TiVo's expected to announce it's quarterly earnings in a webcast and conference call tomorrow. And while TiVo stock is up 23 percent from a year ago, it's down significantly from earlier April, when it hit a 12-month high. It's likely that TiVo will announce gains this quarter, but investing in TiVo has been a risky venture these past few months.
- Although the company has come out ahead so far in its legal battles with EchoStar, the war is not over, as TiVo's patent suit heads next to district court in Washington D.C.
- On the one hand, the recently released TiVo Series3 has received rave reviews as a PVR, the $799 price tag has likely limited sales to a niche audience for now.
- TiVo has announced some major new features to bring internet video into the living room, but it's hardly the only company to do so. Microsoft Xbox 360, or Apple iTV anyone?
- There are plans in the works to provide TiVo software for set-top-boxes to be rolled out by Comcast and Cox, but few details have been released on how those partnerships will work.
- DirecTV's partnership with TiVo draws to an end early next year.
1. Your post is full of misinformation. Tivo did not hit an "all time high" in April. Are you referring to a 12 month high? What is a "decent profit" this quarter???...are you referring to better than expected results which will likely still be a loss? The latest development on the lawsuit front is positive...aka district judge refused Echo request for dismissal/re-trial. The appeal route has been known for months. Have you been given Series 3 sales numbers? Series 2 users (let alone Series 3) might be considered a niche for right now, given the total number of television viewers who are potential DVR customers. The DTV partnership was actually extended for several years (that is, they continue to pay Tivo for existing DTV subscribers). Yes, DTV moved to another platform for new subs, but that is really old news.
Posted at 8:03PM on Nov 28th 2006 by MonroeEfford