Kvh Industries, Inc. · NASDAQ:KVHI
Kvh Industries — Investor Presentation (2026)
32 slides from Kvh Industries's investor presentation, 2026
Slide 1: KVH at a Glance
KIVIFI KVH at a Glance Enhancing Lives, Enabling Business, Connecting the World
Slide 2: Forward-looking Statements
Forward-looking Statements This presentation contains forward-looking statements that involve risks and uncertainties. For example, forward-looking statements include statements regarding projected financial results, the anticipated benefits of our restructuring and other initiatives, anticipated co
Slide 3: KVH: 40+ Years of Maritime Leadership
KVH: 40+ Years of Maritime Leadership
Slide 4: The KVH Advantage is the Power of One
The KVH Advantage is the Power of One ® One expert source combining hardware, software, and services into seamless solutions GEO, LEO, and Intelligent Hybrid Cellular Hardware Network Network & Multi-level Bandwidth Cybersecurity Management Content for Global Service Crew Morale & Support
Slide 5: KVH ONE
- KIVIHI KVH ONE® Multi-orbit, Multi e| Integrated Hybrid C GEO (Geosynchronous Orbit) Enterprise-grade Connectivity - Ku-band VSAT « Thousands of vessels on KVH ONE VSAT + Delivered via high-reliabiity parabolic antennas * Ideal for mission-critical operations, value-added services, and more MEO (M
Slide 6: Evolving from Hardware to Integrated Services
Evolving from Hardware to Integrated Services
Slide 7: Enhancing LEO Service & Experience for Users
Enhancing LEO Service & Experience for Users • Tier 1 Starlink reseller and integrator • OneWeb reseller and integrator • Delivering LEO hardware and airtime globally • Online, self-service activation via secure MyKVH and KVH Manager • Live airtime and technical support • Extensive suite of LEO tool
Slide 8: Delivering Maritime Services Worldwide
Delivering Maritime Services Worldwide Represents KVH Connected Ship via KVH ONE networks
Slide 9: Chosen by Commercial Maritime Leaders
Chosen by Commercial Maritime Leaders
Slide 10: And Premier Yacht Builders
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Slide 11: Solid Financial Foundation with LEO-driven Growth
Solid Financial Foundation with LEO-driven Growth
Slide 12: Strong Financial Foundation
Strong Financial Foundation • Built on positive momentum reported in the first quarter due to strategic focus on LEO airtime revenue and subscriber growth • Expanded connectivity portfolio while divesting non-core, non-connectivity businesses • Maintaining a debt-free balance sheet • Automation and
Slide 13: Strong Balance Sheet and Leading Indicators
Strong Balance Sheet and Leading Indicators • Solid balance sheet with $57.7M in cash and zero debt • 33% growth in subscribing vessels in YoY (EOP 2Q26 vs 2Q25) • Q1 2026 was ninth consecutive quarter of growth • Continued strength in connectivity shipments: 2Q26 shipped >2,500 • 2025 was a record
Slide 14: Financial Highlights: 2Q 2026
Financial Highlights: 2Q 2026 • Revenue • Year over Year: 2Q 2025 to 2Q 2026 • Total revenues up 27% ($33.7 million from $26.6 million) • Service revenue up 29% ($29.7 million from $23.0 million) • Sequential: 1Q 2026 to 2Q 2026 • Total revenues up 4% ($33.7 million from $32.3 million) • Service rev
Slide 15: Established Maritime Footprint and Customer Expertise
Established Maritime Footprint and Customer Expertise
Slide 16: KVH's Key Selling Propositions
KVH’s Key Selling Propositions • 40+ years of maritime technology and connectivity experience • Worldwide sales and service partner channel (70+ service providers, 600+ dealers/distributors) • Portfolio, processes, and networks optimized for maritime • GEO, LEO, and 5G networks for global hybrid con
Slide 17: Fully Embedded in Maritime Communications
