Gogo Clocks 21% Revenue Growth In Q3 Backed By Record AVANCE Equipment Shipments
Gogo Clocks 21% Revenue Growth In Q3 Backed By Record AVANCE Equipment Shipments
在创纪录的Avance设备出货量的支持下，Gogo第三季度收入增长21%
- Gogo Inc (NASDAQ:GOGO) reported third-quarter FY22 revenue growth of 21% year-on-year to $105.3 million, beating the consensus of $101.9 million.
- Service revenue grew 14% Y/Y to $75.3 million. Equipment revenue rose 43% Y/Y to $30.1 million.
- Total ATG aircraft online increased 10% Y/Y to 6,777. The average monthly service revenue per ATG aircraft online (ARPU) was $3,376, up 3% Y/Y. Total AVANCE units online grew 38% Y/Y to 3,079.
- Adjusted EBITDA rose 7% Y/Y to $43.7 million.
- EPS of $0.15 was in-line with the consensus.
- Gogo held $152.2 million in cash and equivalents and generated $27.7 million in operating cash flow.
- "Gogo's record AVANCE equipment shipments in the third quarter underscore our ability to execute in a robust, underpenetrated Business Aviation market," said Oakleigh Thorne, Chairman, and CEO. "Looking ahead, the roll-out of commercial Gogo 5G services and our LEO-based Global Broadband offering will continue to elevate our performance and expand our addressable market."
- Outlook: Gogo raised the total revenue forecast to $395 million - $405 million versus prior guidance at the high end of the range of $390 million - $400 million, above the consensus of $399.50 million.
- Gogo reiterated its revenue growth forecast at a CAGR of 17% from 2021 through 2026, reflecting Global Broadband contribution starting in 2025.
- Price Action: GOGO shares traded higher by 1.76% at $15.05 on the last check Thursday.
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- Gogo Inc.纳斯达克(Sequoia Capital：GOGO)公布22财年第三季度营收同比增长21%，达到1.053亿美元，超过了1.019亿美元的共识。
- 服务收入同比增长14%，达到7530万美元。设备收入同比增长43%，至3,010万美元。
- ATG在线飞机总数同比增长10%，达到6777架。每架ATG在线飞机(ARPU)的平均月度服务收入为3376美元，同比增长3%。在线Avance总销量同比增长38%，至3079架。
- 调整后的EBITDA同比增长7%，至4370万美元。
- 每股收益0.15美元符合市场普遍预期。
- Gogo持有1.522亿美元的现金和等价物，产生了2770万美元的运营现金流。
- Gogo董事长兼首席执行官Oakleigh Thorne说：“Gogo第三季度创纪录的Avance设备出货量突显了我们在一个强劲、渗透不足的商务航空市场中执行任务的能力。展望未来，商用Gogo 5G服务的推出和我们基于LEO的全球宽带产品将继续提升我们的业绩，并扩大我们的潜在市场。“
- 展望：Gogo将总收入预测上调至3.95亿-4.05亿美元，而此前的指引为3.9亿-4亿美元的高端，高于共识的3.995亿美元。
- Gogo重申了其从2021年到2026年的17%的收入年复合增长率预测，反映了从2025年开始的全球宽带贡献。
- 价格行动：在周四的最后一次检查中，Gogo的股价上涨了1.76%，达到15.05美元。
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