NIA More Bullish on SYNC than Ever, Read ASAP!

NIA learned a lot about Synacor (SYNC) Tuesday from their presentation in New York City! Read all of the shocking details below from NIA's notes. NIA is now a lot more confident about SYNC than ever before!

 

SYNC now has a large national footprint of cable/telco/satellite television companies located across all parts of the U.S. who have their own TV Everywhere portals using SYNC's platform. SYNC's reach of 21.3 million unique visitors per month makes advertising on SYNC's TV Everywhere portals very attractive to advertisers. SYNC has built their own large direct advertising sales force. SYNC's revenues will grow substantially as they fill more advertising space with advertisements they sell directly as opposed to advertisements being placed by third-party ad networks.

 

SYNC has successfully created extremely successful marketing campaigns on their portals for a huge variety of direct advertisers including Buick, Esurance, Capital One, and many others. SYNC often helps advertisers achieve far better response rates than other online portals and very frequently receives orders from current or past advertisers for multiple future campaigns.

 

SYNC's TV Everywhere portal homepages have an integrated promotional module that provides for multiple links to different but related content and is able to achieve a response rate that is 7-10X higher than standard banner advertisements on other portals.

 

SYNC's TV Everywhere portal technology allows them to offer advertisers the ability to launch ad campaigns that target consumers based on demographics, geographic location, online behaviors, products purchased, content liked, and more. SYNC is able to charge a huge premium for this type of targeted advertising.

 

SYNC now competes directly with AOL, MSN, Google, Yahoo, and other very popular online portal destinations. SYNC is taking a lot of business away from these companies. SYNC is growing at a substantially higher rate than all other major online portals, whether in terms of revenues, traffic, or other key metrics! SYNC is the only major TV Everywhere portal of its type!

 

SYNC's TV Everywhere portals are created and operated exclusively by SYNC. Each portal is given a unique look and feel based on the brand of SYNC's clients. Each of SYNC's clients have very reputable and respected brands, as well as customers who expect safe and trusted content.

 

SYNC's TV Everywhere portals provide top quality free content in nearly all major categories including entertainment, news, sports, finance, lifestyle, education, kids, online services, and more. All together SYNC licenses their content from 75 different well-known providers.

SYNC has monetized search through a special deal with Google that is unlike any other online destination site. When somebody does a search from the Google search bar on SYNC's TV Everywhere portals and they click on a sponsored link in the results, SYNC receives a large cut of the revenues that Google generates and SYNC then gives a cut of their revenues to their cable/telco/satellite television company clients.

 

When a cable/telco/satellite television companies installs high-speed Internet services into a home, they automatically make their TV Everywhere portal being powered by SYNC's platform the automatic home page that loads after opening their web browser. Home pages are the most highly monetized web pages on all of the Internet and SYNC knows how to monetize them better than anybody else in the world.

 

Besides making SYNC's TV Everywhere portal the automatic homepage of their customers, SYNC's technology allows cable/telco/satellite television companies to layer all communications capabilities that consumers have including email, voicemail, Facebook, and Twitter, together onto one page so that consumers are always using their SYNC portal to easily access these services.

 

SYNC currently has 50 cable/telco/satellite television customers representing a 25% market share of the U.S. television company marketplace. SYNC by far has the largest market share out of all companies with technology that monetizes traffic accessing TV Everywhere programming and content.

 

Although SYNC already has a 25% market share in terms of cable/telco/satellite television companies and the consumers subscribing to the television services of those companies, SYNC is beginning to offer a countless number of add-on services to their clients that will allow SYNC to rapidly grow the revenues they generate per unique user.

 

Some of SYNC's add-on services are related to online games, music, sports, and more.

 

SYNC has a deal with MusicNet that allows SYNC's TV Everywhere clients to pay extra for rights from BMG, EMI, Warner Music Group, Sony, Universal and many other companies to distribute music to their customers, SYNC's clients often offer their music content as a premium package. (Charter charges $9.99 per month after a 30 day free trial). The customers of SYNC's clients can then download unlimited music, selecting among millions of tunes in nearly every genre. When consumers sign-up for a premium music package on the TV Everywhere portals of SYNC's clients, the revenues generated get split between SYNC and their TV Everywhere client.

 

SYNC's clients allow their customers to reduce media expenditures while simultaneously expanding their media options and making more content available for them. Americans can receive just about all the television content, movies, music, games, and other types of media they want through SYNC's TV Everywhere portals, while saving a ton of money by no longer needing to pay for expensive Netflix, iTunes, and other media services they once used.

 

One of SYNC's largest clients Charter is now offering an add-on variety pack that for an additional fee gives their users access to 7 of the most popular subscription web sites: Shockwave Unlimited, American Greetings, the Weather Channel, CleverIsland.com, MLB.com, NHL.com, and Encyclopedia Britannica. SYNC has licensing deals with these companies to offer access to their content. SYNC splits the revenues generated from this variety pack with Charter.

SYNC today generates 100% of their revenue from clients inside the U.S. and has a tremendous international market opportunity that could allow for huge revenue growth even after SYNC is done taking full advantage of all their revenue growth opportunities in the U.S.

