Comments on: The NCTA State of the Union Call http://www.zatznotfunny.com/2008-04/the-ncta-state-of-the-union-call/ All your digital media goodness. Sat, 20 Mar 2010 16:26:27 +0000 http://wordpress.org/?v=2.9.1 hourly 1 By: Glenn http://www.zatznotfunny.com/2008-04/the-ncta-state-of-the-union-call/comment-page-1/#comment-79527 Glenn Sat, 26 Apr 2008 18:42:19 +0000 http://www.zatznotfunny.com/?p=3587#comment-79527 But Dave, you're totally discounting those 26 CE manufacturers that have had over 579 UDCP models certified or verified for use with CableCARDs. Oh right... But Dave, you’re totally discounting those 26 CE manufacturers that have had over 579 UDCP models certified or verified for use with CableCARDs.

Oh right…

]]> By: Dave Zatz http://www.zatznotfunny.com/2008-04/the-ncta-state-of-the-union-call/comment-page-1/#comment-79508 Dave Zatz Sat, 26 Apr 2008 00:19:26 +0000 http://www.zatznotfunny.com/?p=3587#comment-79508 Glenn, I think we'd have to account for people who gave up on CableCARD or upgraded from their CC sets, while more HD TiVo units have permeated the market. I don't think anyone's been manufacturing those first gen CableCARD sets for awhile now - so that last 80k not covered in your chart could mostly be TiVo units. Glenn, I think we’d have to account for people who gave up on CableCARD or upgraded from their CC sets, while more HD TiVo units have permeated the market. I don’t think anyone’s been manufacturing those first gen CableCARD sets for awhile now – so that last 80k not covered in your chart could mostly be TiVo units.

]]> By: Glenn http://www.zatznotfunny.com/2008-04/the-ncta-state-of-the-union-call/comment-page-1/#comment-79507 Glenn Sat, 26 Apr 2008 00:11:56 +0000 http://www.zatznotfunny.com/?p=3587#comment-79507 Well, Tivo has some 1.75Million subs. I can’t find any numbers on the number of Tivo HD units that have been sold. Tivo HD started shipping in July of 2007 which is precisely when the “7/07″ integration ban hit, meaning that the number of cable cards shipped suddenly ramps up, but most of those are “captive” cards shipped in cable STBs. It does look like these numbers from the NCTA (for the top 10 MSOs, which represent approximately 90% of the cable customers in the country) represent cable card installs in “UDCPs”, which I presume means it doesn’t include cable STBs.

5K CC users mid-Nov 04
44K CC users June 05
141K CC users Feb 06 (top 10 MSOs)
170K CC users 2Q06
200K CC users 3Q06
300K CC users 4Q07

2,255K CCs in STBs whenever the NCTA press release went out (odd, no date).

In addition to this significant deployment of CableCARDs, as of December 6, 2007, 26 consumer electronics (“CE???) manufacturers have had over 579 Unidirectional Digital Cable Ready Product (“UDCP???) models (such as Digital Cable Ready DTV sets) certified or verified for use with CableCARDs.

I see nothing more recent. So what can we conclude? I see no particular spike in the numbers after the Tivo HD came out. Meaning it probably doesn’t overwhelm the numbers. At most you might attribute some 50,000 units to Tivo HD, but that would be all of the UDCPs in the second half of the year, and it seems unlikely Tivo HD swamps the TV installs to that extent.

So? I have no idea.

]]> By: Dave Zatz http://www.zatznotfunny.com/2008-04/the-ncta-state-of-the-union-call/comment-page-1/#comment-79505 Dave Zatz Fri, 25 Apr 2008 23:45:51 +0000 http://www.zatznotfunny.com/?p=3587#comment-79505 HDTiVo, Megazone posted this earlier: <i>It will be available after 15:00 EST today through May 25th (I guess they keep them for a month). Call 1-800-475-6701 and enter access code 920821.</i> HDTiVo, Megazone posted this earlier: It will be available after 15:00 EST today through May 25th (I guess they keep them for a month). Call 1-800-475-6701 and enter access code 920821.

]]> By: hdtivo http://www.zatznotfunny.com/2008-04/the-ncta-state-of-the-union-call/comment-page-1/#comment-79504 hdtivo Fri, 25 Apr 2008 23:44:11 +0000 http://www.zatznotfunny.com/?p=3587#comment-79504 Please post link to conference call recording. I estimate 90-150K Series3 Platform TiVoes have been put into service as Gross Adds. Please post link to conference call recording.

I estimate 90-150K Series3 Platform TiVoes have been put into service as Gross Adds.

]]> By: Dave Zatz http://www.zatznotfunny.com/2008-04/the-ncta-state-of-the-union-call/comment-page-1/#comment-79497 Dave Zatz Fri, 25 Apr 2008 19:11:24 +0000 http://www.zatznotfunny.com/?p=3587#comment-79497 The blog posts are often syndicated or archived in other locations (<a href="http://www.reuters.com/article/blogBurst/technology?bbPostId=B7oEosCc5gQ5BzJASogoqhN9B1kq0Mg333G8Cz9UkDiObLNOo" rel="nofollow">Reuters</a>, <a href="http://seekingalpha.com/article/65891-bear-analyst-feels-good-about-directv-and-tivo-renewed-relationship?source=yahoo" rel="nofollow">Seeking Alpha/Yahoo Finance</a>, LexisNexis, etc), so I <em>try</em> to keep them a little more "newsy" and save the more personal or slightly off-topic commentary for down here. The blog posts are often syndicated or archived in other locations (Reuters, Seeking Alpha/Yahoo Finance, LexisNexis, etc), so I try to keep them a little more “newsy” and save the more personal or slightly off-topic commentary for down here.

]]> By: Travis http://www.zatznotfunny.com/2008-04/the-ncta-state-of-the-union-call/comment-page-1/#comment-79496 Travis Fri, 25 Apr 2008 19:01:13 +0000 http://www.zatznotfunny.com/?p=3587#comment-79496 Just curious. Why don't you put an update at the bottom of the post instead of adding a comment? Just curious. Why don’t you put an update at the bottom of the post instead of adding a comment?

]]> By: Dave Zatz http://www.zatznotfunny.com/2008-04/the-ncta-state-of-the-union-call/comment-page-1/#comment-79495 Dave Zatz Fri, 25 Apr 2008 18:33:15 +0000 http://www.zatznotfunny.com/?p=3587#comment-79495 I did record the call. Unfortunately, I was also recording via my Mac's built-in mic rather than the headset. So, much of the recording is obscured by sounds of me typing (for example, emailing Mari and IMing Ben D - who were also on the call). Supposedly, we'll be able to access it later this afternoon - perhaps I'll try for a better recording if anyone has interest in hearing it. I did record the call. Unfortunately, I was also recording via my Mac’s built-in mic rather than the headset. So, much of the recording is obscured by sounds of me typing (for example, emailing Mari and IMing Ben D – who were also on the call). Supposedly, we’ll be able to access it later this afternoon – perhaps I’ll try for a better recording if anyone has interest in hearing it.

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