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Sirius XM Holdings Inc. Message Board

  • frankf4u489 frankf4u489 May 1, 2013 3:18 PM Flag

    Investors Starting to Exit SIRI and Enter CCUR

    SIRI is near a short-term peak and CCUR is next to skyrocket for huge percentage gains this week after reporting unbelievably strong 3Q results last night! CCUR last quarter signed a major Time Warner Cable (TWC) multi-screen CDN video delivery contract and a similar contract with Virgin Media (VMED). TWC is the #2 largest pay TV company in the US and VMED is the #1 pay-TV company in the UK! CCUR's unique one-of-a-kind technology is allowing its cable TV clients to expand their video on demand (VOD) capacity from a central location to deliver more VOD titles and adding delivery to mobile IP devices like smartphones and tablets! CCUR has the #1 global VOD market share with a reach of 50mm households and just captured the world's largest multi-screen market share yet its enterprise value is below $40mm!

    CCUR reported 3Q results last night and their quarterly revenues of $16.9 million were their highest in 2 years and way ahead of average analyst estimates of $16.3 million. CCUR earned 3Q GAAP EPS of $0.11 , which surpassed analyst estimates be 22.2%. CCUR has successfully grown GAAP EPS in its most recent quarters from $0.02 to $0.04 to $0.08 and now $0.11. On a non-GAAP basis excluding amortization and share-based compensation, CCUR has trailing 12 month non-GAAP EPS of $0.43, which is up from $0.35 at the end of 2Q 2013, and will rise to an estimated $0.50 for the full fiscal year of 2013, which ends on June 30th.

    CCUR's closest video delivery software competitors SEAC and HLIT have P/Es of 25. This would currently value CCUR at $10.75 based on its latest non-GAAP EPS of $0.43. A P/E of 25 would also value CCUR at $12.50 based on its estimated year-end non-GAAP EPS of $0.50! CCUR's EPS is rapidly growing while SEAC and HLIT report declining EPS each quarter. This means CCUR deserves a higher P/E of 30 and a share price of $15, more than double its current price! Watch CCUR begin exploding tomorrow!

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