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Microsoft Corporation Message Board

  • jtdmnf533 jtdmnf533 Apr 9, 2013 11:47 AM Flag

    Low Float Software Play in Video Delivery Space, Exploding Big Time

    There has so far been 45 million online streams of the NCAA March Madness Basketball Tournament this year, up 158% from last year, with 60% of them to tablets/smartphones! Concurrent (CCUR) is very undervalued with a low float and will capitalize most from this trend!

    CCUR's MediaHawk multi-screen technology allows service providers to deliver any video format, to any device,over any network type. CCUR was first company to introduce video-on-demand (VOD) over a decade ago and they now hold a 30% market share of the VOD space with 212 VOD deployments across 4 continents reaching 50mm homes!

    CCUR's clients include Time Warner Cable, Cox, Charter, and Bright House. CCUR ran from $7 to well over $200 during the VOD boom and now we are about to experience a multi-screen technology upgrade boom as pay-TV operators rush to upgrade their VOD systems to support multi-screen video delivery to tablets, smartphones, and other IP connected devices. They just signed Virgin Media (VMED), the largest cable TV company in the UK, a company worth $23 billion. CCUR will be powering VMED's new Virgin TV Anywhere platform that allows their 3.8mm subscribers to watch linear TV/on demand videos over their tablets and smartphones! CCUR is already powering a similar service for Japan's largest cable TV company.

    CCUR at $7 has a market cap of only $64.4mm with $24.6mm in cash, no debt, and a very low enterprise value of only $39.8mm or just 0.60X its annualized revenue of $66.4mm! CCUR's EPS was up over 100% the past two quarters in a row and CCUR deserves to be trading for double digits!

 
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