06-26-2013, 12:28 AM
CCUR now is the no.1 'big data analytics' play, according to this mornings email from..
By far the biggest buzz terms on Wall Street today are 'Big Data' and 'Big Data Analytics'. Hundreds of millions of dollars are being invested into start-up companies looking to take advantage of this year's 'Big Data Analytics' boom! Click here to see the current Google Trends rating for 'Big Data Analytics' or take a look at the chart below:
Interest in 'Big Data Analytics' has been skyrocketing like no other buzz term that NIA has ever seen before! It currently has a Google Trends rating of 100 vs. 42 in July of 2012 and 5 in July of 2011. Current interest in 'Big Data Analytics' is at a new all time high after increasing 20-fold during the most recent 24 months! During just the past 9 months, buzz about 'Big Data Analytics' has doubled!
What is 'Big Data' and why the "Big Fuss" about it? 'Big Data' is data that is either too large, too complex, or too dynamic for conventional data tools to capture, store, manage and analyze. The right use of 'Big Data' allows analysts to spot trends and gives niche insights that help create value and innovation much faster than conventional methods.
The world's technological capacity to store information has been doubling every 40 months, and there are currently 2.5 quintillion bytes of data being created on a daily basis! Dozens of start-up 'Big Data Analytics'firms are creating innovative new technologies that will extract enormous value from 'Big Data' in the form of information and insight. Companies that develop leading 'Big Data Analytics' solutions will revolutionize dozens of industries, by allowing organizations to process and analyze a vast array of information in new ways - helping them achieve breakthrough business outcomes.
'Big Data' may be nothing new for a global telecommunications giant that collects tens of billions of call records daily, or an oil exploration company that analyzes terabytes of geologic data daily, or a stock exchange that processes millions of trades per day - but traditional analytics solutions weren't efficient enough to extract real value from this data. New advanced analytics technologies and techniques enable organizations to extract insights from data with previously unachievable levels of sophistication, speed and accuracy.
Business executives around the world are beginning to successfully utilize 'Big Data Analytics' solutions to gain information and insight that gives them major competitive advantages in their respective industries. Major corporations will spend billions of dollars this year on 'Big Data Analytics', and these corporations will extract major value from their 'Big Data' in countless different ways including: product quality improvements, network downtime reductions, customer satisfaction improvements, research efficiency improvements, improved management decisions, better targeted advertising/marketing, improved network/data security, boosted employee productivity, improved data transparency and usability, and improved operational efficiency.
This year's first major 'Big Data' IPO just occurred on May 17th when Tableau Software (DATA) went public at $31 per share, raising $254.2 million! Yesterday, DATA closed at about $55 per share, up 77% from its IPO price in just over one month. DATA now has a market cap of $3.16 billion or 22X its revenues of $143 million! The fact that DATA is currently trading at an enormous price/sales ratio of 22, shows just how hot 'Big Data' stocks will become in the months ahead!
One of the industries that 'Big Data Analytics' is beginning to revolutionize the most is cable TV. A major article entitled 'Big data analytics vital for cable companies' was published in January: http://www.attunity.com/
Almost nobody knows this but TWC is using the 'Big Data Analytics' solutions of Concurrent (CCUR)! Not a single person in the mainstream media or on Wall Street has written yet about CCUR being a leading 'Big Data'play! With CCUR currently trading with an enterprise value/revenue ratio at $7.16 of only 0.64, CCUR could potentially become the NASDAQ's biggest percentage gainer in the weeks ahead as investors begin to realize that CCUR is one of the most established publicly traded 'Big Data Analytics' companies in the world today!CCUR's business is currently valued at only 0.64X revenue (vs. DATA being valued at 22X revenue) and CCURis extremely profitable, cash flow positive, and paying a HUGE dividend yield of 6.7%! CCUR has no where to go but up and up BIG TIME! CCUR could potentially allow investors to prosper more than any other 'Big Data' stockduring this year's 'Big Data' boom!
Click on the following link to learn about CCUR's 'Big Data' technology up close: http://ccur.com/home/products/
It says that CCUR's highly scalable "Big Data" solution platform provides essential business intelligence for many groups in an organization, including: business management teams, marketing teams, programming teams, advertising teams, and operations teams! CCUR's intelligence solution provides critical guarantees for the quality, integrity and timeliness of the data being extracted, organized and presented to various stakeholders.CCUR's analytics consultants work with its clients to identify key information, and provides direct access to custom or pre-designed reports and dashboards. CCUR's platform utilizes best-of-breed, proven cloud computing technologies to scale based on a company's needs, and all data is privacy-protected for security purposes.
Click on the following link for a more detailed PDF about CCUR's 'Big Data Analytics' solutions:http://ccur.com/docs/default-
It says that CCUR utilizes only the most advanced technologies to tackle the daunting “Big Data” challenges facing operators today including: Hadoop, Hive and hbase, just to name a few. Once usage data is collected from various sources and correlated, the data is unified and accessed through the media intelligence portal for analytics and reporting. This highly scalable "Big Data" solution platform enables business management, marketing, programming, advertising and operations teams to optimize their multi-screen services offerings!
