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Cisco Systems, Inc. Message Board

  • goodwe212 goodwe212 May 16, 2013 2:41 PM Flag

    CCUR Ranked Ahead of CSCO, Could Rapidly Double in Value


    There is a small-cap company that competes with CSCO in the video on demand server space Concurrent (CCUR) and their VOD platform was just rated #1 by Current Analysis ahead of CSCO! CCUR's EPS has been ramping up faster than any other small-cap technology stock with their quarterly GAAP EPS soaring over the most recent twelve months quarter-to-quarter from $0.02, to $0.04, to $0.08, and $0.11. CCUR is trading for only $7.09 per share with 8.75mm shares outstanding, a market cap of $62.07mm, cash of $22.37mm, an enterprise value of $39.7mm, and revenues of $63.23mm!

    CCUR is the pay-TV industry's #1 VOD and multi-screen technology provider with major well-known clients including Time Warner Cable, Rogers, Cox, Charter, Bright House, and Virgin Media. CCUR's new IP CDN multi-screen platform allows pay-TV operators to combine classic VOD with new IP-based networks to deliver VOD TV shows and movies to tablets, smartphones, and all other IP connected devices, while also quickly and cost effectively expanding their VOD title capacity. CCUR's IP CDN multi-screen platform recently began delivering VOD programming to the iOS and Android mobile devices of Time Warner Cable's 12 million cable TV customers!

    CCUR's closest video delivery competitors are Seachange (SEAC), which has gross margins of 52% and an enterprise value/revenue ratio of 1.65, and Harmonic (HLIT), which has gross margins of 46% and an enterprise value/revenue ratio of 0.90. CCUR has higher gross margins of 59% and is extremely undervalued with an enterprise value/revenue ratio of 0.63. CCUR trailing GAAP EPS is now up to a record high of $0.25 while SEAC and HLIT both currently have negative trailing GAAP EPS. CCUR must rise to a new 52-week high of above $9 to match HLIT's EV/rev ratio and $14.47 to reach SEAC's EV/rev ratio! CCUR pays a huge 3.4% cash dividend yield, which is even more than CSCO!

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