8 Best Video Streaming Software for February 2026
Welcome to the Value Sense Blog, your resource for insights on the stock market! At Value Sense, we focus on intrinsic value tools and offer stock ideas with undervalued companies. Dive into our research products and learn more about our unique approach at valuesense.io
Explore diverse stock ideas covering technology, healthcare, and commodities sectors. Our insights are crafted to help investors spot opportunities in undervalued growth stocks, enhancing potential returns. Visit us to see evaluations and in-depth market research.
Market Overview & Selection Criteria
The video streaming software sector remains a dynamic part of the technology landscape, driven by rising demand for digital content delivery, remote communication, and interactive platforms amid evolving consumer habits. These 8 video streaming software stocks were selected using ValueSense's proprietary intrinsic value analysis, focusing on companies showing potential undervaluation based on key metrics like intrinsic value estimates, quality ratings, free cash flow generation, and return on invested capital (ROIC). Criteria emphasize businesses with strong gross margins, positive FCF where possible, and growth opportunities despite recent revenue challenges in a competitive market. This watchlist highlights opportunities across market caps from micro-cap to mid-cap, prioritizing educational analysis of undervalued stocks in video tech for retail investors seeking stock picks in software innovation.
Featured Stock Analysis
Stock #1: Unity Software Inc. (U)
| Metric | Value |
|---|---|
| Market Cap | $12.9B |
| Quality Rating | 5.6 |
| Intrinsic Value | $27.5 |
| 1Y Return | 26.5% |
| Revenue | $1,803.7M |
| Free Cash Flow | $391.0M |
| Revenue Growth | (8.2%) |
| FCF margin | 21.7% |
| Gross margin | 74.3% |
| ROIC | (11.0%) |
| Total Debt to Equity | 64.7% |
Investment Thesis
Unity Software Inc. (U) stands out in the video streaming software space with a robust market cap of $12.9B and a Quality rating of 5.6 from ValueSense analysis. Despite a revenue decline of 8.2% to $1,803.7M, the company maintains impressive gross margins at 74.3% and generates solid Free Cash Flow of $391.0M, yielding a healthy FCF margin of 21.7%. Its intrinsic value is estimated at $27.5, suggesting potential upside for value-oriented analysis. A 1Y Return of 26.5% reflects resilience, though negative ROIC of 11.0% and Total Debt to Equity of 64.7% warrant scrutiny in this growth stock context. Unity's platform powers real-time 3D content, positioning it well for streaming and interactive video applications.
Key Catalysts
- High gross margins 74.3% indicate strong pricing power in software licensing for video streaming tools.
- Positive FCF $391.0M supports ongoing R&D in immersive video technologies.
- 1Y Return of 26.5% shows market recognition of recovery potential in gaming and streaming sectors.
Risk Factors
- Revenue contraction of 8.2% signals competitive pressures in software markets.
- Negative ROIC -11.0% highlights inefficiencies in capital allocation.
- Elevated Total Debt to Equity 64.7% could strain finances during downturns.
Stock #2: Amdocs Limited (DOX)
| Metric | Value |
|---|---|
| Market Cap | $8,833.8M |
| Quality Rating | 6.4 |
| Intrinsic Value | $205.6 |
| 1Y Return | -6.3% |
| Revenue | $4,532.9M |
| Free Cash Flow | $645.1M |
| Revenue Growth | (9.4%) |
| FCF margin | 14.2% |
| Gross margin | 38.0% |
| ROIC | 24.1% |
| Total Debt to Equity | 23.8% |
Investment Thesis
Amdocs Limited (DOX), with a market cap of $8,833.8M and Quality rating of 6.4, offers a compelling case in video streaming backend services. Revenue stands at $4,532.9M despite a 9.4% growth dip, bolstered by Free Cash Flow of $645.1M (14.2% margin) and standout ROIC of 24.1%. Intrinsic value at $205.6 points to undervaluation potential, even with a 1Y Return of -6.3%. Gross margins at 38.0% and low Total Debt to Equity of 23.8% provide stability for telecom-focused video solutions, making it a diversified pick in this stock watchlist.
