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-   -   Virgin should buy TiVo... (https://www.cableforum.uk/board/showthread.php?t=33675527)

HDFootyMan 02-03-2011 21:05

Virgin should buy TiVo...
 
....because at this rate, the shares will be cheap enough: :erm:

http://www.contactmusic.com/news.nsf...g-loss_1204982

Quote:

TiVo, the company whose name was once synonymous with digital video recorders, reported on Tuesday that it lost 223,000 subscribers in its last quarter, the second-worst quarter for subscriber losses that it has ever experienced. The company reported a loss of $34.4 million during the quarter versus a loss of $9.9 million for the comparable quarter a year ago. Revenue declined 18.7 percent. Shares in the company fell 4.5 percent on Tuesday and were down an additional 7.2 percent to $9.11 at mid-morning trading on the Nasdaqhttps://www.cableforum.co.uk/images/...011/03/103.png today (Wednesday) after TheStreet.com downgraded its rating to "Sell" from "Hold."

muppetman11 02-03-2011 21:08

Re: Virgin should buy TiVo...
 
Oh dear !!!! No wonder there giving it away free LOL :-(

http://online.wsj.com/article/SB1000...984989738.html

Digital Fanatic 02-03-2011 21:13

Re: Virgin should buy TiVo...
 
They seem to be concentrating on their new integrated stb cable deals in UK, Sweden etc.

Not a good last quarter for them though.

devilincarnate 02-03-2011 21:14

Re: Virgin should buy TiVo...
 
This is a good read:

http://www.fool.com/investing/genera...-is-stuck.aspx

and check out this from the bottom of the page:

Tivo has been fighting for years to get what is rightfully there's IMO. TiVo has said it will be entitled to about $300 million in

damages and contempt sanctions through July 1, 2009, and it will

seek more cash for infringement after that date. That’s in

addition to $100 million Dish paid TiVo after the original

appeals court ruling.

"Dish may have to pay TiVo more than $2 billion to settle

the case 2009-1374, according to Craig Moffett, an analyst at Sanford C.

Bernstein in New York. If Dish were required to silence all its

DVRs, it would face a worst-case cost of $3 billion, he said"

HDFootyMan 02-03-2011 21:15

Re: Virgin should buy TiVo...
 
You would hope that with the various deals which TiVo have made with European Pay-TV platforms, they should get some money in.

On the flip side, they're being sued in the states by Microsoft, Motorola and Dish Network.

If - god forbid - TiVo went bust....what would happen to the development of VM TiVo?

muppetman11 02-03-2011 21:16

Re: Virgin should buy TiVo...
 
TiVo also saw further erosion in its subscriber base. In the most-recent quarter, the company lost 223,000 subscribers, compared with 131,000 lost a year earlier. Its total customer base is 21% smaller than it was a year earlier and stands at about two million.

223,000 customers is a lot of people when there subscriber base is now only 2 million especially in a country the size of the USA.

Digital Fanatic 02-03-2011 21:20

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by muppetman11 (Post 35185520)
TiVo also saw further erosion in its subscriber base. In the most-recent quarter, the company lost 223,000 subscribers, compared with 131,000 lost a year earlier. Its total customer base is 21% smaller than it was a year earlier and stands at about two million.

223,000 customers is a lot of people when there subscriber base is now only 2 million.

It is a big loss. Must be why TiVo is taking legal action against DISH etc.

---------- Post added at 20:20 ---------- Previous post was at 20:18 ----------

Quote:

Originally Posted by HDFootyMan (Post 35185518)
You would hope that with the various deals which TiVo have made with European Pay-TV platforms, they should get some money in.

On the flip side, they're being sued in the states by Microsoft, Motorola and Dish Network.

If - god forbid - TiVo went bust....what would happen to the development of VM TiVo?

TiVo is suing Dish Network..

devilincarnate 02-03-2011 21:24

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by HDFootyMan (Post 35185518)

On the flip side, they're being sued in the states by Microsoft, Motorola and Dish Network.

This what i posted earlier:

Quote:

Originally Posted by devilincarnate (Post 35185516)
TiVo has said it will be entitled to about $300 million in

damages and contempt sanctions through July 1, 2009, and it will

seek more cash for infringement after that date. That’s in

addition to $100 million Dish paid TiVo after the original

appeals court ruling.

"Dish may have to pay TiVo more than $2 billion to settle

the case 2009-1374, according to Craig Moffett, an analyst at Sanford C.

Bernstein in New York. If Dish were required to silence all its

DVRs, it would face a worst-case cost of $3 billion, he said"


muppetman11 02-03-2011 21:25

Re: Virgin should buy TiVo...
 
http://content.usatoday.com/communit...case-vs-dish/1

TIVO vs Dish Network

Digital Fanatic 02-03-2011 21:25

Re: Virgin should buy TiVo...
 
they are all suing each other by the looks of it :D

HDFootyMan 02-03-2011 21:26

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by Digital Fanatic (Post 35185523)
TiVo is suing Dish Network..

I stand corrected. :)

This is a good read:
http://www.canadianbusiness.com/mark...tent=D9LN588O2

Looks like the cases against Dish Network and Echostar will be key, TiVo seem confident of winning because their planning to invest in R & D.

Digital Fanatic 02-03-2011 21:28

Re: Virgin should buy TiVo...
 
It would be awful if TiVo went bust, but in the US the insolvency laws are a lot better. Even Telewest and ntl: went bust all those years ago, but got Chapter11 protection.

I hope TiVo turn it around.

Big-Ted 02-03-2011 21:28

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by Digital Fanatic (Post 35185529)
they are all suing each other by the looks of it :D


Not as bad as with Mobile Phones.

Look at this for who's suing who and for what

http://blog.mobiles.co.uk/wp-content...0/lawsuits.png


:D

devilincarnate 02-03-2011 21:28

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by muppetman11 (Post 35185528)

Did you check the date of the article as it says 4th of March 2010 and the one that i posted was today?

muppetman11 02-03-2011 21:29

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by Digital Fanatic (Post 35185529)
they are all suing each other by the looks of it :D

It sounds like the US version of Sky vs OFCOM LOL :D

Digital Fanatic 02-03-2011 21:30

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by muppetman11 (Post 35185536)
It sounds like the US version of Sky vs OFCOM LOL :D

he he :D

HDFootyMan 02-03-2011 21:30

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by Digital Fanatic (Post 35185529)
they are all suing each other by the looks of it :D

TiVo vs Dish Network
TiVo vs EchoStar
Microsoft vs TiVo
Motorola vs TiVo

Virgin should just wait, quietly, until they're sued the heck out of each other.

And then, buy.

All of them! :D

muppetman11 02-03-2011 21:32

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by HDFootyMan (Post 35185540)
TiVo vs Dish Network
TiVo vs EchoStar
Microsoft vs TiVo
Motorola vs TiVo

Then a few billion each way and a group hug LOL :D

devilincarnate 02-03-2011 21:33

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by HDFootyMan (Post 35185540)

And then, buy.

All of them! :D

No because if TIVO is the winner it will make it too pricey to buy:D:D:D

HDFootyMan 02-03-2011 21:34

Re: Virgin should buy TiVo...
 
Apple are suing....well, everyone as well.

With all this legal action, its amazing any of these tech companies get anything done.

muppetman11 02-03-2011 21:37

Re: Virgin should buy TiVo...
 
Makes you realise not only sky break the rules.

HDFootyMan 02-03-2011 21:37

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by devilincarnate (Post 35185545)
No because if TIVO is the winner it will make it too pricey to buy:D:D:D

Virgin already wears the trousers in that relationship. :D

VM: We want 3 tuners.
TiVo: We can give you 2.
VM: 3. Now. Ish.
TiVo: Erm......ok.

devilincarnate 02-03-2011 21:38

Re: Virgin should buy TiVo...
 
I am going to sue them all as they are making it too expensive for me to have all the gadgets:erm::D:D:D:D

muppetman11 02-03-2011 21:40

Re: Virgin should buy TiVo...
 
Microsoft vs TIVO

http://online.wsj.com/article/BT-CO-...01-716039.html

HDFootyMan 02-03-2011 21:41

Re: Virgin should buy TiVo...
 
My lawyers are looking over various documents related to Virgin, Microsoft, Apple, IBM and Sky, and they will be making an announcement shortly. ;)

devilincarnate 02-03-2011 21:42

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by hdfootyman (Post 35185557)
my lawyers are looking over various documents related to virgin, microsoft, apple, ibm and sky, and they will be making an announcement shortly. ;)

ha ha:D:D

muppetman11 02-03-2011 21:47

Re: Virgin should buy TiVo...
 
http://www.zatznotfunny.com/2011-03/...ities-in-2011/

HDFootyMan 02-03-2011 21:52

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by muppetman11 (Post 35185560)


Quote:

R&D spend to increase by $25 million to $30 million compared to the prior year
$25 million!?? More than enough for reminders and filtered wishlists, no? :D

mersey70 02-03-2011 22:35

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by HDFootyMan (Post 35185518)
You would hope that with the various deals which TiVo have made with European Pay-TV platforms, they should get some money in.

On the flip side, they're being sued in the states by Microsoft, Motorola and Dish Network.

If - god forbid - TiVo went bust....what would happen to the development of VM TiVo?

Our American cousins like nothing better than a bout of litigation, that's for sure.

But my word all of this dosen't exactly inspire confidence.

I always knew Tivo was a very, very niche product in the US but those subscriber churn numbers are absolutely dire, if they don't shore them up quickly that company will surely go bust.

I wonder why it has become so unpopular, the recession perhaps it is quite expensive there?

TheDon 02-03-2011 22:55

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by mersey70 (Post 35185598)
I wonder why it has become so unpopular, the recession perhaps it is quite expensive there?

Same reason it didn't take off when it had a deal with Sky here.

Networks have their own PVRs now, people prefer one box solutions. Cable cards can make tivo a one box solution, but, in the past you lost access to interactive content. It's still a nightmare to get a cable card from some providers, and the move to SDV also hurt tivo.

Basically, consumers want to get their boxes from their providers, no hassle, everything works.

Hence why tivo is now working on providing boxes for providers.

mersey70 02-03-2011 23:00

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by TheDon (Post 35185609)
Same reason it didn't take off when it had a deal with Sky here.

Networks have their own PVRs now, people prefer one box solutions. Cable cards can make tivo a one box solution, but, in the past you lost access to interactive content. It's still a nightmare to get a cable card from some providers, and the move to SDV also hurt tivo.

Basically, consumers want to get their boxes from their providers, no hassle, everything works.

Hence why tivo is now working on providing boxes for providers.

But cable operators already supply Tivo directly in the US, they have done for years.

The biggest of them all Comcast does.

Those churn figures are truly awful, no company can survive losing 21% of it's customer base in a year so I really hope the new alliances in Europe help them.

muppetman11 02-03-2011 23:04

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by mersey70 (Post 35185615)
But cable operators already supply Tivo directly in the US, they have done for years.

The biggest of them all Comcast does.

Those churn figures are truly awful, no company can survive losing 21% of it's customer base in a year so I really hope the new alliances in Europe help them.

I would have to agree they are truly awful figures , especially for a so called box that people state once you've used it you'll never go elsewhere.

borrissey 02-03-2011 23:09

Re: Virgin should buy TiVo...
 
Lets hope they don't go out of business will be no support for the box then.

mersey70 02-03-2011 23:10

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by muppetman11 (Post 35185617)
I would have to agree they are truly awful figures , especially for a so called box that people state once you've used it you'll never go elsewhere.

Maybe it's just too expensive for them given the economic situation, thankfully it has a different pricing structure here.

Or maybe it just dosen't offer enough over and above a standard PVR, this has been my concern all along that most people just want their favourite channels and the ability to record them.

I just don't think Joe Bloggs needs or cares for most of it's features really but that's just my view, I hope i'm wrong.

muppetman11 02-03-2011 23:13

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by mersey70 (Post 35185620)
Maybe it's just too expensive for them given the economic situation, thankfully it has a different pricing structure here.

Or maybe it just dosen't offer enough over and above a standard PVR, this has been my concern all along that most people just want their favourite channels and the ability to record them.

I just don't think Joe Bloggs needs or cares for most of it's features really.

Sky reckon it's a box for enthusiasts but then again they would say that , only time will tell how popular it becomes.
http://www.digitalspy.co.uk/broadcas...rvice.html?rss

mersey70 02-03-2011 23:19

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by muppetman11 (Post 35185622)
Sky reckon it's a box for enthusiasts but then again they would say that , only time will tell how popular it becomes.

Well if Tivo has less than 2 million customers and has lost almost a quarter of their total customer base in a year in a country of over 300 million they could, very sadly, well be right.

But you cant polish a turd, there is no way of putting a gloss on those numbers. They are disastrous.

