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Fortinet Inc. Message Board

  • bbajf591 bbajf591 Apr 11, 2013 11:54 AM Flag

    Shocking: Small Company Leads Huge Booming Industry, About to Explode!

    There were 45mm online streams of the NCAA March Madness games this year, up 158% year-over-year and 60% of these streams were to mobile devices! Concurrent (CCUR) is an extremely undervalued low floater that will capitalize most from this booming market! CCUR's MediaHawk technology can deliver any video format, to any screen, over any network!

    CCUR was the first software company to introduce a commercial video on demand (VOD) service over a decade ago with Time Warner Cable. Today, CCUR has a 30% market share of the VOD space with 212 VOD deployments across 4 continents and a reach of 50 million VOD homes. The VOD industry is expected to once again see major spending increases beginning this year.

    CCUR's biggest fundamental growth by far will come from its MediaHawk multi-screen video delivery technology capturing a huge share of the new booming multi-screen video delivery market! So far, CCUR has deployed its multi-screen technology for the largest cable TV operators in both the UK and Japan, giving CCUR an early reach of 6.3mm households while the market is still in its infancy!

    MSFT's Mediaroom multi-screen technology has a reach of 11mm households and is similar to CCUR's MediaHawk but without the ability to bridge new multi-screen IP services to classic VOD services. Ericsson (ERIC) was trailing behind both MSFT and CCUR with a reach of 5mm households. ERIC just announced a deal to acquire MSFT's Mediaroom with a reach of 11mm households, for just under $200mm. This deal will instantly make ERIC the multi-screen video market share leader, with a reach of 16mm households and 25% market share.

    If MSFT's Mediaroom reach of 11mm households was worth just under $200mm, CCUR's initial MediaHawk multi-screen reach of 6.3mm households is probably worth around $100mm. CCUR needs to rise by 164% from $7.16 to $18.88, for its enterprise value to reach $140mm, enough to properly value its real-time, MDI, and video solutions businesses!

 
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