 

SYNC generates most of their revenues from users accessing their portals through PCs and laptops. The increasing usage of smartphones and tablets hasn't taken away from PC and laptop usage, but SYNC now has a huge opportunity to grow revenues by increasing monetization of their portals on smartphones and tablets. SYNC's Carbyn cloud computing technology allows TV Everywhere portals to have the same branded look of SYNC's clients across all Internet-connected devices regardless of screen size.

 

SYNC started out in 2006 with most of their clients being smaller regional cable companies. SYNC signed many of their largest clients like Verizon Fios in the past couple of years. SYNC sees huge potential for the signing of multiple new very large cable/telco/satellite television customers they are currently talking to within the next year or two. SYNC never includes new customers in their forecasts because they can't predict exactly when they will join SYNC.

 

Toshiba is SYNC's first consumer electronics customer. Toshiba alone gives SYNC a 4% market share in the consumer electronics space. Toshiba includes their SYNC portal as the automatic start page on all PCs, laptops, and tablets currently being sold in the U.S. Toshiba is currently in the process of adding their SYNC portal to their products sold in Latin America, which could lead to Toshiba's portal traffic growth rapidly accelerating.

 

SYNC believes the consumer electronics space is likely to become a market for them that generates revenues equal to their revenues generated from the cable/telco/satellite television market within the next few years. SYNC sees potential to sign additional clients in the consumer electronics space that are the size of Toshiba or even larger within the next year or two.

In two years SYNC expects mass adoption of TV Everywhere in the U.S. to the point where Americans will spend more hours watching television programming through TV Everywhere than they do on normal televisions.

 

By SYNC offering for Charter a TV Everywhere search feature that also displays results for television content and movies available on Netflix, Hulu, and Amazon Videos, the customers of cable/telco/satellite television companies finally begin to see the real value of the television subscription package they are paying for. This helps cable/telco/satellite television companies reduce cord-cutting and retain customers they might otherwise lose due to the difficulty of effectively communicating the value of a cable television subscription.

 

Not only does SYNC have CenturyLink as a client but with CenturyLink acquiring both Qwest and Embarq in recent years, because CenturyLink is having such huge success with SYNC's technology they decided to hire SYNC to create separate new portals for Quest and Embarq as well.

 

SYNC's TV Everywhere platform allows their cable/telco/satellite television clients to integrate the content of TV Everywhere services like HBO GO into their TV Everywhere portal so that consumers can experience HBO GO directly from the portal. SYNC's clients can allow their customers to literally watch any show from HBO GO right from their TV Everywhere portal, making TV Everywhere a very convenient experience.

 

SYNC's single sign on authentication means that consumers only have to log-in once to access all of their content and watch TV Everywhere programming from any third-party provider. With a complicated authentication process being the biggest complaint consumers have about most TV Everywhere services, SYNC is the only company that has made it easy to authenticate and watch TV Everywhere.

 

NIA expects SYNC to report blow out 2Q results, but the 3Q and 4Q are typically SYNC's strongest quarters of the year. With the Olympics beginning in the 3Q and millions of Americans expected to use TV Everywhere for the first time to watch their favorite Summer Olympic events, SYNC could have absolutely huge 3Q revenues. NIA believes SYNC could potentially raise guidance for the 3Q and 4Q when they announce 2Q results in July.

 

With most of SYNC's revenue based on traffic, SYNC will see revenues grow immediately as the TV Everywhere boom explodes and TV Everywhere usage rates skyrocket. Other companies related to TV Everywhere generate most of their revenues from licensing payments, leading to long lag times before experiencing huge revenue growth.

 

With SYNC's TV Everywhere portal being a profit center for cable/telco/satellite television companies and consumer electronic companies, it is easy for SYNC to do business with multi-billion dollar corporations. SYNC has become the dominant player in its space with no other company close to where SYNC is today and huge barriers of entry!

 

SYNC is a steal at Tuesday's closing price of $11.13 and NIA expects SYNC to recover the $1.27 per share it lost on Tuesday very rapidly and make a move to new highs above $15 in the very near-future, which NIA believes will lead to a rapid short squeeze that quickly takes SYNC north of $20. SYNC fell on Tuesday because NIA's online broker sold 140,017 of NIA's SYNC shares without NIA's permission to sell. The small online brokerage firm that NIA uses invented a new rule for themselves this week where their clients are no longer allowed to have positions within a margin account that are above the stock's 3 month average volume.

 

NIA just opened a new brokerage account and is having its old account transferred first thing in the morning to their new firm, in order to prevent any further selling of its SYNC shares. NIA hopes to begin once again increasing its SYNC position tomorrow. NIA is extremely upset that many of its shares were sold for no good reason, but NIA is at least happy for those who were able to accumulate very cheap shares at NIA's expense.

 

NIA isn't an analyst or investment advisor. Don't invest based on anything NIA says. NIA doesn't recommend for you to buy or sell any stocks. NIA never makes any financial projections or target prices.

 

Disclaimer: NIA currently owns 549,452 shares of SYNC. NIA initially purchased 350,000 shares at an average price of $8.53 per share. NIA has agreed to a 60 day holding period on its initial position of 350,000 shares but intends to sell these shares at some point in the future after the date of July 2nd, 2012. NIA has accumulated an additional 199,452 shares of SYNC after its suggestion of the company. NIA intends to sell these additional 199,452 shares in the future and can do so at any time. NIA intends to add to its current SYNC position, but isn't committing to purchase any specific number of shares.

 

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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