Key Catalysts
- Exceptional ROIC 24.1% demonstrates efficient use of capital in video software services.
- Strong FCF generation $645.1M enables dividends and buybacks.
- Low debt levels 23.8% offer flexibility amid sector volatility.
Risk Factors
- Revenue decline of 9.4% reflects telecom spending slowdowns.
- Modest 1Y Return -6.3% indicates short-term underperformance.
- Lower gross margins 38.0% compared to peers pressure profitability.
Stock #3: ZoomInfo Technologies Inc. (GTM)
| Metric | Value |
|---|---|
| Market Cap | $2,594.5M |
| Quality Rating | 6.7 |
| Intrinsic Value | $18.7 |
| 1Y Return | -23.1% |
| Revenue | $1,239.5M |
| Free Cash Flow | $407.5M |
| Revenue Growth | 1.5% |
| FCF margin | 32.9% |
| Gross margin | 83.7% |
| ROIC | 6.8% |
| Total Debt to Equity | 102.1% |
Investment Thesis
ZoomInfo Technologies Inc. (GTM) features a market cap of $2,594.5M, Quality rating of 6.7, and intrinsic value of $18.7, highlighting undervalued stock potential in data-driven video platforms. Revenue grew modestly 1.5% to $1,239.5M, with exceptional FCF of $407.5M (32.9% margin) and gross margins at 83.7%. Despite a 1Y Return of -23.1% and ROIC of 6.8%, high debt 102.1% is offset by cash flow strength, positioning GTM for recovery in B2B streaming and sales tech integration.
Key Catalysts
- Top-tier FCF margin 32.9% and gross margins 83.7% signal operational excellence.
- Quality rating of 6.7 among the highest, indicating strong fundamentals.
- Revenue growth 1.5% bucks negative trends in the sector.
Risk Factors
- Negative 1Y Return -23.1% reflects market skepticism.
- High Total Debt to Equity 102.1% poses leverage risks.
- Modest ROIC 6.8% limits aggressive expansion.
Stock #4: Harmonic Inc. (HLIT)
| Metric | Value |
|---|---|
| Market Cap | $1,328.3M |
| Quality Rating | 6.6 |
| Intrinsic Value | $16.9 |
| 1Y Return | -14.4% |
| Revenue | $635.7M |
| Free Cash Flow | $133.5M |
| Revenue Growth | 1.9% |
| FCF margin | 21.0% |
| Gross margin | 55.7% |
| ROIC | 11.6% |
| Total Debt to Equity | 30.0% |
Investment Thesis
Harmonic Inc. (HLIT) boasts a market cap of $1,328.3M, Quality rating of 6.6, and intrinsic value of $16.9 for video encoding and streaming hardware-software hybrids. Revenue edged up 1.9% to $635.7M, supported by FCF of $133.5M (21.0% margin), ROIC of 11.6%, and gross margins at 55.7%. A 1Y Return of -14.4% and moderate debt 30.0% suggest stabilization potential in broadband video delivery.
Key Catalysts
- Solid ROIC 11.6% and FCF margin 21.0% drive profitability.
- Revenue growth 1.9% aligns with streaming infrastructure demand.
- Balanced debt 30.0% supports strategic investments.
Risk Factors
- 1Y Return decline -14.4% amid market rotations.
- Smaller market cap exposes to volatility.
- Growth remains modest at 1.9%.
Most investors waste time on the wrong metrics. We've spent 10,000+ hours perfecting our value investing engine to find what actually matters.
Want to see what we'll uncover next - before everyone else does?
Find Hidden Gems First!
