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Websense, Inc. Message Board

  • goodwe212 goodwe212 May 20, 2013 10:37 AM Flag

    Potentially the Next Major Acquisition in this Space - Must Read!

     

    The next company to get bought out in this space could be Concurrent (CCUR), which owns a Media Data Intelligence (MDI) business that tracks the viewing behavior of 35 million pay-TV customers at 8 major cable TV companies. CCUR's MDI solutions work for all programming types including linear, on demand, time shifted, network DVR, or multi-screen video delivery to IP mobile devices. CCUR's provides real time data at a census level! It tracks viewing activity on traditional TVs, smart TVs, tablets/smartphones, PCs/laptops, and video game devices. CCUR acquired their MDI business for $15mm in 2005 and it is worth at least $15mm today.

    CCUR is currently just $7 with a low enterprise value of $38.9mm. Besides CCUR's MDI division, which has the largest market share in its space, CCUR has a real-time high performance computer operating system division that has become the global standard for powering simulators that save companies billions of dollars annually in the defense, automotive, and aerospace sectors. It has been around since 1967 and has approximately $25mm in sales. It easily deserves a valuation of 1X sales or $25mm.

    CCUR's MDI and real-time divisions alone are worth a combined $40mm, which exceeds CCUR's enterprise value at $7 of $38.9mm. CCUR's most valuable business, their video delivery technology business, is receiving zero value here! The global pay-TV industry is shifting rapidly from linear to on demand programming, and last year Americans spent 40% more time watching VOD content. CCUR's MediaHawk platform has the #1 market share in the VOD industry with a reach of 50mm cable TV subscriber households worldwide. CCUR's largest VOD client since 1999: Time Warner Cable (TWC), just deployed CCUR's brand new multi-screen CDN platform, which is doubling TWC's VOD title capacity while powering expanded VOD delivery to Android and iOS devices!

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