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Side-by-side financial comparison of Gogo Inc. (GOGO) and PagerDuty, Inc. (PD). Click either name above to swap in a different company.
Gogo Inc. is the larger business by last-quarter revenue ($230.6M vs $124.5M, roughly 1.9× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs -4.3%, a 134.1% gap on every dollar of revenue. On growth, Gogo Inc. posted the faster year-over-year revenue change (67.3% vs 4.7%). PagerDuty, Inc. produced more free cash flow last quarter ($24.1M vs $-25.4M). Over the past eight quarters, Gogo Inc.'s revenue compounded faster (48.7% CAGR vs 5.9%).
Gogo Inc. is an American provider of in-flight broadband Internet service and other connectivity services for business aircraft, headquartered in Broomfield, Colorado. Through its Gogo LLC subsidiary, Gogo previously provided in-flight WiFi to 17 airlines until the Commercial Air business was sold to Intelsat for $400 million in December 2020. According to Gogo, over 2,500 commercial aircraft and 6,600 business aircraft have been equipped with its onboard Wi-Fi services. The company is the de...
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
GOGO vs PD — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $230.6M | $124.5M |
| Net Profit | $-10.0M | $161.6M |
| Gross Margin | — | 85.3% |
| Operating Margin | 6.2% | 6.5% |
| Net Margin | -4.3% | 129.7% |
| Revenue YoY | 67.3% | 4.7% |
| Net Profit YoY | 64.6% | 2827.7% |
| EPS (diluted) | $-0.08 | $1.69 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $230.6M | $124.5M | ||
| Q3 25 | $223.6M | $123.4M | ||
| Q2 25 | $226.0M | $119.8M | ||
| Q1 25 | $230.3M | $121.4M | ||
| Q4 24 | $137.8M | $118.9M | ||
| Q3 24 | $100.5M | $115.9M | ||
| Q2 24 | $102.1M | $111.2M | ||
| Q1 24 | $104.3M | $111.1M |
| Q4 25 | $-10.0M | $161.6M | ||
| Q3 25 | $-1.9M | $9.6M | ||
| Q2 25 | $12.8M | $-7.2M | ||
| Q1 25 | $12.0M | $-8.8M | ||
| Q4 24 | $-28.2M | $-5.9M | ||
| Q3 24 | $10.6M | $-10.9M | ||
| Q2 24 | $839.0K | $-17.1M | ||
| Q1 24 | $30.5M | $-28.2M |
| Q4 25 | — | 85.3% | ||
| Q3 25 | — | 84.6% | ||
| Q2 25 | 87.8% | 84.0% | ||
| Q1 25 | 87.3% | 83.6% | ||
| Q4 24 | — | 83.0% | ||
| Q3 24 | — | 82.7% | ||
| Q2 24 | — | 82.6% | ||
| Q1 24 | — | 81.7% |
| Q4 25 | 6.2% | 6.5% | ||
| Q3 25 | 12.9% | 2.9% | ||
| Q2 25 | 15.9% | -8.6% | ||
| Q1 25 | 15.3% | -9.6% | ||
| Q4 24 | -17.5% | -8.7% | ||
| Q3 24 | 19.0% | -13.8% | ||
| Q2 24 | 21.2% | -19.5% | ||
| Q1 24 | 33.2% | -30.1% |
| Q4 25 | -4.3% | 129.7% | ||
| Q3 25 | -0.9% | 7.8% | ||
| Q2 25 | 5.7% | -6.0% | ||
| Q1 25 | 5.2% | -7.2% | ||
| Q4 24 | -20.5% | -5.0% | ||
| Q3 24 | 10.6% | -9.4% | ||
| Q2 24 | 0.8% | -15.4% | ||
| Q1 24 | 29.2% | -25.3% |
| Q4 25 | $-0.08 | $1.69 | ||
| Q3 25 | $-0.01 | $0.10 | ||
| Q2 25 | $0.09 | $-0.07 | ||
| Q1 25 | $0.09 | $-0.12 | ||
| Q4 24 | $-0.22 | $-0.07 | ||
| Q3 24 | $0.08 | $-0.14 | ||
| Q2 24 | $0.01 | $-0.26 | ||
