It was reported Wednesday morning that TiVo will sign an advertising and research agreement with Omnicom Media Group.
In the agreement, Omincom's two business units (OMD and PHD) will purchase TiVo's research data, which is comprised of detailed information on the shows TiVo subscribers watch and the efficacy of advertisements by network, genre, time slot, and day of the week among other criteria. This deal is an expansion of a prior deal between TiVo and several of Omnicom's clients.
This can only be seen as a continuation of the positive news TiVo's had these past few weeks. It seems suspicious that they'd make all these deals so close together and amounts to a not-so-stealth campaign to offset what will be a less than stellar 2nd quarter earning's report at market close.
While this deal with Omnicom is great for TiVo, it bodes pretty poorly for ad weary consumers who will no doubt be bombarded by more ads even more effectively.
At least TiVo's data is anonymous. I'd hate if it were revealed that I TiVo every Freddy Prinze Jr. Movie and that I refuse to 30-second-skip the Hane's Dodgeball Commercial when it's on...just a joke people.









1. That's a pretty serious charge to suggest that TiVo is manipulating their stock price ahead of earnings. If anything they would want to release the data at the same time as earnings to support the stock if things are as bad as you seem to suggest. I think that the wave of good news is really more just good fortune for the company. They only had limited control over the patent verdict and that likely played a role in the Cox negotiations and with the extra Cox ad deal in place, it makes it even more attractive for someone like Omnimedia to enter into these agreements, especially with the S3 and new interactive ads coming out.
You could be right that TiVo has been bottling up all this news just for today's earning's event, but my suggestion would be to put away the tinfoil for now and wait until their conference call this afternoon before speculating on the company's motives.
Posted at 1:56PM on Aug 30th 2006 by Davis Freeberg