Gogo Update
Go time.
June 6, 2025
A number of companies could benefit from Trump punishing SpaceX including direct-to-cell satellite internet AST SpaceMobile (ASTS) and small satellite launch Rocket Lab (RKLB). But my favorite Musk substitute is Gogo (GOGO), a leader in broadband internet connectivity for business jets. They have over 7k connected aircraft. They earn a monthly service fee in a high-margin and high-retention subscription service. Regulatory pressure on Starlink could disrupt Gogo’s biggest potential competitor.
June 18, 2025
Gogo successfully completes first 5G end-to-end call.
According to the company,
Gogo (GOGO) confirms today that GCT Semiconductor has successfully completed the very first end-to-end call using its next-generation 5G technology. The call, which took place on June 16, 2025, confirms the Gogo 5G chip is fully functional and ready to move through the final phases of integration. The technology milestone represents a critical stage in Gogo’s journey towards delivering 5G air-to-ground (ATG) connectivity to North American operators.
