After Day 1 of the Search Engine Strategies Conference 2007, Bear Stearns believes TiVo is uniquely positioned to capitalize as companies reevaluate their return on advertising investments. Bear Stearns writes:
As TiVo gains distribution across the Comcast and Cox subscriber bases, and DVRs reach critical mass, we believe advertisers will be attracted to the “new” way of reaching out to consumers on a “tried-and-tested” medium, the TV; they can contrast benefits from interactivity, longer infomercials, and the ability to target “in-market” consumers, all of which will improve ROI in sharp contrast with passive TV advertising whose effectiveness likely will be eroded over time.