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Netflix, Inc. Message Board

  • goodwe212 goodwe212 Jul 8, 2013 9:55 AM Flag

    The Next NFLX!


    Research CCUR, it is currently $7.49 and has only 8.754mm s/o, a market cap of $65.57mm, cash of $22.37mm, no debt, and an enterprise value of $43.2mm. CCUR's enterprise value is only 0.68X revenues of $63.23mm, 6.06X operating cash flow of $7.13mm, and 7.71X free cash flow of $5.6mm. CCUR's EPS was up 175% last quarter and it just raised its dividend by 100% to $0.48 per share for a yield of 6.45%.

    CCUR leads some of the world's hottest technologies! CCUR leads the video on demand (VOD) delivery business with over 2.4mm streams deployed worldwide and 4 of America's 6 largest cable TV operators as clients. The #2 VOD technology vendor Seachange (SEAC) closed yesterday at $11.79 and is about to break its 52-week high of $12.10. SEAC has an enterprise value of $271.86mm or 1.74X revenues of $156.11mm, 15.6X operating cash flow of $17.43mm, and 20.02X free cash flow of $13.58mm. An enterprise value of 1.74X revenues would value CCUR at $15.12. An enterprise value of 15.6X operating cash flow will value CCUR at $15.26. An enterprise value of 20.02X free cash flow will value CCUR at $15.36.

    CCUR also provides the leading Big Data Analytics software solutions being utilized by cable TV operators. CCUR tracks the behavior of 35 million cable TV subscribers and has already processed 15 billion transactions. Big Data Analytics is the #1 hottest tech space on Wall Street. Tableau Software (DATA) recently had its IPO at $31 and hit a new 52-week high Friday of $63 for a gain of 103%. DATA's enterprise value is currently 25X revenues vs. CCUR's enterprise value of 0.68X revenues!

    CCUR's business is booming as pay-TV operators upgrade their systems to provide new Network DVR, start-over, and look-back services. CCUR is also powering multi-screen services by delivering video to tablets and smartphones for major cable TV operators like Time Warner Cable! Plus, CCUR offers leading content delivery network (CDN) solutions and just signed a huge CDN deal with Virgin Media!

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