While perusing the merger-related deluge of regulatory filings for notable nuggets, we learn that TiVo is developing a “Next Gen UI” (in addition to reinforcing another consumer product is coming, which we’ll discuss next). For color, Virgin Media indicates they “will be updating the existing TiVo set-top box to make its menus slicker and more picture-based.” Vertical lists of text are inefficient in many cases and TiVo’s taxonomy could use some work. I’ve also long said the existing interface isn’t optimized for the appification of television, which probably dovetails with that “next gen consumer product.” Further, I wonder if user profiles are still on the roadmap and when voice control will hit.
We have had over the last few years a number of different approaches to monetizing that. That continues to evolve so it’s a business that we are still investing in, but it’s one that’s certainly in our discussions where we will continue to be a big priority for the combined company going forward. We think there’s lot of opportunity there. The advertising business in TiVo frankly has been subscale; it’s been something we think has been important to show what the next generation of advertising and interfaces can look like
For reference, TiVo’s current HDUI bowed with the Premiere in 2010… yet still hasn’t been completed. Hopefully, they can knock out their guide transition within the 90 day wind-down period (which I’m hearing is the likely timeframe) and deliver a (complete) graphical interface refresh in 2016.