Offers technology to optimise media production & delivery

Expect strategic moves and/or cash injection near term

Volatile share trades at ~2x EV/sales with ~5% growth

A technology solutions firm in the challenging media space
Accelerating prices for TV rights, changing viewer behaviour, new technology and increased demand for resource efficiency all contribute to the burgeoning uncertainty and cost pressure within the media market. Thus, broadcasters need to produce more content with fewer resources, which is exactly what Net Insight offers. Net Insight is a media technology company that focuses on media networks, resource optimisation and streaming solutions, including both hardware and software sales. It strives to be a key partner to its customers and a leader in the media industry’s transition towards providing an improved media experience for end-users at lower cost. Its main customer group is composed of global network service providers and broadcasters.

Business units targeting different parts of the value chain
Nimbra is a product portfolio (media networks) that facilitates dependable long-distance media transport across all types of underlying infrastructure. Its software-integrated hardware products allow transport of live content (audio, video and data). ScheduALL (resource optimisation) helps media companies to reduce and control operating costs, increase efficiency and optimise resource utilisation. Sye (to-consumer live streaming) is a software for low-latency live streaming that is addressing the increased demand for high quality streaming in several verticals like sports, betting and quizzes. Live-streamed video traffic is estimated to grow at a 70% CAGR in the coming years.

Weak recent financial development needs to turn
Net Insight has been a disappointment for shareholders since 2016. We think that the company is exposed to an attractive market and has products targeting the right needs, which should drive profitable growth. We estimate a 5% sales CAGR i
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