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Gogo Inc. Message Board

  • zephyr_lue zephyr_lue May 14, 2014 2:23 PM Flag

    Did Gogo’s Earnings Surprise Create a Good Selling Opportunity? (article from MF)

    this man is an idiot..

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    • Thank god I'm not the only one here who read that and had the same thoughts. The author stated too that the service providers AT&T, VZN, would give their customers access to in-flight wifi with no extra charge in an effort to win more customer. This issue also was addressed when Mr. Small stated that the airlines (who are looking for additional revenue streams) receive a portion of the wifi revenue and asked why they would want to give that up... "They charge for bags, why wouldn't they charge for wifi".

    • OMG!

      Clearly the author didn't listen to the earnings conference call or watch the CNBC interview with Michael Small, CEO:

      When asked about GOGO's competition from AT&T's recent announcement to try to develop in-flight wifi, the CEO said CONFIDENTLY:

      "Too little, too late!... We've been winning by getting our best solutions into the market. And our new solutions, which we call GTO & 2ku, are faster and will arrive sooner than the proposed AT&T solution.

      "We continually see competition talk about what they're going to do in the future and compare to what GOGO did in the past. That's an erroneous comparison when compared to the marketplace today. We win, we won in the past and will continue to win in the future..."

      -----

      AT&T's "entrance" into this niche will turn out to be of no consequence to GOGO because by the time AT&T gets their stuff up and running in 2015, GOGO will already have locked up long term contracts. They've already got Boeing signed to install GOGO Air for new aircraft.

      Just how could the author miss this key issue of first-to-market advantage and timing of contract wins?

      Does the author think when GOGO rolls out 2Ku wifi on international flights soon, are the airlines going to sit around and wait for AT&T's technology to come to market?? Seriously?

      A more likely scenario is we'll see VZ making a buyout offer for GOGO to thwart AT&T.

    • IDIOT IS NOT THE WORD!!!!! LOL

      Sentiment: Strong Buy

 
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