Gogo issues year-end “report card” on critical new product initiatives.

Core Insights - Gogo Inc. is transitioning from a domestic Air-to-Ground connectivity provider to a global multi-orbit, ultra-high bandwidth connectivity supplier for business aviation and military markets as of December 31, 2025 [1] Product Developments - Gogo's new global Low-Earth-Orbit satellite offering includes two antenna sizes: FDX for large jets with speeds of 200 Mbps and HDX for smaller aircraft with speeds of 60 Mbps [2] - The 5G Network product offers satellite speeds at Air-to-Ground prices for aircraft primarily flying in North America [2] - The FCC Rip & Replace Program aims to upgrade Gogo's legacy EVDO network to LTE technology, expected to provide a 40% performance boost for Gogo Classic customers upgrading to AVANCE [2] Operational Performance - Gogo shipped over 300 FDX and HDX antennas, with 84% for named customers, marking one of the fastest product launches in the business aviation market [4] - Service was activated on 99 of the shipped antennas, and Gogo completed 31 STCs across the U.S., Europe, Brazil, and Canada, targeting a total addressable market of over 4,000 aircraft [4] - Gogo's inventory supports a weighted pipeline of over 430 aircraft with a 50% or better probability of closing in 2026, and the combined Gogo Galileo pipeline exceeds 1,000 aircraft [4] Revenue Generation - Gogo confirmed the installation and activation of its first 5G aircraft in December 2025, with revenue expected to begin in Q1 2026 [4] - There are 33 STCs covering major aircraft types in North America, with a total addressable market of 7,500 aircraft, and approximately 450 aircraft are pre-provisioned for 2026 [4] Network Performance - Gogo's network testing confirmed peak speeds of 80 Mbps download and 20 Mbps upload, supporting over ten devices for video conferencing and high-bandwidth content streaming [4] - Gogo achieved record-breaking ATG shipments of over 1,600 units, including more than 700 C-1 Systems, with over 300 already installed and activated [4] Future Outlook - Gogo anticipates a strong pipeline of new prospects in 2026, with a weighted pipeline of over 260 C-1 aircraft and an unweighted pipeline of over 450 [4]