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