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+--- Thread: SYNC (/showthread.php?tid=1617)
SYNC - admin - 09-17-2012
It is amazing how Synacor (SYNC)'s three largest cable TV clients have recently been leading the cable TV industry in video subscriber growth, while SYNC's telco TV client has been leading all pay-TV companies in video subscriber growth! In addition, SYNC's largest broadband client has been leading the telecommunications industry in broadband subscriber growth!
SYNC now has America's #4, #7, #9, and #10 largest cable TV companies as TV Everywhere portal clients. SYNC's three largest cable TV clients Charter, SuddenLink, and CableOne, are the only cable TV operators in the U.S. that actually added video subscribers in the 1Q of 2012 on a net basis! Charter grew by 20,000 video subscribers (to a total of 4,302,000), SuddenLink grew by 27,000 video subscribers (to a total of 1,250,200), and CableOne grew by 916 video subscribers (to a total of 622,339).
This compares to America's largest cable TV company Comcast, which lost 39,000 video subscribers in the 1Q (to a total of 22,294,000) and has now lost video subscribers for 21 straight quarters. America's second largest cable TV company Time Warner Cable lost 94,000 video subscribers in the 1Q (to a total of 12,468,000). SYNC just launched their CableOne portal this weekend, which will contribute big time at helping SYNC achieve a record breaking 4Q in terms of revenues, EBITDA, net income, cash flow from operations, unique visitors, search queries, and ad impressions!
Besides having 4 of America's 10 largest cable TV companies as clients, SYNC also has America's #1 largest telco TV company Verizon Fios as a TV Everywhere portal client! Verizon Fios is leading the pay-TV industry in video subscriber growth! Verizon Fios added 180,000 video subscribers in the 1Q and another 134,000 video subscribers in the 2Q, bringing their total video subscriber base up to 4.5 million!
SYNC even has America's #3 largest telecommunications company, CenturyLink, as a TV Everywhere portal client. In the 2Q of 2012, CenturyLink led the industry by adding 18,000 broadband connections and now has a total of 5.76 million. On an overall basis, America's telecommunications companies lost 70,000 broadband connections in the 2Q. America's #1 largest telecommunications company AT&T lost a net of 96,000 broadband connections in the 2Q. America's #2 largest telecommunications company Verizon gained a net of only 2,000 broadband connections in the 2Q.
It is absolutely INSANE how the cable and telco TV companies leading in U.S. video subscriber growth as well as the telecommunications company leading in U.S. broadband subscriber growth, are all SYNC TV Everywhere portal clients! SYNC is growing much faster than all of its clients and was just featured in Inc. Magazine as one of the fastest growing companies in the country!
SYNC's #1 client Charter (CHTR) reached a new all time high on Friday of $83.41 per share and now has a market cap of $8.32 billion. Including CHTR's debt it is now a $21.18 billion company. CHTR's share price has made the largest percentage gains in the industry over the last 12 months with a gain of 69%!
CHTR is currently trading with an enterprise value/sales ratio of 2.88 vs. SYNC's enterprise value/sales ratio of only 1.53! SYNC should be trading at much higher multiples than CHTR! SYNC's 2Q revenues were up 58% with both EBITDA and net income up 100%. CHTR's 2Q revenues were only up 5% and CHTR reported a large net loss of $83 million.
Clearly, SYNC deserves to at least trade with CHTR's enterprise value/sales ratio of 2.88 immediately, which would value SYNC at $11.09 per share right away! With SYNC being extremely profitable (unlike CHTR) and growing much faster than CHTR, SYNC actually deserves a much higher enterprise value/sales ratio than 2.88. SYNC deserves to trade a lot higher than $11.09 and will still be a steal at $11.09!
SYNC could reach $11.09 by the close of trading this Friday! NIA expects SYNC to make the NASDAQ's biggest percentage gainers list multiple times this week! SYNC is long overdue to make the largest bounce in the market! In NIA's opinion, SYNC will begin its massive bounce early this week now that all of its lock-up expiration and options resistance is finally gone after trading 20,278,397 shares since its August 13th lock-up expiration!
NIA is not an investment advisor and is not making any target prices or financial projections. Never invest based on anything NIA says. Always do your own research and make your own investment decisions. NIA never recommends to buy or sell any stock.
Disclaimer: NIA currently owns 486,035 shares of SYNC. NIA intends to sell these shares in the future and can do so at any time. NIA reserves the right to add to its SYNC position at any time.
NIA is not an investment advisor. This email is not a solicitation or recommendation to buy, sell, or hold securities. Never make investment decisions based on anything NIA says. This email is meant for informational and educational purposes only and does not provide investment advice.
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RE: SYNC - admin - 06-07-2013
Enormous pump from the guys who managed to get Broadvision (BVSN) from $8 to $50+, the NIA, but the end result is still the same. A little curious, as this was is a half decent company (it's even cash flow positive) which had a positive analyst following. A real promotion bombardement from the NIA could only do so much though.