KVH Industries (KVHI) Corporate presentation summary

Strategic positioning and market leadership

• Over 40 years of experience in maritime connectivity, content, and network management, serving approximately 10,700 vessels globally as of Q2 2026.

• Integrated multi-orbit, multi-channel hybrid solutions leveraging GEO, LEO, 5G, and Wi-Fi for seamless global coverage.

• Recognized by leading commercial maritime operators and premier yacht builders worldwide.

• Robust global dealer and service network with 24/7 technical support and customer self-service tools.

Technology and service innovation

• Transitioning from hardware to integrated services, including advanced network management, cybersecurity, and value-added crew content.

• TracNet terminals integrate VSAT, 5G/LTE, and Wi-Fi with intelligent channel switching and simplified installation.

• CommBox Edge provides scalable, cloud-managed SD-WAN, network optimization, and cybersecurity for vessels.

• Tier 1 reseller and integrator for Starlink and OneWeb, offering custom LEO airtime plans and rapid activation.

Financial performance and growth

• Achieved 27% year-over-year revenue growth in Q2 2026, with service revenue up 29% and non-GAAP adjusted EBITDA rising to $3.0 million.

• Maintains a debt-free balance sheet with $57.7M in cash and strong momentum from LEO-driven subscriber growth.

• LEO subscribers now exceed GEO subscribers for the second consecutive quarter, reflecting a strategic shift.

• Q1 2026 marked the ninth consecutive quarter of growth, with record shipments in 2025 and continued strength in 2026.