Your reading far too much into the number of Tivos installed. the price reduction just happened a few weeks ago, you are always going to have a higher number of people preregistering. You cannot really tell anything from just three months worth fo sale considering the TV and press advertising only started last month.
12 months will give you are far better view of the long run.
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Most of which (if not all) goes to TiVo.
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i have seen this posted time and time again but no one has ever provided any evidence of it? They used to pay liberate for middleware for their other STB but that cost was always included or are you suggesting the £5/10 V+ fee was paid to them?