)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
KVH Industries (KVHI) investor relations material
KVH Industries Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Q2 2025 revenue was $26.6M, up sequentially but down 7% year-over-year due to VSAT and contract declines, offset by LEO growth.
Net income reached $0.9M, reversing a $2.4M loss in Q2 2024, aided by cost reductions and a $1.3M gain from property sale.
Surpassed 8,000 subscribing vessels, with LEO revenue now exceeding legacy VSAT declines.
Initiated staged wind-down of manufacturing, shifting to third-party hardware and integrated solutions, with manufacturing to cease by end of 2026.
Workforce reduced by 20% in 2024, incurring $3.9M in severance charges.
Financial highlights
Q2 2025 net sales: $26.6M (down 7% YoY), but up $1.2M sequentially; six-month net sales: $52.0M (down 10% YoY).
Q2 2025 net income: $0.9M; six-month net loss: $0.8M (improved from $5.5M loss in 2024).
Adjusted EBITDA increased to $2.7M, up $1.7M from Q1.
Cash and cash equivalents at June 30, 2025: $55.9M, up $7.3M from the start of the quarter, including $4.9M from property sale.
Operating expenses for Q2 2025 decreased to $9.5M, down 2% sequentially and 15% YoY (excluding non-recurring charges).
Outlook and guidance
Updated 2025 guidance: revenue of $107M–$114M and adjusted EBITDA of $8M–$12M.
Management expects sufficient liquidity for at least 12 months, with focus on cost control and transition to third-party hardware.
CapEx expected to decrease in the second half as major OneWeb rollout completes.
ARPUs slightly below expectations, but gross profit margins better than anticipated.
Anticipates continued competitive pressure from LEO entrants and further declines in VSAT-related revenues.
How will Starlink renewal impact margins?
What is the CommBox Edge attachment rate target?
What drove Q2 CapEx spike and future outlook?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next KVH Industries earnings date
Q3 20256 Nov, 2025
Next KVH Industries earnings date
Q3 20256 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Frequently asked questions
KVH Industries Inc provides mobile connectivity and inertial navigation systems for maritime, military, and commercial applications. The company offers satellite-based internet, television, and tracking services, along with fiber optic gyro-based navigation technologies. It serves global customers in transportation and defense. The company is headquartered in Middletown, Rhode Island, and its shares are listed on the NASDAQ.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage