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Posted by
Two Blokes May 19, 2025 -
Filed in
Stock
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6 views
I reiterate my strong buy on Gogo Inc. after Q1 2025, as the Satcom merger exceeded expectations and drove significant cost synergies. Gogo's unique position in light inflight connectivity and low market penetration offer substantial growth, especially with accelerating private jet demand among younger buyers. The Satcom merger expands Gogo's network, boosts revenue potential, and delivers $25-30 million in run-rate cost savings, improving margins and investor value.
