- In an article embargoed until 10:30AM ET, Helix Investment Research argues the cable/pay-TV equipment maker's next-gen Adrenalin video delivery platform (built to handle multi-screen video transmissions/advertising) will lift growth. The author points out Adrenalin had scored 38 design wins as of March, and that three telco clients have been added since.
- SeaChange's (SEAC +4.4%) new Infusion video ad platform is also viewed as a growth driver. Infusion allows customers to jointly manage TV and online ad campaigns, and to target users across both mediums.
- The author also observes Helix has $3.70/share in cash/investments and no debt, and is open to returning some of those funds to shareholders.
From other sites
at CNBC.com (Dec 22, 2014)
at Benzinga.com (Dec 22, 2014)
at MarketWatch.com (Jun 5, 2014)
at CNBC.com (Feb 28, 2014)
at MarketWatch.com (Dec 6, 2013)
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