May be wrong here but if VM were to deploy cloud recording couldn't they do all this with its current TIVO STB's ?
When recordings are moved to the cloud doesn't the tuner issue become irrelevant ? I must admit to having limited knowledge here however in bits I've read on the subject it seems with cloud recordings the provider can set whatever amount of simulataneous recordings they see fit and can also sell storage amounts up and above the norm. I believe in the US cable co Comcast boxes still record local with a copy made available in the cloud also thus allowing for tablet/smartphone viewing and other STB's in the home.
I'm sure Spider will correct my mistakes.