Gogo Inc. · NASDAQ:GOGO
Gogo — Investor Presentation (December 2016)
9 slides from Gogo's investor presentation, Dec 20, 2016
Slide 1: December 2016 Investor Presentation
December 2016 Investor Presentation Exhibit 99.2
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT This presentation contains “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 that are based on management’s beliefs and assumptions and on information currently available to manage
Slide 3: Transforming the Aviation Industry
TRANSFORMING THE AVIATION INDUSTRY 1) As of 9/30/2016 2) Based on management estimates, public filings and trade publications of broadband IFC installations as of 9/30/2016 Gogo is the global leader in providing broadband connectivity solutions and wireless entertainment to the aviation industry ~7,
Slide 4: Most Planes and Large Opportunity
MOST PLANES AND LARGE OPPORTUNITY Gogo CA - Satellite Gogo BA - ATG Gogo CA – ATG Note: Data based on management estimates, trade publications and other public sources as of 9/30/2016 and include both commercial and business broadband connected aircraft where specified Q3’16 Number of Aircraft Onlin
Slide 5: Industry Leading Accomplishments
Network Technology Aircraft Operations1 INDUSTRY LEADING ACCOMPLISHMENTS 2016 Airline Wins 2Ku – industry leading satellite-based connectivity launched and installed on more than 75 aircraft Next generation ATG technology announced Satellite capacity secured on Intelsat and SES satellites Next gener
Slide 6: 2Ku Brings 100+ Mbps Globally in 2017
2Ku BRINGS 100+ Mbps GLOBALLY IN 2017 2015 Early 2017 Today Late 2017 2Ku 2Ku 2Ku 2Ku 1 1) Expected results and availability based on management estimates 25 Mbps 50 Mbps 70+ Mbps 100+ Mbps 1
Slide 7: Next Gen ATG Brings 100+ Mbps to North America in 2018
1) Expected results and availability based on management estimates 1 3 Mbps 10 Mbps 100+ Mbps Integrates licensed and unlicensed spectrum Leverages existing ground and airborne infrastructure Overnight installation Targeted for smaller aircraft NEXT GEN ATG BRINGS 100+ Mbps TO NORTH AMERICA IN 2018
Slide 8: Profitability Path for All Segments
#1 More Bandwidth PROFITABILITY PATH FOR ALL SEGMENTS 16% margin 40% margin Note: Revenue and Segment Profit/Loss figures are LTM as of 9/30/16 Note: Aircraft online and aircraft awarded, but not yet installed, are as of 9/30/2016 Note: Note market share is based on installed aircraft from public so
Slide 9: Strategic Goals
Scale CA-ROW segment to profitability Further reduce 2Ku installation costs Double ARPA Achieve free cash flow Scale Globally Expand Technology Leadership Free Cash Flow Generation 1 2 3 STRATEGIC GOALS Extend global 2Ku roadmap Deploy next gen ATG solution Invest in our industry leading IFC & IFE p