As Rovi foreshadowed, prior to their 2016 TiVo acquisition, the merged company wants out of the retail hardware business. Not consumer services itself, but the manufacturing and distribution. As such, from Seeking Alpha’s transcript of the TiVo quarterly call yesterday:
In addition, we have signed on a major device manufacturer as our direct-to-consumer box partner. This partner will take over retail sales outside of TiVo.com, namely through Amazon and Best Buy. Once we complete this transition, we still will have direct consumer hardware sales through TiVo.com which we will be fulfilling through this box manufacturer. […]
What that means is that we are not going to be producing or manufacturing or contracting directly the manufacturer of these boxes. That will be done by our partners. We will be securing whatever volume we need for tivo.com. We will be securing from the partner.
In that sense, what I think as a distribution channel. But the majority of the sales to everything that happens for example on Amazon or in Best Buy will be handled directly between the partner and the distribution. We would be completely out of that transaction.
From an end consumer perspective, there will be no material change. There’s no significant co-branding. Of course, there’s always recognition of who manufactures the device that will continue. But basically, the consumer will continue seeing a TiVo branded devices with a TiVo experience, TiVo software that they know and love over the years. […]
Yes, in fact that’s a positive impact because they have better presence in those channels that we do today. And then, it’s a partner that we have a great relationship with. We’re very confident of their ability to succeed there. But we’ll continuously work with them, in some places when we decide to jointly try to promote something or jointly try to accelerate something. We’re not just a normal relationship that we will have with them.
So who is this mystery partner? The new TiVo Mini Vox is produced by Arris, a close TiVo partner. But I’m not certain what their retail experience is. Hmmm.