KVH Industries selected by Seaspan to equip fleet with OneWeb LEO solution
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 10 2024
0mins
Should l Buy KVHI?
Source: SeekingAlpha
Partnership Announcement: KVH Industries has partnered with Seaspan to equip its fleet with OneWeb's advanced low earth orbit satellite services, enhancing Internet connectivity at sea.
Strategic Alignment: This collaboration supports Seaspan's digital transformation strategy and positions it as a leading adopter of LEO technologies in the container shipping industry.
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Analyst Views on KVHI
About KVHI
KVH Industries, Inc. is a provider of technology-driven connectivity solutions to primarily maritime commercial, leisure, and military/government customers. The Company provides global high-speed Internet and Voice over Internet Protocol (VoIP) services via satellite to mobile users at sea and on land. It is also a provider of commercially licensed entertainment, including news, sports, music, and movies, to commercial customers in the maritime and hotel markets, along with supplemental value-added cybersecurity, email, and crew Internet services. It provides integrated, end-to-end services, software, and hardware that support its customers’ need for access to the Internet, VoIP, operations content, and entertainment services while on the move. The Company also manufactures in-motion, stabilized antennas that provide receive-only satellite television services. It also provides subscription plans that enable customers to obtain Internet and VoIP airtime services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Subscriber Base Expansion: The company expanded its installed base by approximately 2,000 vessels, ending the year with over 9,000 vessels under contract, representing a 28% increase, which lays a solid foundation for future recurring revenue growth and reflects strong demand in the maritime communications sector.
- Increased Strategic Investment: The Board raised the share repurchase program from $10 million to $15 million, demonstrating management's confidence in the undervaluation of the company's stock while providing better returns for shareholders.
- 2026 Outlook: The company anticipates revenue between $130 million and $145 million and adjusted EBITDA of $11 million to $16 million for 2026, showcasing management's confidence in future growth, particularly in the ongoing expansion of LEO services.
See More
KVH (KVHI) Q4 2025 Earnings Call Transcript
See More
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- Financial Highlights: KVH reported a GAAP EPS of $0.02 for Q4 2025, indicating stability despite minimal profitability, showcasing the company's operational resilience in a competitive market.
- Revenue Growth: Total revenues reached $30.52 million in Q4, reflecting a 13.5% year-over-year increase, primarily driven by a surge in service sales, which underscores strong demand and adaptability in the service sector.
- Sequential Improvement: Compared to Q3 2025, revenues increased by $2.1 million, or 7%, indicating effective short-term sales strategies that allow the company to respond swiftly to market dynamics.
- Sales Structure Shift: While service sales rose by $6 million, product sales fell by $2.4 million, highlighting challenges in the product line and emphasizing the critical role of service business for future growth.
See More
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- Investor Conference Call: The company will host an investor conference call at 9:00 a.m. ET, led by CEO Brent Bruun and CFO Anthony Pike, enhancing engagement with investors.
- Live Broadcast and Replay: The call will be available for live streaming on the company’s website, with an audio replay accessible for at least two weeks post-call, ensuring investors can access critical information at their convenience.
- Global Business Context: Founded in 1982, KVH Industries has established itself as a global leader in maritime and mobile connectivity, offering a range of connectivity solutions that demonstrate its strong competitive position in the market.
See More
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Conference Call Details: The call will be hosted by CEO Brent Bruun and CFO Anthony Pike, with a live broadcast available online and an audio replay accessible for two weeks post-call.
Company Overview: KVH Industries, founded in 1982 and based in Middletown, RI, specializes in maritime and mobile connectivity solutions, offering products like TracNet, TracPhone, and TracVision.
Contact Information: For inquiries, investors can reach out to Chris Watson, VP of Marketing/Communications, via phone or email provided in the announcement.
See More
