Bear Stearns is out today with some TiVo thoughts after a few references in Amazon’s quarterly statement and conference call: The Company launched “Amazon Unbox on TiVo,” available to over 1.5 million broadband-ready TiVo boxes and offering subscribers a great way to find, download and watch on their televisions thousands of movies and TV shows … Read more
Bear Stearns is out with a new report today suggesting DirecTV (DTV) may warm to the idea of renewing ties with TiVo under Liberty Media’s ownership, leaving Murdoch’s NDS venture behind. Or perhaps choosing to upsell a TiVo solution. We believe the new DTV management may be more amenable to renewing a relationship with TiVo. … Read more
TiVo and EchoStar head into the US Court of Appeals for the Federal Circuit this Thursday to continue arguing their ongoing patent dispute. The docket is pretty tight, so the hearing should be a brief affair. An unexpected benefit in attending the pre-DigitalLife event last week was spotting Kunal Madhukar’s badge (and the person attached). … Read more
On the financial end, TiVo’s quarterly call yesterday was largely depressing. USA Today summarizes: The digital video recorder pioneer said late Wednesday that it took an $11.2 million write-down in the quarter ended in July for leftover standard DVRs. […] The 18-cents-per-share loss far exceeded the 5-cent loss expected by analysts surveyed by Thomson Financial. … Read more
TiVo has just launched My TiVo Gets Me, a marketing website with social networking features (create a searchable profile, link a YouTube video). In conjunction with the new site, they’re giving away a Series3 and 42″ plasma to the person who submits the best video detailing how TiVo delivers their “deepest passion.” Speaking of deep … Read more
Bear Stearns put on a webcast yesterday concluding the Apple TV isn’t all that… now. But they see some potential “evolution” with future TV platforms (set-top box, HD, DVR, gaming), WiMax or UWB options, increased storage, online storage, and remote desktop access. Following TiVo’s trajectory, Bear Stearns believes Apple TV penetration could reach 6% by … Read more
After Day 2 of the Search Engine Strategies Conference 2007, Bear Stearns concludes TiVo is in a good position to ride the coattails of online video advertising (spending increased 82%). Bear Stearns writes: While online video advertising will compete with DVRs, especially in a converged world, there are similarities — targeting “in-market” purchasers, interactivity, measurability … Read more
After Day 1 of the Search Engine Strategies Conference 2007, Bear Stearns believes TiVo is uniquely positioned to capitalize as companies reevaluate their return on advertising investments. Bear Stearns writes: As TiVo gains distribution across the Comcast and Cox subscriber bases, and DVRs reach critical mass, we believe advertisers will be attracted to the “new” … Read more