Secretly I would guess VM must be most concerned.

TonyHoyle 02-03-2011 23:24

Re: Virgin should buy TiVo...
 
In the US they've got Tivo an ReplayTV which offer similar functionality, the ability to stream video to/from a PVR is not novel, and their entire market is much more mature - you can setup a PC that with a card in it that can give you full control over your recording if you so wish.. it's standardised.

I wonder how much of that churn is Cableco related - it would only take a couple of the bigger ones to switch to a different system and they could lose huge numbers of customers.

OTOH I also think Tivo has lost its way somewhat.. I was pondering today the comparison between the S1 and the VM box (technically an S4). It should be eyewateringly good by now but it just manages to be 'as good'. Way better than anything we've seen before in the UK, but not what I expect from 10 years of development. However it's the only game in town.. Breaking away from the glorified VCRs that we've settled for in the UK has been a long time coming.

mersey70 02-03-2011 23:31

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by TonyHoyle (Post 35185630)
In the US they've got Tivo an ReplayTV which offer similar functionality, the ability to stream video to/from a PVR is not novel, and their entire market is much more mature - you can setup a PC that with a card in it that can give you full control over your recording if you so wish.. it's standardised.

I wonder how much of that churn is Cableco related - it would only take a couple of the bigger ones to switch to a different system and they could lose huge numbers of customers.

OTOH I also think Tivo has lost its way somewhat.. I was pondering today the comparison between the S1 and the VM box (technically an S4). It should be eyewateringly good by now but it just manages to be 'as good'. Way better than anything we've seen before in the UK, but not what I expect from 10 years of development. However it's the only game in town.. Breaking away from the glorified VCRs that we've settled for in the UK has been a long time coming.

I just cannot help but think that most average TV susbscribers have absolutely no need for what Tivo does. As you put it, glorified VCR's are more than suffiice for most of us.

And those ghastly figures could sort of bear that out, most people are obviously happy with a standard PVR, if they have a PVR at all.

muppetman11 02-03-2011 23:32

Re: Virgin should buy TiVo...
 
Crunch gear seem to agree with your thoughts

http://www.crunchgear.com/2010/03/03...-new-premiere/

http://www.i4u.com/34675/tivo-premie...ement-new-tivo

Digital Fanatic 02-03-2011 23:36

Re: Virgin should buy TiVo...
 
I think the one-box solution and integrating in to platforms is the way forward. it's an expensive add on if its on top of your sat or cable bill and as Mersey70 say's, it could be the recession hitting hard in the US also... it's around £12 for TiVo stand-alone in the US.

muppetman11 02-03-2011 23:40

Re: Virgin should buy TiVo...
 
I sort of agree DF however not sure whether switchers from other tv providers will be happy to pay a fee each month even at just £3.00 a month , don't forget we pay enough already to either VM or Sky.

mersey70 02-03-2011 23:44

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by muppetman11 (Post 35185638)

One thing I will say about Tivo (and i'll probably get strung up for saying so) is that there is no way in a million years I would expect to have to be still manually padding recordings to make sure I catch the end.

It has all the bells and whistles, menus look great, search options seem wonderful. The trouble is on the most basic function of a PVR, recording which is surely the reason people want a PVR it simply isn't as clever as a Sky+ box because it has no dynamic EPG. I love V+ as it does the job, im no techie and it's dead simple, ok no dynamic EPG but nor has Tivo. Lego brick graphics and all that but it's simple, it does what I want and need it to. I really have no interest watching YouTube on the telly and I reckon i'm a pretty Joe Bloggs sort of customer.

And on the other side Joe Bloggs presses record on Sky+ and forgets about it and if things change your box changes too and I am pretty sure that's all he cares about with his box, watching TV and a dead simple PVR that does the hard work for him. That would have been a selling point to me but Tivo hasn't got it, it seems to concentrate on peripheral features too much for me.

---------- Post added at 22:44 ---------- Previous post was at 22:43 ----------

Quote:

Originally Posted by Digital Fanatic (Post 35185642)
I think the one-box solution and integrating in to platforms is the way forward. it's an expensive add on if its on top of your sat or cable bill and as Mersey70 say's, it could be the recession hitting hard in the US also... it's around £12 for TiVo stand-alone in the US.

I think it is probably more than just the recession.

A standard PVR is probably enough for what average joe wants, or needs. I know Tivo has never been mainstream but that churn rate is diabolical and must be of huge concern at Virgin Towers.

muppetman11 03-03-2011 00:01

Re: Virgin should buy TiVo...
 
The lack of Dynamic EPG will be a bigger concern for sports fans as live games can finish late for all manner of reasons. V+ has done me a few times on ESPN HD Monday night football NFL.

HDFootyMan 03-03-2011 00:05

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by mersey70 (Post 35185647)
A standard PVR is probably enough for what average joe wants, or needs. I know Tivo has never been mainstream but that churn rate is diabolical and must be of huge concern at Virgin Towers.

Well, soon from now they'll have 3.8 million 'subscribers' via VM.

Plus customers from Spanish cable operator ONO and from Canal Digital (Nordic countries).

No wonder their focusing on supplying software to other platforms with Quarterly results like today's.

---------- Post added at 23:05 ---------- Previous post was at 23:02 ----------

Quote:

Originally Posted by muppetman11 (Post 35185658)
The lack of Dynamic EPG will be a bigger concern for sports fans as live games can finish late for all manner of reasons.

I'd actually put reminders (and all existing V+ HD functionality) above a Dynamic EPG. Firmware updates should be able to fix both issues.

The lack of a TiVo at my home is another issue, but that's for another thread.

muppetman11 03-03-2011 00:08

Re: Virgin should buy TiVo...
 
When you look at US subscriber figures , it tells you how big a deal with VM this is for TIVO.

mersey70 03-03-2011 00:11

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by HDFootyMan (Post 35185659)
Well, soon from now they'll have 3.8 million 'subscribers' via VM.

Plus customers from Spanish cable operator ONO and from Canal Digital (Nordic countries).

No wonder their focusing on supplying software to other platforms with Quarterly results like today's.

---------- Post added at 23:05 ---------- Previous post was at 23:02 ----------



I'd actually put reminders (and all existing V+ HD functionality) above a Dynamic EPG. Firmware updates should be able to fix both issues.

The lack of a TiVo at my home is another issue, but that's for another thread.

By 3.8m 'subscribers' I assume you mean when VM migrate everyone over to the platform?

