While perusing the merger-related deluge of regulatory filing for notable nuggets, I came across two fairly significant TiVo developments that I’d previously missed… in that Virgin has contracted the company to power its next-gen 4k set-top box (that probably isn’t a traditional DVR) in the UK and has extended their partnership through 2020.
Virgin Media is TiVo’s largest customer, by far, and the continued relationship surely assuages investors (and Rovi) over the short-term. Although, you have to wonder, at what point does Virgin’s parent company, Liberty Global, go for presumably more favorable pricing and corporate synergies by integrating their own Horizon platform?