CCUR, by NIA, Lebed

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Here is Lebed, this morning (Jun 18) $8 still not decisively breached, but getting there

Comcast last week unveiled the X2, the latest version of its cloud-connected X1 entertainment platform. X2 uses the new XI3 Network DVR, which uses cloud storage for your recorded shows, and doesn't even have a hard drive for local storage. The box itself is three times smaller and uses 50 percent less energy as a result, and you can now access your recorded shows from a variety of devices, including smartphones and tablets:http://www.theverge.com/2013/6/11/4418868/comcast-xi3-dvr-ditches-hard-drive-puts-your-recordings-in-cloud

 

Concurrent (CCUR) was the first company to ever deploy a Network DVR service when it deployed "Start Over" and "Look Back" for Time Warner Cable and Bright House, making CCUR the most experienced vendor in the cable TV industry at Network DVR technology. Here is a PDF aboutCCUR's Network DVR technology that was used to launch "Start Over" and "Look Back" for two of the largest U.S. cable TV operators:http://www.ccur.co.jp/new_pdf/RealTimeMedia.pdf

 

Check out this must read article entitled 'Will Concurrent Wield Its New nDVR Weapon?' about how CCUR has gained the legal high ground when it comes to Network DVR applications and services after scoring a key patent that manages how effectively and efficiently video is ingested into the system and prepared for playback: http://www.lightreading.com/network-dvr/will-concurrent-wield-its-new-ndvr-weapon/240128827

 

If Time Warner Cable or Bright House decide to launch fully featured Network DVR services, there is a good chance they will go through CCURbeing that they were very pleased by how quickly CCUR deployed their "Start Over" and "Look Back" services, which both TWC and CCUR won an Emmy Award for!

 

Read the following article entitled 'Time Warner Cable Eyeing Network DVR Case': http://www.lightreading.com/video-services/time-warner-cable-eyeing-network-dvr-case/240094594 It quotes TWC's CEO who said that because Start Over uses much of the underlying technology needed for a fully featured Network DVR deployment, TWC could be able to deploy such a service "fairly quickly".

 

CCUR's two largest clients are TWC and Cox, America's two largest cable TV operators after Comcast. Together they generate about 1/4 of CCUR's revenues. Check out this article: http://www.iptv-news.com/2012/08/cox-the-unknown-of-the-roi-on-cdn-deployments-is-a-big-concern/ It quotes the director of network architecture at Cox, "We are looking at using a Content Delivery Network for network DVR (nDVR) and IP video delivery."

 

Because Cox has been such a major loyal client of CCUR for over a decade, if they decided to roll out Network DVR - there is a good chance they will go through CCUR too!

 

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I am affiliated with a firm that owns 250,093 shares of CCUR that they intend to sell in the open market and can sell at any time. This firm reserves the right to add to its CCUR position at any time. Never invest into a stock we discuss unless you can afford to lose your entire investment. For our full disclaimer go to: http://lebed.biz/disclaimer.htm

 

Jonathan Lebed

Lebed.biz

Staff