Remember that only 1/4 of the current customer base even have V+ 5 years after it was introduced so it's safe to say a large proportion of that figure will not be PVR customers so I doubt they will expect to pay a subscription because they are forced to use a new platform.

And even the most optimistic of us know that it will surely be some years before everyone moves over to Tivo.

I agree it's a smart move for them to look to Europe, it's clearly on it's way out over there as people prefer cheaper, more mainstream equipment.

TheDon 03-03-2011 00:21

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by mersey70 (Post 35185615)
But cable operators already supply Tivo directly in the US, they have done for years.

The biggest of them all Comcast does.

Those churn figures are truly awful, no company can survive losing 21% of it's customer base in a year so I really hope the new alliances in Europe help them.

But they do so alongside PVRs that offer just as good a user experience, but cost a fraction of the price.

Go on the Comcast website and try to find tivo.
I don't mean search for it, just browse through the site like you would if you were signing up and see if you can find anything to do with a Tivo STB from them. I can't. If I didn't know they offered it then I wouldn't find out from their website.
There's literally nothing linking to the tivo page from their main pages. Their DVR page makes no mention of it. If you didn't know they offered tivo you'd swear they didn't.

That's the problem tivo are facing, the cable co's are pushing their own hardware ahead of it, and people just go with the standard options.

muppetman11 03-03-2011 00:27

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by TheDon (Post 35185670)
But they do so alongside PVRs that offer just as good a user experience, but cost a fraction of the price.

Go on the Comcast website and try to find tivo.
I don't mean search for it, just browse through the site like you would if you were signing up and see if you can find anything to do with a Tivo STB from them. I can't. If I didn't know they offered it then I wouldn't find out from their website.
There's literally nothing linking to the tivo page from their main pages. Their DVR page makes no mention of it. If you didn't know they offered tivo you'd swear they didn't.

That's the problem tivo are facing, the cable co's are pushing their own hardware ahead of it, and people just go with the standard options.

Which is why a £3.00 a month fee seems crazy.

HDFootyMan 03-03-2011 00:28

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by mersey70 (Post 35185665)
By 3.8m 'subscribers' I assume you mean when VM migrate everyone over to the platform?

Yep.

Quote:

Originally Posted by mersey70 (Post 35185665)
Remember that only 1/4 of the current customer base even have V+ 5 years after it was introduced so it's safe to say a large proportion of that figure will not be PVR customers so I doubt they will expect to pay a subscription because they are forced to use a new platform.

Actually, its 39% (who have V+ HD). And I'm sure VM said that the pricing of TV packs will be reviewed as TiVo rolls out. If that's for better or worse is anyone's guess.

Quote:

Originally Posted by mersey70 (Post 35185665)
And even the most optimistic of us know that it will surely be some years before everyone moves over to Tivo.

Oh a few more TiVo lotteries will take care of that. :erm:;)

mersey70 03-03-2011 00:30

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by HDFootyMan (Post 35185675)
Yep.



Actually, its 39%.



Oh a few more TiVo lotteries will take care of that. :erm:;)


39% is the figure of HD customers is it not (including V HD)

DF will confirm or correct me but he said upto a few months ago VM had just over 1m V+ customers, around 1/4 of it's customer base.

I don't think VM are in the business of just giving away endless Tivo boxes, they are not Sky.

muppetman11 03-03-2011 00:33

Re: Virgin should buy TiVo...
 
Things aren't great in OZ

http://m.smh.com.au/digital-life/com...208-1al3j.html
http://smarthouse.com.au/Home_Cinema...Boxes/W6P5H4J6

mersey70 03-03-2011 00:35

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by muppetman11 (Post 35185677)

Dear me, any more bad news!

HDFootyMan 03-03-2011 00:36

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by mersey70 (Post 35185676)
39% is the figure of HD customers is it not (including V HD)

DF will confirm or correct me but he said upto a few months ago VM had just over 1m V+ customers, around 1/4 of it's customer base.

I don't think VM are in the business of just giving away endless Tivo boxes, they are not Sky.

Hence the ;)

Yes, you're right, I suspect 39% includes all HD boxes, not just PVRs.

mersey70 03-03-2011 00:41

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by HDFootyMan (Post 35185681)
Hence the ;)

Yes, you're right, I suspect 39% includes all HD boxes, not just PVRs.

Indeed it does! ;)

Actually with all this bad news for Tivo maybe they will give loads away to get the subscriber numbers going?

Sky Digital only got really popular when they started giving the kt away!

HDFootyMan 03-03-2011 01:11

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by mersey70 (Post 35185683)
Indeed it does! ;)

Actually with all this bad news for Tivo maybe they will give loads away to get the subscriber numbers going?

Sky Digital only got really popular when they started giving the kt away!

I wonder if the £3 per month TiVo charge will go down as VM convert more customers to TiVo....or if all TV packs will go up by £3 over the next couple of years to absorb the charge.

mersey70 03-03-2011 01:21

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by HDFootyMan (Post 35185702)
I wonder if the £3 per month TiVo charge will go down as VM convert more customers to TiVo....or if all TV packs will go up by £3 over the next couple of years to absorb the charge.

Well people with a standard V Box (no HD or recording) pay the same for XL as someone with V HD or V+ so maybe they will include the Tivo charge to all customers in years to come to help with the transition to the new platform.

We'll have to see.

Digital Fanatic 03-03-2011 02:48

Re: Virgin should buy TiVo...
 
I kind of agree with this guys statement:

Quote:

Rick I think you are missing the boat on this. Of course TIVO is losing subs - other companies have stolen their technology and made it cheaper. Fast forward to court victories - now these crooks need to pay Tivo on a go forward basis. Tivo could then start to change its business model some - perhaps drop the direct subscriber method and just license their technology and sell their boxes. I don't know why the market gave them a 10% haircut today, everybody already knew they were going to post losses. Until this court stuff is settled thats they way it will be.... then you grow again....
Seems this is what all the court battles are over...

http://www.fool.com/investing/genera...-is-stuck.aspx

mersey70 03-03-2011 03:01

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by Digital Fanatic (Post 35185725)
I kind of agree with this guys statement:



Seems this is what all the court battles are over...

http://www.fool.com/investing/genera...-is-stuck.aspx

Let's hope they win, so long as it's justified of course.

It's a bit of a David v Goliath battle but of course David won!

It's rapid decline is very concerning though, it's virtually defunct in Australia and it dosen't even have a subscription fee there, it seems some retailers simply thought it was out of date.

