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Technology Stocks : KVH Industries, Inc. -- Ignore unavailable to you. Want to Upgrade?

To: awecr2 who wrote (6971)	3/2/2018 12:22:17 PM
From: awecr2	Read Replies (2) \| Respond to of 7249

It’s also worth noting, guidance for 1st quarter was nothing to get excited about. This has been baked in for 6 months so, it has to be put in context. The longer we waited for HTS, the higher the likelihood growth would be pushed to the right. CaaS, by itself, was never going to solve the problem. HTS was a vital component. I’m beginning to wonder if dual band, with c-band backup, really matters any more? Ku is now covering close to 99% of the worlds shipping lanes. If c-band backup only added to cost and never really drove up unit sales, it makes me wonder it is worth it? Intelsat continues to push c-band into spot beams so, maybe I’m wrong. I’m just thinking about things from an end user perspective. If I want a true backup, I want it to also be mutually exclusive, in terms of hardware. Especially, now that backup at low band options comes in small packages and is fairly inexpensive. I’m just wondering where their product strategy goes beyond the highly likelihood that V11 and v3 will transition to HTS. One point worth mentioning on HTS ARPUs. Martin said they were up, I believe 20%. It’s important to recognize that we aren’t talking apples to apples. Legacy vsat includes a significant contribution from v3. This will naturally pull down ARPUs. That same affect will happen when HTS comes to v3. What’s most important is getting units up, by a wide margin, so they can add on incremental content revenues, on top of CaaS growth. The content needs to be improved to get this one-two punch. It sounds like they are working towards that goal. Again, it’s exciting to have the wind at our back. Upside surprises could be in the future, in the back half. Aw