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Cisco Systems, Inc. Message Board

  • jongt843 jongt843 Aug 9, 2013 9:51 AM Flag

    Next Week's Biggest Gainer

    CCUR holds the #1 video on demand (VOD) technology market share and is currently only $8.14 with a market cap of $71.25mm, $22.37mm in cash, and an enterprise value of $48.89mm or 0.77X revenues and 8.73X free cash flow. The #2 VOD technology market share leader SEAC has an enterprise value/revenue ratio of 1.72, which would value CCUR at $14.98 per share. SEAC also has an enterprise value/free cash flow ratio of 19.83, which would value CCUR at $15.24 per share.

    CCUR's gross margin last quarter of 59.07% exceeded SEAC's gross margin of 53.67%. CCUR also has an operating margin last quarter of 7.28% vs. SEAC's operating margin of negative (5.1%). Plus, CCUR grew revenues last quarter by 3.9% while SEAC's revenues were down (2.9%).

    CCUR recently raised its dividend by 100% to $0.48 per share for a HUGE yield at $8.14 of 5.9%, the highest in its space! CCUR's MediaHawk technology delivers VOD to 50mm households worldwide and CCUR is now capturing a huge share of the booming multi-screen CDN video delivery market. Besides just delivering video to set-top boxes, CCUR's MediaHawk now delivers video to tablets, smartphones, and smart TVs - for clients like Time Warner Cable (2nd largest U.S. cable TV operator) and Virgin Media (largest U.K. cable TV operator)!

    Managed VOD services are expected to grow at a rate of 28% annually through 2017 and IP-based video delivery through CDNs is expected to increase 12-fold by 2020! CCUR was just awarded a patent for demand-based edge caching of video content, a method and system of prioritizing and intelligently caching video content at the edge of a CDN based on asset demand. CCUR's caching technology ensures content is stored and delivered as efficiently as possible, minimizing the use of their customers' valuable network resources.

 
CSCO
27.52Mar 31 4:00 PMEDT