Archives For TiVo

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While TiVo rarely generates positive cash flow via DVR subscribers, they’re sitting on a healthy war chest via patent litigation victories. So why not drop $20 million cash on New York-based TRA to expand their media research services (and patent portfolio)? From the announcement:

TiVo Inc. (NASDAQ: TIVO), a leader in the advanced television entertainment market, today announced that it has agreed to acquire TRA, Inc., maker of the first and leading platform with the world’s largest database that directly links information from the same households as to what viewers watch with what they buy. TRA matches television exposures from 1.5 million TV homes with specific purchase transactions. The acquisition is expected to create a powerful combination of insights that will offer the TV advertising industry Internet-level measurement and accountability accelerating TiVo’s position in the billion dollar television analytics business.

According to the New York Times, TRA has had “27 cable and broadcast networks and 45 different advertising brands” on their roster during its five year existence (yet it’s not clear how many are still in play). T.R.A. originally resolved into “The Right Audience” … but will conveniently morph into “TiVo Research and Analytics” when the deal closes later this month. Interestingly, the Times pegs TiVo as a “television analytics company” — which is a bit like calling Apple an iPod company. Yet ,TiVo had been an investor in TRA and presumably the company will find synergies among the new and existing audience measurement tools (like Stop|Watch) along with their respective client rosters.

Meanwhile, across the pond, Continue Reading…

My wife and I just can’t seem to kick this gypsy lifestyle and are on the move once again. While we’d initially contemplated moving closer in to DC or returning to Maryland, we’ve changed tack and will be venturing deeper into the Northern Virginia suburbs next month. And, as with our former home, we’re fortunate to have Verizon’s FiOS TV & Internet service as an alternative to the cableco. At the house we’ve vacated, it was a no-brainer to dump Cox Communications given their inability to sufficiently support the two SDV Tuning Adapters required to power our TiVo DVRs and Verizon’s superior CableCARD support. But, this time around, we’re starting with a blank slate and the decision will be a bit trickier… as Verizon’s CableCARD experience has diminished and Comcast hasn’t implemented SDV.

On the Internet front, I assume either provider would be sufficient. Verizon may offer insane new speeds over fiber, but Comcast’s offerings aren’t too shabby. And, honestly, for most there’s a point of diminishing returns — how much broadband do we really need on a regular basis? Yet, there is one area where Verizon trumps Comcast’s Xfinity. At least for now. And that’s the lack of data caps.

Regarding television services, we’re not prepared to cut the cord and one of these two will be providing “cable” TV. Verizon’s DVRs beat Comcast… unless Xcalibur/X1 is being deployed to our region. Not that it really matters as I’ve upgraded to a TiVo Premiere Elite XL4 and intend to distribute one or two TiVo IP-STBs around the house for a whole-home DVR experience. So what will be the differentiators? What comes to mind at the moment is that Comcast continues to block HBO GO over Roku — for reasons unknown, that obviously have nothing to do with providing a great customer experience. On the other hand, Comcast does offer the nice Xfinity TV iPad app with tons of On Demand content. And, speaking of On Demand, it’s started rolling out to TiVo Premieres.

Decisions, decisions.

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Verizon may find themselves dethroned as the top TiVo-friendly “cable” provider come August when they implement the Copy Once CableCARD flag — presumably at HBO’s request and in at least one market (Dallas Fort Worth). On channels and programs with this particular CCI Byte notation, TiVo owners will be permitted to DVR shows as they normally would. However, they’ll be unable to transfer those recordings to other TiVo units or offload them via TiVoToGo for mobile playback or archival purposes. TiVo owners with TiVo Premiere hardware will retain the option to stream recorded programming between units, but owners of older TiVo hardware and/or in a hybrid TiVo environment will find themselves out of luck. Fortunately, Verizon indicates this change will be specific to “certain premium channels” … which is more consumer friendly than Cox Communications or Time Warner Cable’s approach of locking everything down, other than the locals, in some regions. As with many such initiatives, this move inconveniences legit cable subscribers while doing nothing to limit piracy. And so it goes.

(Thanks, Brennok!)

TiVo’s previously provided their advertisers and partners the ability to sell products to us DVR subscribers, but come this fall instead of mailing an invoice, linking an Amazon account, or sending the Dominos guy, they’ll now be able to complete transactions via PayPal:

TiVo Inc. and PayPal announced they have teamed up to provide TiVo users with the ability to purchase products featured in interactive advertisements on the TiVo user interface through PayPal, the faster, safer way to pay. This integration creates a new opportunity for advertisers and brands to connect with TiVo users and to turn their 30-second spots and interactive TiVo ad placements into actionable purchasing opportunities through a one-time account link.

Just because you build it, doesn’t mean they’ll come. While The Next Web touts this as “frictionless” TV shopping via remote, I’d say PayPal is anything but. More pointedly, I’m not convinced there’s a significant audience that will purchase products or services in this manner… and don’t imagine TiVo’s prior partner campaigns of this nature fared well. But, hey, maybe I’m wrong. And advertising will become so successful that they’ll follow in Amazon’s Kindle footsteps by offering a TiVo Premiere With Special Offers that does away with recurring service fees. It’s worth a shot!

The four tuner, 2TB TiVo Premiere Elite is on sale today for a low $350. To sweeten the deal TiVo is offering free shipping and a free 6 months of Hulu Plus (which we’ve been using to watch three seasons of Community). Of course, TiVo DVRs also require a service subscription that runs $13-$15/month or $400-$500 for lifetime access. We assume the price cut is designed to not only goose sales after perhaps a lackluster retail quarter, but also as TiVo clears inventory of “Elite” hardware as they migrate to “XL4″ branding.

Two notes: 1) The TiVo Premiere Elite is only compatible with digital cable, over-the-air and satellite customers need not apply. 2) If you’re contemplating a whole-home DVR solution utilizing the upcoming TiVo IP-STB extenders, remember they will only be compatible with an Elite/XL4 (at launch) as your hub – versus the standard Premiere. Making this is fairly compelling deal for those looking to upgrade (which I am) and when you consider the Premiere Elite ran $500 less than 90 days ago.