[opendtv] What TiVo Teaches Us

  • From: Monty Solomon <monty@xxxxxxxxxx>
  • To: undisclosed-recipient: ;
  • Date: Thu, 8 Jul 2004 01:32:36 -0400

What TiVo Teaches Us
Sam Whitmore, 07.06.04, 3:58 PM ET

How can you not admire TiVo, the Alviso, Calif.-based company that 
pioneered the use of digital video recorders (DVRs) and built a brand 
synonymous with the DVR category?

Investors might not. Though it is currently cash-flow positive, TiVo 
(nasdaq: TIVO - news - people ) hasn't made a dime in five years. The 
company desperately needs a partner to sell DVR service directly to 
cable TV subscribers, but carriers Comcast (nasdaq: CMCSA - news - 
people ), Cox Communications (nyse: COX - news - people ), Charter 
Communications (nasdaq: CHTR - news - people ), Time Warner (nyse: 
TWX - news - people ) and Adelphia Communications (otc: ADELQ - news 
- people ) all offer DVRs built by TiVo competitors.

 DirecTV (nyse: DTV - news - people ), which according to TiVo Chief 
Financial Officer Dave Courtney generates 900,000 of TiVo's 1.6 
million subscribers, last month sold its 3.4 million TiVo shares and 
is gearing up to offer DVRs built by NDS Group (nasdaq: NNDS - news - 
people ), a TiVo archrival. TiVo's latest 10-Q statement spells out 
36 material threats to the company.


You can UNSUBSCRIBE from the OpenDTV list in two ways:

- Using the UNSUBSCRIBE command in your user configuration settings at 

- By sending a message to: opendtv-request@xxxxxxxxxxxxx with the word 
unsubscribe in the subject line.

Other related posts:

  • » [opendtv] What TiVo Teaches Us