Fully Embedded in Maritime Communications • Solving commercial maritime challenges • Multi-WAN configurations for operations, redundancy, and compliance • Flexible sales, lease, and rental options • Supporting installation requirements for safety, network integration, LAN management, and in-port ves
Slide 18: Starlink from KVH: Integrating LEO Services
Starlink from KVH: Integrating LEO Services Serving as a Tier 1 Starlink reseller strengthens our position as a multi-orbit, multi-network integrated solution provider • Offering custom airtime plans to supplement Starlink Mobile Priority plans • Providing a comprehensive hybrid solution with LEO, G
Slide 19: OneWeb from KVH: An End-to-End LEO Solution
OneWeb from KVH: An End-to-End LEO Solution • Rapidly expanding regional coverage • Custom plans with fast data speeds • Data speeds as fast as 100 Mbps/20 Mbps • Latency less than 100 ms • Choice of compact flat-panel antennas • Compatible with industry-standard cables and connectors • Compatible w
Slide 20: TracNet: Global Hybrid Connectivity Solutions
TracNet: Global Hybrid Connectivity Solutions • First maritime connectivity systems to integrate VSAT, cellular, and Wi-Fi in a single terminal • Intelligent channel switching • Integrated 5G for speeds 300+ Mbps • VSAT as fast as 20/3 Mbps (down/up) • Lightweight, single-cable, multi-channel integr
Slide 21: Expanding Connectivity Capabilities via Cloud and Local Value-added Services
Expanding Connectivity Capabilities via Cloud and Local Value-added Services
Slide 22: Offering an Integrated Portfolio
Offering an Integrated Portfolio
Slide 23: KVH Manager Customer Portal
KVH Manager Customer Portal • Single pane of glass for terminal visibility and management • Multi-tenant, white label-able • Fleet/Group management • Self-activation for select services • Expanded LEO reporting and controls • Real-time data use reports and billing statements • Application category c
Slide 24: CommBox Edge: Advanced, Scalable Network Management for Vessels
CommBox Edge: Advanced, Scalable Network Management for Vessels • An all-in-one management toolbox for maritime IT professionals • Belowdeck appliance and virtual machine options • Intuitive network and bandwidth management • Cloud-managed Software-defined Wide Area Network (SD-WAN) • Network optimi
Slide 25: Enhancing LEO & GEO via Value-added Services
Enhancing LEO & GEO via Value-added Services KVH Link, MAILlink, Crew Email, Crew Internet, and Captive Portal • Award-winning entertainment and crew wellbeing content • Licensed movies, TV, music, daily print and TV news, wellness content (meditation, etc.) • Updated daily via any WAN connection, s
Slide 26: Sales, Service, and Support Capabilities
Sales, Service, and Support Capabilities
Slide 27: Global Network of Technical Service Partners
Global Network of Technical Service Partners
Slide 28: 24/7 Airtime Service and Support
24/7 Airtime Service and Support • Staffed airtime services team always available • Follow-the-sun network, network operations, technical support and airtime service groups • Voice, email, portal and WhatsApp for real-time support for activations, airtime plan changes, and billing issues • Online ac
Slide 29: Path for Continued Success in 2026
Path for Continued Success in 2026 • KVH service revenue growth tied to rapid growth of Starlink and other LEO services • Drive revenue growth through increased subscriber base, increased ARPUs and integration of Starlink and OneWeb within our product portfolio • Maintain cost-effective network capa
Slide 30: Appendix Non-GAAP Reconciliation
Appendix Non-GAAP Reconciliation
Slide 31: Reconciliation of GAAP Net Income (Loss) to Non-GAAP EBITDA
KVH INDUSTRIES, INC. AND SUBSIDIARIES RECONCILIATION OF GAAP NET INCOME (LOSS) TO NON-GAAP EBITDA AND NON-GAAP ADJUSTED EBITDA (in thousands, unaudited) Three months ended Six months ended June 30, June 30, 2026 2025 2026 2025 Net income (loss) - GAAP $ 163 $ 930 $ 751 $ (780) Income tax expense 203
Slide 32: KIVIFI
KIVIFI