3 Things You Need to Know

Gogo at Mid-Year

1) Competition Heating Up

Why Gogo Should WorryAT&T already has a

network of installed towers to compete on domestic flights.

AT&T has almost $4 billion cash on-hand and is profitable, while Gogo has just $200 million, and has yet to turn a profit.

Though AT&T could undercut on price for domestic flights, Gogo is the first-mover and already has relationships with airlines.

AT&T doesn’t have the satellite network Gogo does for trans-oceanic flights.

AT&T (NYSE: T) Enters SpaceWhy Gogo Still Has an Edge

2) Positive Business Momentum

2) Positive Business Momentum

3) What to Watch

Revenue per AircraftLong-term contracts

being signed are important, but only if revenue increases on planes.

Last quarter, the average commercial plane brought in $9,200 in service revenue. Continued growth above 15% would be a very positive sign.

Gogo’s desire to tap into the international markets is key, as it will help build a moat against deep-pocketed competitors.

Listen to conference calls for any details on international connectivity and the popularity of the offering with passengers.

3) What to WatchInt’l Expansion

Planes aren’t the only machines connecting to the Internet. In fact, wearable computing could be the next huge growth industry. To find out about one small company that could be the big winner, check out our special free report:

Leaked: Apple’s Next Smart Device

Internet Connectivity Everywhere