Core Insights - Gogo reported $230.56 million in revenue for Q4 2025, a year-over-year increase of 67.3%, with an EPS of -$0.01 compared to $0.07 a year ago, indicating a significant decline in earnings [1] - The revenue exceeded the Zacks Consensus Estimate of $223.07 million by 3.36%, while the EPS fell short of the consensus estimate of $0.02 by 166.67% [1] Financial Performance - Gogo's shares have returned -4.2% over the past month, underperforming the Zacks S&P 500 composite, which changed by -0.5% [3] - The company holds a Zacks Rank 4 (Sell), suggesting potential underperformance in the near term [3] Key Metrics - Total Aircraft Online (ATG) reached 6,402, surpassing the average estimate of 6,292 [4] - ATG units sold were 472, exceeding the average estimate of 295 [4] - Average monthly connectivity service revenue per aircraft online (ATG) was $3,378, slightly below the average estimate of $3,416.36 [4] - Service revenue amounted to $191.86 million, above the average estimate of $187.19 million, reflecting a year-over-year increase of 61.5% [4] - Equipment revenue was $38.7 million, exceeding the average estimate of $35.89 million, with a year-over-year change of 103.8% [4]

Core Insights - Gogo (GOGO) is expected to report quarterly earnings of $0.05 per share, reflecting a year-over-year decline of 68.8% [1] - Revenue is anticipated to be $214.48 million, representing a significant increase of 105.6% from the same quarter last year [1] - There have been no revisions in the consensus EPS estimate over the past 30 days, indicating stability in analyst projections [1] Revenue Estimates - Analysts forecast 'Service revenue' to be $191.73 million, indicating a year-over-year increase of 134.8% [3] - 'Equipment revenue' is expected to reach $22.77 million, suggesting a slight increase of 0.5% year over year [4] Aircraft Metrics - The estimate for 'Aircraft Online - Narrowband satellite' is 4,111, down from 4,285 in the previous year [4] - 'Aircraft online - Total ATG' is projected to be 7,016, compared to 7,136 reported in the same quarter last year [4] Connectivity Service Revenue - The 'Average monthly connectivity service revenue per aircraft online - Narrowband satellite' is expected to be $302.73, up from $292 year over year [5] - The consensus for 'Average monthly connectivity service revenue per aircraft online - ATG' is $3,575.58, compared to $3,458 in the previous year [5] Units Sold - Analysts predict 'Units Sold - Business Aviation - ATG' to be 151, down from 258 in the same quarter last year [6] Stock Performance - Gogo shares have decreased by 1.7% over the past month, contrasting with an 11.3% increase in the Zacks S&P 500 composite [6] - Gogo holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the overall market in the near future [6]