LexDiamond 03-03-2011 09:26

Re: Virgin should buy TiVo...
 
Can someone please clarify how VM intend to migrate its whole customer base to Tivo? What is a person doesn't want to pay the sub? Will prices go up? Also M+ and L have to pay for PVR so will the be obliged to pay PVR plus Tivo?

Perfect Choice 03-03-2011 09:37

Re: Virgin should buy TiVo...
 
£3 sub is for premier service only I expect, when VM plan to put Tivo UI software on the Cisco HD only box (which as mentioned at the initial launch of Tivo), I don't expect any Tivo monthly subscription at all. That is what I expect at least.

Digital Fanatic 03-03-2011 11:43

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by Perfect Choice (Post 35185760)
£3 sub is for premier service only I expect, when VM plan to put Tivo UI software on the Cisco HD only box (which as mentioned at the initial launch of Tivo), I don't expect any Tivo monthly subscription at all. That is what I expect at least.

This is how I see it.

Cozzy 03-03-2011 12:40

Re: Virgin should buy TiVo...
 
Do we even know exactly what the £3 sub is for and who is actually getting the wonga ?

i mean are VM taking the £3 and passing the whole sum to tivo or just part of it or have VM already paid up front and are clawing back that investment

is the £3 for the EPG data or the PVR functionality or for VoD ... dont think anyone actually has explained in clear precise language exactly what you get for £3 a month (probably rising year on year but thats my speculation)

the only function the full tivo has over a standard VHD upgraded to tivo software is surely just the PVR and longer 7+day EPG and auto suggestion downloads to the box HDD as VoD will still be available on a standard box i assume

the fog doesnt get any thinner the longer we are kept waiting for clear concrete information

mersey70 03-03-2011 12:52

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by Cozzy (Post 35185851)
Do we even know exactly what the £3 sub is for and who is actually getting the wonga ?

i mean are VM taking the £3 and passing the whole sum to tivo or just part of it or have VM already paid up front and are clawing back that investment

is the £3 for the EPG data or the PVR functionality or for VoD ... dont think anyone actually has explained in clear precise language exactly what you get for £3 a month (probably rising year on year but thats my speculation)

the only function the full tivo has over a standard VHD upgraded to tivo software is surely just the PVR and longer 7+day EPG and auto suggestion downloads to the box HDD as VoD will still be available on a standard box i assume

the fog doesnt get any thinner the longer we are kept waiting for clear concrete information


Perhaps the points you raise are the reason Tivo seems to be bombing around the world, I don't know.

It would appear you pay the fee for the extra functionality and to that end I would guess Tivo (or their provders) are funded to keep the system going. But for me there lies the problem, what are you exactly paying an ongoing fee for?

I really hope I am wrong (and I accept the model in the US is different) but I genuinely cannot see swathes of people, be they here, the US or Australia paying for extra functionality when they probably don't really require it, even £3 a month. There is no fee for Tivo in Australia and people still seem happy with their standard PVR's but again it's a different model but make no mistake, the model VM are using has been in place for years in the US too (albeit with more expensive ongoing subs) and those subscribers are taken into account with the 21% loss of their customer base. Cable customers there on a whole seem happy with what we know as V+ and I don't believe the subscrption amount matters much, it's the principal.

I completely get people paying extra for content but for the life of me I cannot see joe bloggs paying for something that (on the whole) V+ does anyway. Sky sussed that years ago and canned the Sky+ charge. I personally consider the HD charge quite a different scenario as that fee is for content, I get that.

This is one thing I will be delighted to be proven wrong on but those figures don't lie, never have I known a company to survive who loses 21% of their customers in just a year when that is on top of a massive drop the year before unless they systematically change their offer and pricing model.

Or win their court battles!

Rattus 03-03-2011 13:05

Re: Virgin should buy TiVo...
 
Tivo's fundamental problem is they don't really do anything special.

Sky ripped of Tivo pretty quickly. And you can get umpteen freeview PVRs around that do what the Tivo does.

Non of this new web stuff is their patents. I even doubt if their search function patents are all that either. How they ever thought "being able to search by actor" was patentable i'll never know. It's hardly by the definition of something that is patentable a novel non obvious step forward in technology.

dmeldrum 03-03-2011 13:10

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by Cozzy (Post 35185851)
Do we even know exactly what the £3 sub is for and who is actually getting the wonga ?

i mean are VM taking the £3 and passing the whole sum to tivo or just part of it or have VM already paid up front and are clawing back that investment

It doesn't matter. VM buy services from many suppliers, bundle them together and then sell them to us. What VM charge us is not directly related to what it costs them, although clearly they don't sell at a loss.

I would expect that VM have a long term contract with TiVo, that is complicated and has many different charges and levels. I would expect TiVo to want some guaranteed minimum revenue, and VM to have hedged their risk on how many they will sell by agreeing a tiered charge to TiVo, the more boxes they sell, the more TiVo get.

The key point is that at present, VM correctly assume that there are enough people willing to pay a £3 per month premium to get the TiVo service. At the moment, VM only sell one package of TiVo, one 1TB TiVo box, only available if you take XL TV.

I'm sure VM will offer different packages and bundles, and eventually different boxes. But they are not doing that at the moment.

mersey70 03-03-2011 13:17

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by Rattus (Post 35185870)
Tivo's fundamental problem is they don't really do anything special.

Sky ripped of Tivo pretty quickly. And you can get umpteen freeview PVRs around that do what the Tivo does.

Non of this new web stuff is their patents. I even doubt if their search function patents are all that either. How they ever thought "being able to search by actor" was patentable i'll never know. It's hardly by the definition of something that is patentable a novel non obvious step forward in technology.


Well let's wait and see what happens with all these court cases.

I know V+ is clunky but it does what it says on the tin. And of course you can search on an Actors name now, so long as it appears in the synopsis. But are features like that going to sway people when they know they have to pay extra for it?, I genuinely doubt it but I will be thrilled to be proven wrong, but all those people who have canned it around the world who have had access to Tivo for years surely cannot be wrong, for whatever reason.

The only features that is of any interest to me is that you can record from the buffer. Would I pay extra for that, I am afraid not.

I might be interested if it had dynamic EPG but it hasn't, you have to pad just like you do with the good old legoland V+.

Like I say I completely get people paying for a film or getting the sports switched on for a month but I don't get paying for features that I genuinely don't believe most people have ever even craved.

