The most important thing long-term investors need to know about Gogo's year so far, and what's to come.

1. 3 Things You Need to Know

3. Why Gogo Should Worry
 AT&T already has a
network of installed
towers to compete on
domestic flights.
 AT&T has almost $4
billion cash on-hand and
is profitable, while Gogo
has just $200 million,
and has yet to turn a
profit.
 Though AT&T could
undercut on price for
domestic flights, Gogo is
the first-mover and
already has relationships
with airlines.
 AT&T doesn’t have the
satellite network Gogo
does for trans-oceanic
flights.
Why Gogo Still Has an Edge

7. Revenue per Aircraft
 Long-term contracts being
signed are important, but
only if revenue increases
on planes.
 Last quarter, the average
commercial plane brought
in $9,200 in service
revenue. Continued
growth above 15% would
be a very positive sign.
 Gogo’s desire to tap into
the international markets
is key, as it will help build a
moat against deep-
pocketed competitors.
 Listen to conference calls
for any details on
international connectivity
and the popularity of the
offering with passengers.
Int’l Expansion

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