PLCM
Polycom Inc.
TMT
01/27/2015
Presented
| Date | 01/22/2015 |
| Price | $13.41 |
| Market Cap | $1.83B |
| Ent Value | $1.44B |
| P/E Ratio | 44.58x |
| Book Value | $7.58 |
| Div Yield | N/A |
| Shares O/S | 136.48M |
| Ave Daily Vol | 1,180,000 |
| Short Int | 4.57% |
Current
| Price | $12.47 |
| Market Cap | $1.69B |
| Polycom, Inc. provides standards-based unified communications and collaboration solutions for voice, video, and content collaboration. The company offers video, voice, and content-management and content-sharing solutions, such as telepresence and conference room systems, home/work office solutions, applications for mobile devices, browser-based video collaboration, cloud-delivered services, and specialized healthcare video carts. Its RealPresence platform includes universal collaboration servers, virtualization management, resource management, recording and streaming, open application programming interfaces (API), and remote access technologies. The company also provides UC Group Systems, which include telepresence and video conferencing systems to incorporate high-definition (HD) data sharing and collaboration into a video conference; peripherals and accessories; UC group devices primarily for the Microsoft Lync environment; and conference phones to conduct voice conference calls. In addition, it offers UC personal devices comprising desktop video devices, desktop voice products, and related service elements that provide HD voice, video, and content to desktops, home offices, mobile users, and branch sites. Further, the company provides various professional services, including assessments, implementation, network consulting, usage and adoption, analytics, optimization, and advanced project management services; and development consulting services for APIs. It serves finance, manufacturing, government, education, and healthcare industries. The company sells its products through a network of channel partners, including distributors, value-added resellers, system integrators, communications services providers, and retailers in North America, the Caribbean, Latin America, Europe, the Middle East, Africa, and the Asia Pacific. Polycom, Inc. was founded in 1990 and is headquartered in San Jose, California. |
Publicly traded companies mentioned herein: Cisco Systems Inc (CSCO), Microsoft Corp (MSFT), Polycom Inc (PLCM)
Highlights
The presenter is long shares of Polycom (PLCM) and called it “one of the cheapest stocks you can find” at current levels. He believes the stock to be worth up to $20, citing recent revenue growth and stabilizing operating expenses as signs of improving margins. Declining competition and a new management team that is more focused on the share price contribute to the attractiveness of the stock.
◆Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.
◆Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.