What move does the options market price into Gogo's report?

Implied ±15.1%, either direction.

How often does Gogo move more than the options market prices?

1 of the last 8 reports moved at least as far as the implied move.

GOGONasdaqCommunications Services, NEC

Gogo Inc. (GOGO) earnings date, market-implied expected move, and options open interest by expiry

2.41

+0.09 · +4.11%

post 2.41 0.00%

Closed16:00 ET

Open2.30Volume1.3MMkt cap$325.2M

Day2.26 – 2.41100%52-wk1.96 – 8.956%

GOGO

Gogo Inc.

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

Inputs

±15.1%implied · report alone

8Q avg ±5.5%·×2.75·rich

2.042.76

straddle ±19.5%

spot 2.40exp Nov 20ATM strike 2ATM straddle 0.55IV 115%

Nov 3 closereport share · term structure

Expected move

Inputs

Next report

Nov 5

after close · in 1 day

est.Q3 FY26

Calendar

Next report

Last report

−0.14%

vs ±12.8% implied · ×0.01

shaded = implied · ▲▼ = realized

Aug 6 '26 · confirmed

Implied vs realized

Linked news

26dGILT · supplierGilat Secures Over $8 Million in Additional Orders from the U.S. Department of War

News

Largest filed tie

13F top-10 QoQ

−2.22%

shares held · 10 largest managers

13F · Jun 30 '26127d lag

185 managers

Top fund weight

0.01%

GOGO weight · IWM

N-PORTJun 30 '26

3 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

Gogo (GOGO) is expected to report on Nov 5 after close (estimated date).

Implied vs realized

8 reports

1 of 8≥ implied

avg implied: ±10.3%
avg realized: ±5.5%

Nov 5 '24Nov 5 '24confirmed±10.4%▼−5.98%×0.57

Mar 14 '25Mar 14 '25confirmed±7.8%▼−5.69%×0.73

May 9 '25May 9 '25confirmed±8.1%▲+12.36%×1.52

Aug 7 '25Aug 7 '25confirmed±6.5%▲+1.16%×0.18

Q3 FY25Nov 6 '25confirmed±10.9%▲+0.39%×0.04

Q1 FY26Feb 27 '26confirmed±16.2%▲+12.29%×0.76

May 7 '26May 7 '26confirmed±9.4%▼−5.78%×0.61

Q2 FY26Aug 6 '26confirmed±12.8%▼−0.14%×0.01

quarterimplied−20%0+20%realized×

Q2 FY26±12.8%▼−0.14%×0.01

May '26±9.4%

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 4 expiries · Nov 3 close

0.08OI · 4 expiries · Nov 3 closeP/C open interest · Nov 20 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

232+10%Nov 2016d2,806+3%

0—Dec 1844d0.001,154—0.00

724+15%Jan 1572d0.089,428+17%0.08

30%Feb 19107d0.003,366+820%0.00

ExpiryPutsCallsP/C

Nov 2016d232+10%2,806+3%0.08

Dec 1844d0—1,154—0.00

Jan 1572d724+15%9,428+17%0.08

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

scenario · straddle±19.5%

Funds 3

IWM±0.0%

UWM±0.0%

VTI±0.0%

Dashed = straddleMethod Source: SEC filings · N-PORT · market data

Linked exposure

Revenue flow

as filedQ2 FY26

−0.90%as filednet margin · revenue −1.55% QoQ · −1.43% YoY

Revenue$223M−1.55%

Gross profit$223M100.00%−1.55%

Operating income$30M13.31%−6.43%

Pre-tax income$7M−67.81%

Net income−$2M−0.90%−115.35%

Cost of revenue$0—

Operating expenses$193M−0.76%

Tax$9M+10.46%

Other expense−$23M−114.76%

Source: SEC filings · standardized · QE Jun 30 '26 · bars = % of revenue

Revenue flow

Intraday

15m bars

Long dash = implied range · Nov 3 close · Hatch = extended hours · ▯ up · ▮ downSource: market data · 16:00 ET

Intraday

Event sensitivity

NFP ×1.50· ±4.1% vs ±2.7% · 10 releases

eventrelease day|move|up · n×base

NFPjobs report±4.1%3 of 10×1.50

FOMCrate decision±3.2%11 of 24×1.16

CPROFcorporate profits±3.0%7 of 12×1.08

PCEpersonal income & outlays±2.6%11 of 19×0.96

GDPgross domestic product±2.6%10 of 19×0.95

PPIproducer prices±2.4%5 of 10×0.88

CPIconsumer prices±2.0%3 of 10×0.71

Bar = avg |move| to ±5% · tick = ±2.7% avg day · ×base = |move| ÷ ±2.7% · min 6 releases

Earnings history

EPS -0.01 · consensus —

Quarter	Reported	EPS	Consensus
Q2 FY26	Aug 6 '26 · confirmed	-0.01	—
Q1 FY26	Feb 27 '26 · confirmed	0.10	—
Q3 FY25	Nov 6 '25 · confirmed	-0.01	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod