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Intel Corporation Message Board

  • jowslir632 jowslir632 Apr 6, 2013 9:11 PM Flag

    INTC about to Become Huge OTT Video Play

    INTC is about to become a huge OTT video play like NFLX and although we don't know which service provider will power INTC's OTT platform, Concurrent (CCUR) is an extremely undervalued company capitalizing on this space. CCUR holds a 30% video-on-demand (VOD) market share and is seeing its profits explode from the new rapidly growing multi-screen video delivery boom. Last quarter, CCUR's EPS was double the quarter before and quadruple the quarter prior to that one, and that's not including the signing of Virgin Media (VMED), CCUR's largest new multi-screen client in history.

    VMED is the largest cable TV operator in the UK and CCUR is beginning to power VMED's Virgin TV Anywhere, which delivers TV and on demand content to VMED's 3.8mm subscribers. CCUR already powers the Xvie multi-screen service of Jupiter, the largest cable TV operator in Japan.

    CCUR's VOD clients include 4 of the 6 largest cable TV companies in the U.S. and that's not including CCUR recently announcing a huge deal to double the VOD title capacity of an unnamed Top 5 North American pay-TV company. CCUR is currently trading for only $7.24 with an extremely low enterprise value of only $42mm, for an enterprise value/revenue ratio of just 0.67.

    CCUR has large gross margins of 58.81% and has been profitable four consecutive quarters.. CCUR's competitor HLIT has gross margins of only 44.59% and is losing money, yet is trading with an enterprise value/revenue ratio of 0.83. CCUR's competitor SEAC has gross margins of only 50.18% and is losing money, yet is trading with an enterprise value/revenue ratio of 1.81. For CCUR to match SEAC's multiple, CCUR needs to reach a share price of $15. For CCUR just to trade with an extremely low enterprise value/revenue ratio of 1, CCUR needs to reach a share price of $9.50.

 
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