TiVo, Inc held their quarterly earnings call yesterday. As expected, it was mostly more of the same – revenue down with a net loss (~$15m), subscriber count down (~2.4m), but plenty of cash in the bank ($240m). However, TiVo did answer a long standing question I’ve had regarding the upcoming but delayed DirecTV TiVo. Who’s building the new box? And, as it turns out, the latest incarnation of the DirecTiVo will run on Technicolor/Thomson hardware.
Additionally, as previously disclosed, TiVo reinforced that international Virgin and ONO implementations will run on Cisco hardware. On the US MSO front, RCN is obviously deploying actual Premiere hardware but it appears TiVo hasn’t given up on a tru2way solution to offer providers. From CEO Tom Rogers:
two-way that we continue to build toward
Lastly, back to that DirecTV TiVo… While the official line is still a scheduled 2010 deployment, Rogers gave themselves some wiggle room should it slip into 2011:
As to the DIRECTV box that we are developing, it’s something that we hope to be able to push out late this year.