A Possible 50%-100% Gain Coming for this Stock in 4-5 Trading Days!
CCUR is the brand new leader of the hottest U.S. tech space, and is undiscovered! CCUR has built the world's #1 largest video on demand (VOD) market share and now reaches 50mm pay-TV households. Pay-TV operators in 2013 will invest into deploying IP networks using CDNs and CCUR is allowing them to do so using its unified CDN technology that supports both classic VOD and multi-screen video delivery!
CCUR launched the world's 1st VOD service in 1999 and VOD is still growing rapidly today with Americans spending 40% more time watching VOD in 2012 vs. 2011. Pay-TV operators made huge investments into their VOD systems and don't want to do away with them when VOD is generating the industry $1.2 billion in annual movie revenue and will start adding up to $1 billion in ad revenue in 2013 due to CCUR's VOD ad insertion technology.
Pay-TV operators must soon deploy IP CDNs to support multi-screen video delivery to tablets, smartphones, and smart TVs. Only CCUR allows them to transition to IP while enhancing their VOD architecture. CCUR's 3Q earnings release announced a new CDN client that is a Top 5 North American MSO. Several investors have figured out it is Time Warner Cable (TWC), the #2 U.S. cable TV operator.
CCUR has deployed their unified CDN technology at TWC's new IP CDN in Denver and successfully integrated TWC's classic VOD with their new IP network. This will allow TWC to quickly double their VOD title capacity. TWC in April announced the launch of a new iOS app that is using CCUR's technology to deliver VOD and live TV to the tablets/smartphones of their subscribers both in and out of the home.
CCUR is $7.15 with an enterprise value of $40.22mm or only 0.64X trailing revenues of $63.226mm! CCUR has non-GAAP EPS of $0.43 and will likely finish its fiscal year ending June 30 with non-GAAP EPS of $0.50. CCUR's main rival SEAC is currently $10.51 with non-GAAP EPS of $0.48 that will fall to $0.44 after its 1Q results. SEAC's P/E of 24 will make CCUR $12 soon!