I don't remember if I entered the free draw, if I did and was lucky enough to win I would certainly be happy to give it a go and in a year might change my mind, but knowing myself as I do I seriously doubt it.

And I would say I am a very Joe Bloggs sort of customer. I just get home, have dinner, get on the sofa and watch TV like most people. And hopefully not miss the end of any recordings.

I don't really need a box to tell me what I like, especially when it was me who told it what I like in the first place. That's what my brain is for and I will set my planner myself accordingly, even I am not that lazy and I doubt most are either.

muppetman11 03-03-2011 13:29

Re: Virgin should buy TiVo...
 
http://www.fiercecable.com/story/emb...ter/2011-03-02

LexDiamond 03-03-2011 13:52

Re: Virgin should buy TiVo...
 
Pardon my ignorance but how would VM migrate customers from M+ and L that do not have PVR subs to Tivo? I thought the DVR was a fundamental feature of Tivo? Or are they just going to have a skeleton Tivo service on STB's on lower tier packages with no recording capability?

muppetman11 03-03-2011 14:10

Re: Virgin should buy TiVo...
 
Could TIVO's problems be other companies offerings are just as good

http://m.engadget.com/default/articl...sic&postPage=1

http://www.t3.com/news/sky-ipad-app-unveiled?=45807

Digital Fanatic 03-03-2011 14:14

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by muppetman11 (Post 35185917)

TiVo and DirecTV are in the process of doing a integrated box, just like VM's but DirecTV is having problems with their own middleware software, so caused a delay in launching.

http://www.tivo.com/products/source/...ctv/index.html

http://support.directv.com/app/answers/detail/a_id/77

so it's not all doom and gloom as it may seem... TiVo has a lot going for it... they need to settle those lawsuits too! :)

mersey70 03-03-2011 14:22

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by muppetman11 (Post 35185917)

I personally don't think it is a case that other providers boxes are just as good as Tivo. It's arguable in certain aspects they aren't.

I merely think their boxes do everything that most people want them to, they simply do not require the features Tivo offers and therefore dont want to pay for them either.

Think 50mb and 100mb broadband, the take up is currently limited because most people simply do not currently require such services, or are prepared to pay for them.

Just my opinion though.

muppetman11 03-03-2011 14:24

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by Digital Fanatic (Post 35185919)
TiVo and DirecTV are in the process of doing a integrated box, just like VM's but DirecTV is having problems with their own middleware software, so caused a delay in launching.

http://www.tivo.com/products/source/...ctv/index.html

http://support.directv.com/app/answers/detail/a_id/77

so it's not all doom and gloom as it may seem... TiVo has a lot going for it... they need to settle those lawsuits too! :)

What I'm meaning to say is TIVO are finding it difficult in the US due to the cable and satellite companies having products as good. Like Mersey70 says you wouldn't even know Comcast had a deal with TIVO on looking at there site.

Digital Fanatic 03-03-2011 14:28

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by mersey70 (Post 35185926)
I personally don't think it is a case that other providers boxes are just as good as Tivo. It's arguable in certain aspects they aren't.

I merely think their boxes do everything that most people want them to, they simply do not require the features Tivo offers and therefore dont want to pay for them either.

Think 50mb and 100mb broadband, the take up is currently limited because most people simply do not currently require such services, or are prepared to pay for them.

Just my opinion though.

When TiVo becomes the standard box on VM, then they are on to a winner. TiVo is becoming VM's sole provider of EPG / DVR software.

This is where TiVo's future should be, let the platforms make the STB's then licence/manage the software.

mersey70 03-03-2011 14:33

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by muppetman11 (Post 35185929)
What I'm meaning to say is TIVO are finding it difficult in the US due to the cable and satellite companies having products as good. Like Mersey70 says you wouldn't even know Comcast had a deal with TIVO on looking at there site.

Tivo are probably finding it difficult worldwide because around 10 years ago it was unique, it isn't anymore. Things could change f they win their court cases but they have been going on for donkeys years.

And any features that are unique are probably not needed by the average subscriber and certainly not at a price. The shocking churn figures would indicate this, to me anyway.

Smallworld (the little cable co in Scotland/Northern England) are launching a new 1 TB box soon that has many of Tivo's features including YouTube and also Flickr and Shoutcast with 45,000 radio stations, an excellent feature and with more to come. If they can do it imagine what the US cablecos can come up with, the US is their bread and butter but I think they are smart to move here given those numbers.

Their best hope is those court cases, I hope they win if they deserve to.

http://www.smallworldcable.com/Boxes...ld-HD--1TB-Box.

---------- Post added at 13:33 ---------- Previous post was at 13:32 ----------

Quote:

Originally Posted by Digital Fanatic (Post 35185933)
When TiVo becomes the standard box on VM, then they are on to a winner. TiVo is becoming VM's sole provider of EPG / DVR software.

This is where TiVo's future should be, let the platforms make the STB's then licence/manage the software.

Let's hope Tivo are around then, that's my concern.

Digital Fanatic 03-03-2011 14:35

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by mersey70 (Post 35185936)
Tivo are probably finding it difficult worldwide because around 10 years ago it was unique, it isn't anymore. Things could change f they win their court cases but they have been going on for donkeys years.

And any features that are unique are probably not needed by the average subscriber and certainly not at a price. The shocking churn figures would indicate this, to me anyway.

Smallworld (the little cable co in Scotland/Northern England) are launching a new 1 TB box soon that has many of Tivo's featuires including YouTube and also Flickr with more to come. If they can do it imagine what the US cablecos can come up with.

There best hope is those court cases, I hope they win if they deserve to.

http://www.smallworldcable.com/Boxes...ld-HD--1TB-Box.

---------- Post added at 13:33 ---------- Previous post was at 13:32 ----------



Let's hope Tivo are around then, that's my concern.

I's worth noting, that although they did lose a lot of subcribers, they also added 60,000 new subs in that quarter.

They do need a change of fortune in the US though. That churn rate isn't healthy! :eek:

mersey70 03-03-2011 14:44

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by Digital Fanatic (Post 35185940)
I's worth noting, that although they did lose a lot of subcribers, they also added 60,000 new subs in that quarter.

They do need a change of fortune in the US though. That churn rate isn't healthy! :eek:

You cannot polish a turd, they had a net loss of 223,000 customers in 3 months as I read it.

The churn rate is much more than unhealthy, it is the stuff on bankruptcy when you only have just over 2 million customers to start with, they lost 131,000 in the same quarter a year before so the churn is getting far, far worse.