To learn about Hadoop technology go to: http://www-01.ibm.com/
To learn about Hive technology go to: http://www-01.ibm.com/
To learn about hbase technology go to: http://www-01.ibm.com/
These are the same technologies that DATA is using to develop their 'Big Data' solutions (see for yourself):http://kb.tableausoftware.com/
With DATA trading for 22X sales and major well-known venture capital firms in recent weeks announcing deals to invest hundreds of millions of dollars into 'Big Data' start-ups across every applicable industry - as soon asCCUR gets discovered as a major 'Big Data' play this summer - NIA believes CCUR could very quickly rise to an enterprise value/revenue ratio of between 2 and 3, which will value CCUR between $17 and $24.22 per share!
'Big Data' is so HOT that CCUR's 'Big Data Analytics' division alone is probably worth a lot more thanCCUR's enterprise value at $7.16 of only $40.31 million! NIA believes CCUR is receiving NO value for its MediaHawk video delivery technology, which currently has an installation base that streams video to 50 million pay-TV households worldwide! All together, the total severs shipped to pay-TV operators containing CCUR's MediaHawk software solutions support over 2.4 million concurrent VOD streams. This means approximately 5% of the subscribers of CCUR's clients can watch VOD content concurrently!
CCUR's 2.4 million+ shipped streams represents a market share of approximately 30% of the estimated 8 million total VOD streams of different vendors deployed around the globe! CCUR's market share combined with the market shares of the following four CCUR competitors represent over 90% of the total VOD market:Seachange (SEAC), Cisco (CSCO), Harmonic (HLIT), and Motorola - recently acquired by Arris (ARRS). Any one of CCUR's rivals could easily acquire CCUR using just their spare pocket change!
The lowest NIA can picture CCUR being acquired for is $12 per share, which would equal a CCUR enterprise value of $82.68 million. CSCO entered the VOD space by acquiring a VOD start-up Arroyo Video in 2006 for $92 million in cash. Arroyo had practically no revenues and hadn't yet deployed a meaningful amount of streams, but CSCO paid $92 million for them in an attempt to compete with CCUR and SEAC. CSCO would've been much better off acquiring CCUR because CCUR today has more than double the streams deployed vs. CSCO, and CCUR's MediaHawk just surpassed CSCO's CDE to become the #1 rated on demand platform by Current Analysis, the industry's leading unbiased technology review firm!
CSCO paid $92 million just to break into the VOD business, yet today it has an opportunity to offer 10% less or $82.68 million to acquire the industry's leading vendor CCUR at $12 per share - for a premium of 67.6% over yesterday's close of $7.16! CSCO would instantly become the world's dominant VOD technology vendor with an estimated 45% market share.
If that wasn't enough incentive for CSCO to consider making an offer of $12 per share to acquire CCUR, CSCOis extremely bullish on 'Big Data' and CCUR would be an opportunity for CSCO to instantly become the leading'Big Data Analytics' solutions provider for the pay-TV industry! CSCO recently published a PDF report entitled,"Unlocking Value in the Fragmented World of Big Data Analytics - How Information Infomediaries Will Create a New Data Ecosystem." http://www.cisco.com/web/
Plus, lets not forget that America's #1 cable TV operator Comcast with 22 million subscribers, is getting ready to roll-out its brand new cloud-based Network DVR (nDVR) service across the U.S.! For the first time ever, Americans are learning about the HUGE potential of cloud-based nDVR technology! So far, only Cablevisionhas launched a fully featured nDVR service to its 3.2 million subscribers, but with Comcast's major announcement - NIA expects the majority of America's largest pay-TV operators to announce their own nDVRplans in the weeks ahead!
A few years ago, America's #2 cable TV operator TWC (12 million subscribers) along with America's #6 cable TV operator Bright House (2 million subscribers) were the first to use nDVR technology to launch two extremely popular services "Start Over" and "Look Back". TWC and Bright House chose CCUR for their deployments of "Start Over" and "Look Back", which CCUR won an Emmy Award for! Although these cloud-basedservices don't have all of the capabilities of a fully featured nDVR service, if TWC and Bright House decide to soon launch fully featured nDVR services - it will be based on the same technology infrastructure and therefore they will likely select CCUR once again for these MAJOR technology/service deployments!
CSCO doesn't have the nDVR experience CCUR has. For "Start Over" and "Look Back" services based onnDVR technology, CCUR holds a dominant 65% market share, which is another reason CSCO should acquireCCUR. CSCO also doesn't have the extremely valuable nDVR patents that CCUR was awarded:http://www.lightreading.com/
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 235,093 shares of CCUR. NIA intends to sell its CCUR shares in the future and can do so anytime. NIA reserves the right to add to its CCUR position at any time.
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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