Stock #5: Agora, Inc. (API)
| Metric | Value |
|---|---|
| Market Cap | $393.6M |
| Quality Rating | 5.4 |
| Intrinsic Value | $12.4 |
| 1Y Return | -31.1% |
| Revenue | $137.4M |
| Free Cash Flow | ($18.5M) |
| Revenue Growth | 1.9% |
| FCF margin | (13.4%) |
| Gross margin | 66.8% |
| ROIC | (8.3%) |
| Total Debt to Equity | 13.5% |
Investment Thesis
Agora, Inc. (API), at $393.6M market cap and Quality rating 5.4, presents real-time video streaming opportunities with intrinsic value of $12.4. Revenue holds at $137.4M with 1.9% growth, but negative FCF of $18.5M (-13.4% margin) and ROIC -8.3% contrast high gross margins 66.8%. 1Y Return of -31.1% and low debt 13.5% frame it as a turnaround candidate in API-driven video tech.
Key Catalysts
- Revenue stability with 1.9% growth in core streaming services.
- Healthy gross margins 66.8% for scalability.
- Low Total Debt to Equity 13.5% minimizes financial risk.
Risk Factors
- Negative FCF -$18.5M strains cash position.
- Poor 1Y Return -31.1% signals execution challenges.
- Negative ROIC -8.3% indicates capital inefficiencies.
Stock #6: ON24, Inc. (ONTF)
| Metric | Value |
|---|---|
| Market Cap | $340.0M |
| Quality Rating | 5.2 |
| Intrinsic Value | $16.5 |
| 1Y Return | 15.0% |
| Revenue | $141.3M |
| Free Cash Flow | $6,600.0K |
| Revenue Growth | (6.2%) |
| FCF margin | 4.7% |
| Gross margin | 74.5% |
| ROIC | (198.7%) |
| Total Debt to Equity | 0.9% |
Investment Thesis
ON24, Inc. (ONTF) has a $340.0M market cap, Quality rating of 5.2, and intrinsic value $16.5, focusing on webinar-style video streaming. Revenue at $141.3M dipped 6.2%, but FCF of $6,600.0K (4.7% margin) and high gross margins 74.5% provide a base, despite extreme negative ROIC -198.7%. Positive 1Y Return of 15.0% and minimal debt 0.9% highlight niche appeal.
Key Catalysts
- Positive 1Y Return 15.0% outperforms peers.
- Strong gross margins 74.5% support margins recovery.
- Near-zero debt 0.9% offers clean balance sheet.
Risk Factors
- Severely negative ROIC -198.7% raises red flags on operations.
- Revenue decline 6.2% pressures top-line growth.
- Thin FCF margin 4.7% limits reinvestment.
Stock #7: Kaltura, Inc. (KLTR)
| Metric | Value |
|---|---|
| Market Cap | $240.7M |
| Quality Rating | 5.2 |
| Intrinsic Value | $7.2 |
| 1Y Return | -28.8% |
| Revenue | $180.9M |
| Free Cash Flow | $14.6M |
| Revenue Growth | 1.9% |
| FCF margin | 8.1% |
| Gross margin | 70.2% |
| ROIC | (26.1%) |
| Total Debt to Equity | 40.3% |
Investment Thesis
Kaltura, Inc. (KLTR) features $240.7M market cap, Quality rating 5.2, and intrinsic value $7.2 for open-source video platforms. Revenue grew 1.9% to $180.9M, with FCF $14.6M (8.1% margin) and gross margins 70.2%, offset by ROIC -26.1% and 1Y Return -28.8%. Debt at 40.3% is manageable for edtech and enterprise streaming focus.
Key Catalysts
- Revenue growth 1.9% in video platform demand.
- Improving FCF $14.6M aids path to positivity.
- Competitive gross margins 70.2% for software peers.
Risk Factors
- Sharp 1Y Return drop -28.8% reflects sentiment.
- Negative ROIC -26.1% hampers returns.
- Debt levels 40.3% add caution.
