KVH Narrows 2026 Forecast, Plans Starlink Price Hikes
The satellite connectivity firm projects 2026 revenue of $137 million to $143 million and will raise customer Starlink prices effective Dec. 1.
Updated on Nov. 7, 2026 in Remote Work
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KVH Industries narrowed its 2026 forecast on Thursday, projecting revenue of $137 million to $143 million and non-GAAP adjusted EBITDA of $13 million to $15 million. The company also plans to increase customer prices for Starlink service effective Dec. 1.
Why it matters
KVH attributes the planned price increases to higher Starlink prices charged to resellers and maritime customers, a cost shift that flows directly to the end users of its service. The company expects service gross margin to decline even as the price changes are expected to lift service revenue.
KVH's quarterly service revenue reached $33 million, up 30%, with low Earth orbit services supplying 58% of that total. A Starlink data agreement signed in Q4 2025 commits the company to $45 million in purchases, with $12 million still due in two quarterly payments through Q1 2027.
The players
KVH Industries
KVH Industries is a maritime and mobile connectivity company that provides satellite communications services to vessels, vehicles and remote users.
Starlink
Starlink is the low Earth orbit satellite internet service operated by SpaceX, which supplies the connectivity capacity KVH resells to its customers.
The details
KVH plans to raise customer prices for Starlink service effective Dec. 1 and is negotiating an arrangement covering unused data and additional Starlink purchases. The company's quarter ended Sept. 30 showed revenue growth of 35% year over year.
Timeline
Q4 2025: KVH signed a Starlink data agreement committing $45 million in purchases.
Sept. 30, 2026: KVH's most recent quarter ended with $38.4 million in revenue.
Dec. 1: Planned Starlink customer price increases take effect.
Q1 2027: Final $12 million of the Starlink commitment comes due.
Market Landscape
KVH's reliance on Starlink capacity places it between SpaceX's pricing and its own customer base, a position that squeezes margins when upstream prices rise. The narrowed forecast and planned pass-through increases show how resellers in the low Earth orbit broadband market absorb supplier cost changes.
Customers of KVH's satellite connectivity service, including maritime operators and businesses relying on remote links, will see higher Starlink-linked service prices starting Dec. 1. Anyone budgeting for connectivity costs should plan for the increase when the new rates take effect.
The takeaway
Upstream connectivity price changes can reach end customers quickly when a service reseller passes them through. Businesses that depend on satellite links should review contract terms and budget for price adjustments.
What happens next
Customer Starlink price increases take effect Dec. 1, and the final $12 million Starlink commitment payments fall due through Q1 2027.
Further reading
For related coverage of connectivity costs for distributed workers, see Remote Work.
Source note: This article includes information reported by TokenPost.
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