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Microsoft Corporation Message Board

  • frankf4u489 frankf4u489 May 22, 2013 9:17 AM Flag

    Software Industry Fundamentals

    CCUR has the most incredible fundamentals in software industry, see its income statement: http://finance.yahoo.com/q/is?s=CCUR

    CCUR has seen huge, consistent growth every quarter in revenues, gross profit, operating profit, and net income! In fact, CCUR's net income last quarter was up 450% from three quarters ago and its operating income was up 559% from three quarters ago.

    CCUR has reduced operating expenses from being 56.2% of revenues three quarters ago to only 51.8% of revenues last quarter, while simultaneously increasing gross margins from 57.4% to 59.1%. This has allowed CCUR's operating profit margin to rise over the past twelve months from 1.2% all the way up to 7.3%.

    Last quarter alone, CCUR earned GAAP EPS of $0.11 and non-GAAP EPS of $0.16. CCUR's fundamentals will likely continue improving as they are now beginning to power Virgin Media's Virgin TV Anywhere platform for video on demand (VOD) delivery to the tablets/smartphones of their 3.8mm subscribers. Time Warner Cable just launched their new Android and iOS apps, and CCUR's CDN technology is now powering VOD delivery to the mobile devices of their 12mm subscribers.

    CCUR's business will continue to boom as pay-TV operators launch multi-screen services to better compete with Netflix (NFLX). NFLX Is up 347% over the past year and their quarterly operating income is only up 97% vs. CCUR's operating income up 559%. NFLX's operating margin has only improved from 1.8% to 3.1%, while CCUR's has improved from 1.2% to 7.3%. CCUR operating margins are now 235% above NFLX and NFLX is trading with an enterprise value/revenue ratio of 3.48, which would value CCUR at $27.69 up 299% from its current price of $6.94.

    NFLX has negative cash flow vs. CCUR's cash flow of $7.13mm. CCUR is trading with an enterprise value of only $38.38mm or 5X cash flow! CCUR pays a huge 3.5% cash dividend yield not including last year's bonus dividend that increased their total cash dividend yield to 10.7%.

 
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