They have lost well over 20% of their total customer base in a year, it's staggering.

There must be a reason for it, I would imagine the same reasons will apply here.

Until it is the de facto platform here I sadly think it will struggle but genuinely hope I am totally wrong.

I also hope they win their cases if they are justified thugh, the last thing Sky's competitors needs is another dead duck.

Perfect Choice 03-03-2011 14:52

Re: Virgin should buy TiVo...
 
As long as VM have Escrow rights to the Tivo software build on the Cisco box, then there really shouldn't be an issue here. Tivo may be getting a bumpy ride in the USA due to their past Cable provider independance I guess, but they seem to be trying to address this now.

I notice from the fiercecable link posted earlier that the revenue loss wasn't quite as bad, so P&L losses are one thing, business revenues and cash in particular are another; see statement below.

"For now, TiVo reported a net loss of $34.4 million compared to $10 million on revenues that were down to $41.4 million from $45.3 million last year."

Update: Just found the results statement on Yahoo, worth a read:

http://finance.yahoo.com/news/TiVo-R....html?x=0&.v=1

LexDiamond 03-03-2011 15:16

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by mersey70 (Post 35185949)
You cannot polish a turd, they had a net loss of 223,000 customers in 3 months as I read it.

The churn rate is much more than unhealthy, it is the stuff on bankruptcy when you only have just over 2 million customers to start with, they lost 131,000 in the same quarter a year before so the churn is getting far, far worse.

They have lost well over 20% of their total customer base in a year, it's staggering.

There must be a reason for it, I would imagine the same reasons will apply here.

Until it is the de facto platform here I sadly think it will struggle but genuinely hope I am totally wrong.

I also hope they win their cases if they are justified thugh, the last thing Sky's competitors needs is another dead duck.

I haven't looked at how Tivo are set up but the probability is that Tivo in UK and US are separate entities. I doubt Tivo would be naïve enough to have its foreign operations dependent on its US entity particularly when VM are giving them a partnership for a huge customer base.

My guess would be that the UK partnership with VM would be very lucrative as all Tivo are doing here is technology they already have.

mersey70 03-03-2011 15:19

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by Perfect Choice (Post 35185952)
As long as VM have Escrow rights to the Tivo software build on the Cisco box, then there really shouldn't be an issue here. Tivo may be getting a bumpy ride in the USA due to their past Cable provider independance I guess, but they seem to be trying to address this now.

I notice from the fiercecable link posted earlier that the revenue loss wasn't quite as bad, so P&L losses are one thing, business revenues and cash in particular are another; see statement below.

"For now, TiVo reported a net loss of $34.4 million compared to $10 million on revenues that were down to $41.4 million from $45.3 million last year."

Update: Just found the results statement on Yahoo, worth a read:

http://finance.yahoo.com/news/TiVo-R....html?x=0&.v=1

It is a typical press statement which is what that article has been lifted from.

Nevertheless the numbers are awful overall.

You don't get your rating changed from 'hold' to 'sell' for nothing. Let's all hope the move to Europe is the tonic the company needs because it's looks like they need growth from somewhere other than it's home market.

Fingers crossed.

---------- Post added at 14:19 ---------- Previous post was at 14:17 ----------

Quote:

Originally Posted by LexDiamond (Post 35185966)
I haven't looked at how Tivo are set up but the probability is that Tivo in UK and US are separate entities. I doubt Tivo would be naïve enough to have its foreign operations dependent on its US entity particularly when VM are giving them a partnership for a huge customer base.

My guess would be that the UK partnership with VM would be very lucrative as all Tivo are doing here is technology they already have.




But it's technology that seems to be getting rejected elsewhere in favour of cheaper kit. Not just in the US but Australia too.

We'll see.

LexDiamond 03-03-2011 16:22

Re: Virgin should buy TiVo...
 
That's true and IMHO I'm surprised a company like Tivo actually survived this long considering it hasn't done too much to update its product, which wasn't all the useful to the average guy in the first place.

But in the UK the situation is different. They will probably have more customers here than they have in the US as VM's plans mean we VM customers will eventually not have a choice as to whether or not we actually want the Tivo. The service over here isn't the same as the US as the stb isn't by them but still it should be lucrative for them and they also have potential to expand its range of services.

mersey70 03-03-2011 16:43

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by LexDiamond (Post 35186015)
That's true and IMHO I'm surprised a company like Tivo actually survived this long considering it hasn't done too much to update its product, which wasn't all the useful to the average guy in the first place.

But in the UK the situation is different. They will probably have more customers here than they have in the US as VM's plans mean we VM customers will eventually not have a choice as to whether or not we actually want the Tivo. The service over here isn't the same as the US as the stb isn't by them but still it should be lucrative for them and they also have potential to expand its range of services.

For the life of me I do not understand why VM didn't go to a trusted long standing partner like Kudelski (who own the Nagra CA system) but who also own the highly successful and advanced Open TV middleware and get a more mainstream subscription free solution from them.

They could have come up with an answer to replace the ageing Liberate middleware and it would have been more then enough for most customers and as it's in well over 100m STB's (includng Sky's) they must be doing something right.

Tivo just seems expensive, bloated and provides features most of us couldn't care less about.

muppetman11 03-03-2011 17:42

Re: Virgin should buy TiVo...
 
I wonder if some of these free VM TIVO boxes have been supplied with TIVO money to try and help take up in light of their dire US subscriber figures.

weesteev 03-03-2011 17:45

Re: Virgin should buy TiVo...
 
I wouldnt look too much into TiVo's position in the US, its very different to the commercial deals it has with VM and other US providers. TiVo is a direct reseller of cable boxes in the US, but cable cards are required to use the service which is extra cost. Also, no providers will allow TiVo to use the Cableco's VOD services so unless they have another cable box from their provider they will only get the standard TiVo services which makes it a very niche service.

Other providers are starting to sign up TiVo to provide bespoke PVR software (Virgin Media, RCN) which supplements existing services like VOD so very different to having a TiVo box, say with Time Warner, where you would only get Live TV and the TiVo functions.

US providers are forcing people into taking their own PVR equipment (plus rental charges) as they will get a complete service compared to TiVo.

I believe TiVo will slowly exit the consumer market in the US and only offer commercial resale of software to providers, like the current VM deal.

muppetman11 03-03-2011 17:52

Re: Virgin should buy TiVo...
 
