KVH Industries, Inc. Message Board

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Technology Stocks : KVH Industries, Inc.

KVHI 5.910

+2.7%

11:24 AM EST

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To: nissan who wrote (7103)	8/16/2019 11:49:10 AM
From: bob6496	Read Replies (1) of 7249

Thanks J. Been pretty quiet on this board, but understandable given that Martin and his team continue to disappoint on a regular basis. The Videotel sale has bought them some additional time to make things work, but obviously the market is far from impressed thus far. Was hoping for additional clarity on how the IoT service was going generate revenue on the 2Q call. Chris Quilty asked specifically about it and Martin was less than forthcoming on exactly how they would monetize other than to say it would be part of ARPU. So, gee, whatever that means. They continue to add customers to the HTS network at a double digit rate which is great. The 30-40MM program we have been waiting on for 3 plus years wasn't even in their presentation. Ric Prentis asked about it and Martin claims the foreign government will be making a decision by year end. Photonic chip will be ready for commercial use by year end. They say they are designed in to new products and FOG is supposedly going to pick back up beginning in 2020. They are the masters of, stop me if you've heard this before, we are on the cusp of meaningful and sustained growth. Yeah, you betcha. AW are you still here? Miss your thoughts and perspective on KVH.

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