- 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.
SeaChange rallies following bullish SA Pro article
Sep 4 2013, 18:53 ET