Comments on: TiVo By The Numbers, Part 1 http://www.zatznotfunny.com/2006-12/tivo-by-the-numbers-part-1/ All your digital media goodness. Mon, 15 Mar 2010 02:53:45 +0000 http://wordpress.org/?v=2.9.1 hourly 1 By: Dave Zatz http://www.zatznotfunny.com/2006-12/tivo-by-the-numbers-part-1/comment-page-1/#comment-15472 Dave Zatz Fri, 08 Dec 2006 20:51:07 +0000 http://www.zatznotfunny.com/2006-12/tivo-by-the-numbers-part-1/#comment-15472 Ad revenue has been recalculated at $0.47. Ad revenue has been recalculated at $0.47.

]]> By: HDTiVo http://www.zatznotfunny.com/2006-12/tivo-by-the-numbers-part-1/comment-page-1/#comment-15465 HDTiVo Fri, 08 Dec 2006 19:52:21 +0000 http://www.zatznotfunny.com/2006-12/tivo-by-the-numbers-part-1/#comment-15465 You are completely misusing the $9.50 figure. Ad revenue is closer to $.25 than $1.00 and no way $1.16. Ad revenue FELL in Q3 and Product Watch vaporized. You are assuming newest subs last 69 months; that $13/mo lasts 69 months; that old LTs which are not being replaced last 69 mos.; all inappropriate assumptions. Your NPV(L) is totally wrong. NPV(l)=$299-(NPV of -$1.11(wrong; -$2.00 ish) over X(69?) months discounted at 12%(?)) A VERY POSITIVE NUMBER. This needs alot of work, but good idea. You are completely misusing the $9.50 figure.

Ad revenue is closer to $.25 than $1.00 and no way $1.16. Ad revenue FELL in Q3 and Product Watch vaporized.

You are assuming newest subs last 69 months; that $13/mo lasts 69 months; that old LTs which are not being replaced last 69 mos.; all inappropriate assumptions.

Your NPV(L) is totally wrong. NPV(l)=$299-(NPV of -$1.11(wrong; -$2.00 ish) over X(69?) months discounted at 12%(?)) A VERY POSITIVE NUMBER.

This needs alot of work, but good idea.

]]> By: plu http://www.zatznotfunny.com/2006-12/tivo-by-the-numbers-part-1/comment-page-1/#comment-15113 plu Tue, 05 Dec 2006 18:19:42 +0000 http://www.zatznotfunny.com/2006-12/tivo-by-the-numbers-part-1/#comment-15113 Your advertising revenue estimate is too high by a factor of at least 2x. If Tivo generated ad revenue of 1.85 million per month last quarter, that would amount to about 10% of quarterly revenue; if it were more than 5% they would have to break it out as a separate line item in their financial statements. Your advertising revenue estimate is too high by a factor of at least 2x. If Tivo generated ad revenue of 1.85 million per month last quarter, that would amount to about 10% of quarterly revenue; if it were more than 5% they would have to break it out as a separate line item in their financial statements.

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