Stock #8: PodcastOne, Inc. (PODC)
| Metric | Value |
|---|---|
| Market Cap | $70.5M |
| Quality Rating | 4.4 |
| Intrinsic Value | $12.5 |
| 1Y Return | 30.8% |
| Revenue | $57.0M |
| Free Cash Flow | $515.0K |
| Revenue Growth | 20.0% |
| FCF margin | 0.9% |
| Gross margin | 7.8% |
| ROIC | (29.7%) |
| Total Debt to Equity | 0.0% |
Investment Thesis
PodcastOne, Inc. (PODC), the smallest at $70.5M market cap and Quality rating 4.4, shows intrinsic value $12.5 in audio-video podcast streaming. Strong revenue growth of 20.0% to $57.0M contrasts low gross margins 7.8%, minimal FCF $515.0K (0.9% margin), and negative ROIC -29.7%. Top 1Y Return of 30.8% and zero debt position it for content-driven upside.
Key Catalysts
- Robust revenue growth 20.0% in podcast streaming niche.
- Best 1Y Return 30.8% signals momentum.
- No debt 0.0% provides ultimate flexibility.
Risk Factors
- Weak gross margins 7.8% erode profitability.
- Low FCF margin 0.9% limits scale.
- Negative ROIC -29.7% questions efficiency.
Portfolio Diversification Insights
These 8 video streaming software stocks offer strong diversification within technology, spanning large-cap leaders like Unity (U) and Amdocs (DOX) to micro-caps like PodcastOne (PODC). Sector allocation is 100% tech-focused on video/audio streaming, with balances across market caps: two over $8B, two mid-cap ($1-3B), and four small/micro-cap under $400M. Pair high-quality picks like GTM (6.7 rating) with growth stories like PODC (20% revenue growth) for reduced correlation risks. Complementary strengths—e.g., Unity's 3D tools with Kaltura's platforms—enhance portfolio resilience against single-stock volatility in investment opportunities.
Market Timing & Entry Strategies
Consider entry during sector dips, such as post-earnings when 1Y Returns like API's -31.1% create undervaluation relative to intrinsic values (e.g., U at $27.5). Monitor FCF trends for positives like DOX's $645.1M as buy signals, avoiding high-debt names like GTM during rate hikes. Dollar-cost average into diversified baskets, targeting 5-10% allocation per stock, with exits on ROIC improvement thresholds. Use ValueSense tools for real-time intrinsic value updates to time positions in these top stocks to buy now.
Explore More Investment Opportunities
For investors seeking undervalued companies with high fundamental quality, our analytics team provides curated stock lists:
📌 50 Undervalued Stocks (Best overall value plays for 2025)
📌 50 Undervalued Dividend Stocks (For income-focused investors)
📌 50 Undervalued Growth Stocks (High-growth potential with strong fundamentals)
🔍 Check out these stocks on the Value Sense platform for free!
More Articles You Might Like
- Nelson Peltz - Trian Fund Management Portfolio Q3'2025: Top Holdings & Recent Changes
- Principles for Dealing with the Changing World Order by Ray Dalio
- The Ascent of Money by Niall Ferguson
- Principles for Navigating Big Debt Crises by Ray Dalio
- Influence: The Psychology of Persuasion by Robert B. Cialdini Ph.D.
FAQ Section
How were these stocks selected?
These video streaming software stocks were chosen via ValueSense methodology, prioritizing intrinsic value upside, Quality ratings (4.4-6.7), FCF metrics, and sector relevance for best value stocks analysis.
What's the best stock from this list?
ZoomInfo (GTM) leads with a 6.7 Quality rating, 32.9% FCF margin, and 83.7% gross margins, though all offer unique stock picks based on risk tolerance.
Should I buy all these stocks or diversify?
Diversification across market caps and sub-niches (e.g., U for scale, PODC for growth) reduces risks in this stock watchlist; allocate based on portfolio needs rather than full commitment.
What are the biggest risks with these picks?
Common risks include revenue declines (e.g., DOX -9.4%), negative ROIC across most, and high debt in GTM 102.1%, emphasizing volatility in video streaming.
When is the best time to invest in these stocks?
Optimal timing aligns with FCF positivity and intrinsic value gaps, such as during market pullbacks, using ValueSense for monitoring investment ideas in undervalued names.