| Q1 24 | $0.23 | $-0.34 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $125.2M | $547.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $101.1M | $320.5M |
| Total Assets | $1.3B | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $125.2M | $547.8M | ||
| Q3 25 | $133.6M | $567.9M | ||
| Q2 25 | $102.1M | $597.1M | ||
| Q1 25 | $70.3M | $570.8M | ||
| Q4 24 | $41.8M | $542.2M | ||
| Q3 24 | $176.7M | $599.3M | ||
| Q2 24 | $161.6M | $592.8M | ||
| Q1 24 | $152.8M | $571.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $484.5M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $489.5M |
| Q4 25 | $101.1M | $320.5M | ||
| Q3 25 | $107.0M | $180.7M | ||
| Q2 25 | $102.8M | $145.7M | ||
| Q1 25 | $82.9M | $129.8M | ||
| Q4 24 | $69.3M | $111.6M | ||
| Q3 24 | $52.7M | $164.7M | ||
| Q2 24 | $52.0M | $174.0M | ||
| Q1 24 | $62.4M | $171.6M |
| Q4 25 | $1.3B | $1.0B | ||
| Q3 25 | $1.3B | $891.5M | ||
| Q2 25 | $1.3B | $926.8M | ||
| Q1 25 | $1.2B | $927.3M | ||
| Q4 24 | $1.2B | $866.8M | ||
| Q3 24 | $810.7M | $916.0M | ||
| Q2 24 | $802.7M | $924.0M | ||
| Q1 24 | $809.0M | $925.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.73× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 2.85× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $8.5M | $24.8M |
| Free Cash FlowOCF − Capex | $-25.4M | $24.1M |
| FCF MarginFCF / Revenue | -11.0% | 19.3% |
| Capex IntensityCapex / Revenue | 14.7% | 0.6% |
| Cash ConversionOCF / Net Profit | — | 0.15× |
| TTM Free Cash FlowTrailing 4 quarters | $65.1M | $117.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $8.5M | $24.8M | ||
| Q3 25 | $46.8M | $34.0M | ||
| Q2 25 | $36.7M | $30.7M | ||
| Q1 25 | $32.5M | $31.4M | ||
| Q4 24 | $-38.3M | $22.1M | ||
| Q3 24 | $25.1M | $35.8M | ||
| Q2 24 | $24.9M | $28.6M | ||
| Q1 24 | $29.7M | $22.2M |
| Q4 25 | $-25.4M | $24.1M | ||
| Q3 25 | $27.3M | $33.1M | ||
| Q2 25 | $33.5M | $30.2M | ||
| Q1 25 | $29.7M | $30.3M | ||
| Q4 24 | $-42.6M | $21.5M | ||
| Q3 24 | $20.7M | $35.1M | ||
| Q2 24 | $21.6M | $28.2M | ||
| Q1 24 | $28.2M | $21.2M |
| Q4 25 | -11.0% | 19.3% | ||
| Q3 25 | 12.2% | 26.8% | ||
| Q2 25 | 14.8% | 25.2% | ||
| Q1 25 | 12.9% | 24.9% | ||
| Q4 24 | -30.9% | 18.1% | ||
| Q3 24 | 20.6% | 30.3% | ||
| Q2 24 | 21.1% | 25.4% | ||
| Q1 24 | 27.0% | 19.1% |
| Q4 25 | 14.7% | 0.6% | ||
| Q3 25 | 8.7% | 0.7% | ||
| Q2 25 | 1.4% | 0.4% | ||
| Q1 25 | 1.2% | 0.9% | ||
| Q4 24 | 3.1% | 0.5% | ||
| Q3 24 | 4.4% | 0.5% | ||
| Q2 24 | 3.3% | 0.4% | ||
| Q1 24 | 1.4% | 0.9% |
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 3.55× | ||
| Q2 25 | 2.87× | — | ||
| Q1 25 | 2.70× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.36× | — | ||
| Q2 24 | 29.74× | — | ||
| Q1 24 | 0.97× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GOGO
| Services | $191.9M | 83% |
| Products | $38.7M | 17% |
| Fcc Reimbursement Program | $2.0M | 1% |
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