Read this about TIVO on comcast

http://news.cnet.com/8301-17938_105-9956012-1.html

Interesting the comcast TiVo service costs $2.95 similar charge to the VM one

http://www.tivocommunity.com/tivo-vb...d.php?t=417235

mersey70 03-03-2011 18:01

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by weesteev (Post 35186077)
I wouldnt look too much into TiVo's position in the US, its very different to the commercial deals it has with VM and other US providers. TiVo is a direct reseller of cable boxes in the US, but cable cards are required to use the service which is extra cost. Also, no providers will allow TiVo to use the Cableco's VOD services so unless they have another cable box from their provider they will only get the standard TiVo services which makes it a very niche service.

Other providers are starting to sign up TiVo to provide bespoke PVR software (Virgin Media, RCN) which supplements existing services like VOD so very different to having a TiVo box, say with Time Warner, where you would only get Live TV and the TiVo functions.

US providers are forcing people into taking their own PVR equipment (plus rental charges) as they will get a complete service compared to TiVo.

I believe TiVo will slowly exit the consumer market in the US and only offer commercial resale of software to providers, like the current VM deal.

You are forgetting that Cable Companies have their own implementation of Tivo too like Comcast (the biggest cableco and the service is very cheap too), Comporium, Northland and RCN who all offer their own Tivo kit which do indeed provide access to all their own own demand services but customers are clearly stiill preferring the basic, cheaper PVR's.

I understand and agree with some of what you say, however I don't think you lose that many customers so quickly without having some sort of a problem with your product. It can't all be the cableco's fault, I don't accept that.

Let's hope they get their act together.

LexDiamond 03-03-2011 19:14

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by mersey70 (Post 35186037)
For the life of me I do not understand why VM didn't go to a trusted long standing partner like Kudelski (who own the Nagra CA system) but who also own the highly successful and advanced Open TV middleware and get a more mainstream subscription free solution from them.

They could have come up with an answer to replace the ageing Liberate middleware and it would have been more then enough for most customers and as it's in well over 100m STB's (includng Sky's) they must be doing something right.

Tivo just seems expensive, bloated and provides features most of us couldn't care less about.

Tivo has something the other companies don't and that is brand recognition in the mainstream. I doubt VM's marketing for a move to platform only basis with a focus on the digital age would have been anywhere near as strong if its partner wasn't a strong brand.

HDFootyMan 03-03-2011 22:57

Re: Virgin should buy TiVo...
 
As TiVo get weaker, Virgin gets stronger:
http://www.thestreet.com/story/11031...lume-vmed.html

Interesting. ;)

mersey70 04-03-2011 07:38

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by LexDiamond (Post 35186144)
Tivo has something the other companies don't and that is brand recognition in the mainstream. I doubt VM's marketing for a move to platform only basis with a focus on the digital age would have been anywhere near as strong if its partner wasn't a strong brand.

I doubt Tivo means anything to most people in the UK

Personally I had never heard of it before VM said the were introducing it.

LexDiamond 04-03-2011 08:52

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by mersey70 (Post 35186521)
I doubt Tivo means anything to most people in the UK

Personally I had never heard of it before VM said the were introducing it.

As far as companies that do what it does, Tivo is way more recognisable. In terms of press coverage it must really help VM that they can say they begin their platform only incarnation with Tivo.

mersey70 04-03-2011 09:07

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by LexDiamond (Post 35186546)
As far as companies that do what it does, Tivo is way more recognisable. In terms of press coverage it must really help VM that they can say they begin their platform only incarnation with Tivo.

Tivo is not a recognisable brand in the UK, not yet anyway. I hope in 5 years everyone knows what it is purely as I want to see competition even if I am no longer a VM customer.

And as it only has 2 million customers worldwide after around 10 years it probably isn't that well known at all.

You would probably agree that the term 'Sky+' is part of common language these days, even if the PVR people have isn't actually a Sky box, i.e. 'i'll Sky+ it', I have even said it myself as I know that people will know what I mean.

If I said 'V+ it' they probably wouldn't know what I meant unless they were with VM.

passingbat 04-03-2011 12:15

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by mersey70 (Post 35186521)
I doubt Tivo means anything to most people in the UK.

It probably depends on how many US shows you watch; TIVO is the term very often used, dialogue wise, when taking about recording something.

Digital Fanatic 04-03-2011 12:51

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by passingbat (Post 35186662)
It probably depends on how many US shows you watch; TIVO is the term very often used, dialogue wise, when taking about recording something.

indeed, TiVo was mentioned on Family Guy the other night

muppetman11 04-03-2011 12:53

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by Digital Fanatic (Post 35186686)
indeed, TiVo was mentioned on Family Guy the other night

It's mentioned in an Usher song I think.

BenJSmyth 04-03-2011 14:18

Re: Virgin should buy TiVo...
 
I think it was mentioned quite a few times in Friends as well.

LexDiamond 04-03-2011 19:13

Re: Virgin should buy TiVo...
 
And in King of Queens

muppetman11 04-03-2011 19:16

Re: Virgin should buy TiVo...
 
Another company to use TIVO

http://www.vision2mobile.com/news/20...xt-gen-tv.aspx

mersey70 04-03-2011 19:53

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by muppetman11 (Post 35186930)

Now that would definitely appeal to me, an almost open rather than walled garden approach would get my money as I could choose what I want and be in charge of the content I choose to pay for.

That's an excellent proposal and if one day VM implement something similar I would be happy to buy the kit.

Madmartigan 07-03-2011 16:48

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by mersey70 (Post 35186551)
Tivo is not a recognisable brand in the UK, not yet anyway.

I was only aware of it due to references in things such as Curb Your Enthusiasm, and i'd misheard them so had been mistakenly referring to it as 'Tee-Bo'.

mersey70 07-03-2011 17:14

Re: Virgin should buy TiVo...
 
Quote:

Originally Posted by Madmartigan (Post 35188807)
I was only aware of it due to references in things such as Curb Your Enthusiasm, and i'd misheard them so had been mistakenly referring to it as 'Tee-Bo'.

Until the more enlightened of us pointed it out I thought it was pronounced 'Tye-Vo'

I think it is safe to say if you gathered a group of average non tecchie types the majority wouldn't have heard of it.

But once they advertise it and more and more people get it and talk about it then that will soon change.

Let's remember even Apple only had a relatively small group of customers and exposure here until that little used product the i-pod was launched.

I knew that would never catch on he he!

multiskilled 12-03-2011 18:59

Re: Virgin should buy TiVo...
 
When was the last time you heard some one say "I'll i-pod that".

Not quite there yet. :)


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