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Technology Stocks : KVH Industries, Inc.
KVHI 5.520-2.1%Nov 7 9:30 AM EST
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To: bob6496 who wrote (7063)3/5/2019 10:45:39 AM
From: awecr2   of 7249
 
I completely agree with your sentiments, Bob. All we have to look at is the guidance for 1st quarter. Something doesn’t make sense. KVH has hired a 2nd shift for G&S. Shouldn’t that imply accelerating growth? It doesn’t appear so. MiniVsat airtime services should continue along a pattern of accelerating growth to above 20% in the coming quarters. Considering vsat airtime growth should be at least 10% this quarter, the guidance implies continued acceleration to the downside for content. As long as the consolidated services segment growth remains in single digits and does not show a pattern of accelerating growth to above 10%, I think we are in a holding pattern. The promise of the service model has yet to materialize in a way that would move the market. From the outside looking in, it appears there is just a dollar shifting shell game going on. And, as a person whom strongly believes in this model change, I can’t argue against the sentiment. We just aren’t seeing the accelerating growth in overall SatCom that we should because the content hole has not been filled.

Q1 5% growth guidance suggests an accelerating growth pattern into later quarters. If this holds true, we should see positive guidance for Q2. Maybe then, the ice dam will break. At the same time, we’ve seen this pattern for years. Promise of accelerating growth in the last half of the year, only to be disappointed.

There is a lot to be excited about. It’s just taking way too long.

Aw
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