GOGO Earnings

GOGO reported its FY2025Q3 earnings on 2025-11-06, showcasing a revenue of 224.00M against an estimate of 222.00M, resulting in a 0.61% surprise. The EPS was 0.1, surpassing the expected 0.07 by 42.86% . The stock experienced a -13.07% price change on the earnings day and a -15.53% change over the next five days, reflecting market reactions to the results.

Following GOGO's FY2025Q3 earnings announcement on 2025-11-06, the stock price moved by -13.07% on the day of the release. Over the subsequent five days, it saw a -15.53% change. Historically, GOGO's stock price tends to shift by an average of +7.96% in the 10 days leading up to earnings and +0.91% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate GOGO’s annual revenue to reach 223.00M, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -0.13% and EPS estimates Revise Downward by -0.74% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between GOGO's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Downward by -0.13%, while EPS estimates moved Revise Downward by -0.74% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, GOGO's stock price typically moves by +7.96% in the 10 days before its earnings and +0.91% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 0.00 and revenue of 223.00M.

The earnings call presents mixed signals. While there are strong aspects like record high equipment shipments and a positive outlook on 5G and AVANCE transitions, there are concerns over declining service revenues, high leverage ratios, and uncertain FCC reimbursements. The Q&A session highlighted potential growth in ARPU with 5G, but also pointed to pressure from ATG roll-offs and higher operating expenses. Given the market cap of $1.2 billion, these mixed factors suggest a neutral short-term stock price movement.