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Synacor, Inc. (SYNC) Message Board

  • new_tech_investor new_tech_investor Aug 4, 2012 3:36 PM Flag

    New NIA Message Re: LA Times Article

    The LA Times just published a brand new must read article entitled "Olympics are an online hit for NBC" and you can read it by clicking here. It reports the unbelievably amazing and shocking news that NBC has disclosed 75 million Olympic TV Everywhere streams in just the first 7 days of the Olympics! We still don't know the exact amount of authenticated users, but we do know that Synacor (SYNC) is authenticating for about 1/3 of the 102 pay-TV companies providing access. We also know that a minimum of 1.5 million total users have authenticated with NBC because they reported delivering 1.5 million live streams for the women's gymnastics team finals when the U.S. women's gymnastics team took the gold medal!

    NIA bets that every single one of the 1.5 million Americans who watched the U.S. women's gymnastics team win the gold medal live through TV Everywhere felt like they were the luckiest person in the world! NBC didn't air the event on TV until over 6 hours later but even with it pre-recorded, NBC received 35.8 million total viewers in prime time, an all time record high rating for any Olympic event in history!

    NBC was criticized months ago by many people in the media who predicted their prime time TV ratings would collapse if they aired events live through their TV Everywhere portal well in advance of them airing on nationwide TV. NBC has now proven that TV Everywhere doesn't hurt TV ratings, but actually adds to them! Over 60% of the 1.5 million Americans who watched the U.S. women's gymnastics team win the gold medal live through TV Everywhere, watched NBC's prime time TV coverage of the event too!

    The word is going viral about NBC's Olympic TV Everywhere coverage! The 1.5 million people who watched the U.S. gymnastics team win gold know better than anybody else how huge TV Everywhere is about to become in the U.S. Most of them likely called their friends afterwards and told them to watch NBC's prime time coverage later that evening to see what happened. They also probably urged their friends to authenticate themselves the next day to watch any of the dozens of Olympic events that are streaming live each day simultaneously!

    Thursday was a watershed moment for the TV Everywhere space, which is about to experience growth in U.S. consumer usage that was last seen in consumer usage of social networks back in 2005/2006. Besides the 1.5 million people who watched the women's gymnastics team live on Thursday, another 1.2 million people watched Michael Phelps' huge 200 IM gold medal victory! NIA is sure that NBC's total authenticated Olympic TV Everywhere users is many times greater than 1.5 million and it is very possible that SYNC has already authenticated 1.5 million pay-TV subscribers on their own!

    NBC will definitely set a record for both TV Everywhere authenticated users and online video streams for a single event of any type in history! NBC's two mobile apps for the iPhone and iPad are now the #1 and #2 top downloaded apps on iTunes this past week and SYNC's authentication system is built into them!

    Reality is finally coming to light with SYNC rising $0.99 to $10.10 on Friday and up 14% in the last two trading days! Not only is SYNC fundamentally the most undervalued high growth technology play on Wall Street and technically the most extremely oversold stock in the market, but SYNC is now in a position to blow away the current insanely low expectations that are priced into the stock. SYNC has never been more hated than it is right now, but by the end of next week SYNC could become the most loved stock in the market!

    If SYNC just announces that they authenticated 1 million or more Olympic TV Everywhere users and that the Olympics broke the record for the most authenticated TV Everywhere users in history, NIA believes it could be enough to take SYNC back to $15 practically overnight!

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