TiVo just released their third quarter earnings. In addition to the typical net loss ($8.2 million this time around), some interesting details on a future TiVo box have emerged:
TiVo and the cable industry have come to an agreement on a blue-print for a retail TiVo DVR using the cable industry’s OpenCable Application Platform that will have full two-way cable service functionality. While the technical specifications are still being worked out, such a set-top box will mean TiVo subscribers will be able to get full access to cable VOD and other two-way cable services. This could also mean that a standalone TiVo offering could fully substitute for a cable operator set-top box. This understanding was communicated yesterday to the FCC through an ex parte filing by TiVo.
In Comcast Motorola TiVo news, boxes are trickling out to non-employees in New England with “full marketing efforts” to commence shortly. As far as pricing:
We are very excited by the emphasis that Comcast has placed on this product within its organization and their plans to aggressively market it at a $2.95 up-charge as well as through packaged bundles and win-back offers.
I didn’t dial into the call, but I’ll peruse the transcript tomorrow for any additional interesting nuggets. Though it’s probably safe to assume TiVo Lovers will have more details and speculation tonight…