How Many Customers Will TiVo Lose As Comcast Goes MPEG-4?

As cable providers examine technological enhancements to reclaim and more effectively manage their finite network throughput, they’ve dabbled in both MPEG-4 encoding and Switched Digital Video. Whereas SDV manages tuning in a more efficient manner, modernizing from the MPEG-2 format results in fundamentally smaller video. And Comcast, the nation’s largest cable operator, will imminently flip the switch to MPEG-4 in some Georgia and California markets.

For customers running newer cable boxes and DVRs, the transition should be seemless. However, folks on older hardware will need to swap boxes. Those with Comcast gear need merely walk into the store to receive new Xfinity equipment or even arrange it online. But for TiVo owners, the inherent risk in purchasing retail cable hardware manifests

Series3/HD: IMMEDIATE ACTION REQUIRED! These DVRs will lose everything except local HD channels. All other HD cable channels will be incompatible.

TiVo has never disclosed model breakdown, but I’d guess 20-30% of their active DVRs are Series 3 and TiVo HD CableCARD variants. And, thus, if they had an easy fix to provide MPEG-4 compatibility to this generation of hardware they’d surely implement it. Especially given Comcast’s expected nationwide transition, ramping up towards the end of this year. Further, at some point, we fully expect Verizon to follow suit with FiOS – who’s also had a small number of MPEG-4 channels in the mix for a while.

UPDATE: Good news – TiVo retrofit HD units for MPEG-4.

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TiVo Bolt To Replace Roamio

The TiVo Bolt narrative is coalescing… We’ve seen the trademark filings. And we’ve seen the CableLabs certification. Now, by way of Google (above) pointing to TiVo’s own website (below), we can divine that the TiVo Bolt “Unified Entertainment System” will be a Roamio replacement. At least to start with. We know for certain there will be … Read more

TiVo Updates Aereo.com (with marketing fluff)

Picking up Aereo’s assets back was one of TiVo’s more inspired marketing moves. But I wonder if it’s being squandered…

Since the deal closed, TiVo has sent out several waves of email campaigns to Aereo castaways… that may not be resonating, as TiVo, in its current form, isn’t much of an Aereo replacement.

tivo-aereo

Harnessing Portlandia to tug on those cord cutting heart-strings, TiVo ratchets up the rhetoric today as they move into aereo.com with an impassioned 237 word plea. Some highlights:

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Digital Media Bytes

A stitch in time saves nine… Xbox One still has TV-like aspirations, but without cable. Vizio doesn’t want to sell you TVs, they want to sell industry your behavior. Verizon’s upcoming Internet TV service and branding both sound kind of crazy. Security doesn’t seem like a high priority at Roku. Google+ will soon be decoupled … Read more

AT&T Brands DirecTV Set Tops

Just a day or so after sealing the deal, new graphics have been pushed to DirecTV Genie boxes at warp speed to update bootup imagery and the screensaver with AT&T branding. Faster even than Verizon can drop DirecTV from their FiOS offerings. If only making NFL Sunday Ticket available to U-verse could be as efficient… (Thanks Joseph!)

The New TiVos Are Coming…

While I’ve been expecting refreshed over-the-air TiVo hardware, given a simplistic repurposing of base Roamio hardware for OTA and the Aereo acquisition, I hadn’t anticipated anything imminent in digital cable… especially with the ongoing CableCARD and successor uncertainty. Heck, I’d even assumed the absurd TiVo Mega was dead. Yet, CableLabs just updated their self certification paperwork… with two new TiVo models.

  • Tivo 07/01/15 PNP SCV1113 Digital Only TCD849500 STB
  • Tivo 07/01/15 PNP SCV1114 Digital Only TCD849000 STB

Historically, we could determine TiVo hardware generation from the first half of the model number and capacity from the second half. I’m not so sure hard drive is still in play these days. Yet, all prior Roamio models begin with 84, so I’d guess these similarly denoted units must be closely related and still represent TiVo Series 5 hardware. As to what exactly they are, I haven’t the foggiest.

These probably don’t represent the TiVo Bolt, which sounds more like a service. But could they be Mega variants? Hopefully not, as I really hope that initiative is dead with engineering resources better detailed to mass market products. But I could still see TiVo moving upmarket in presentation, if not storage, and perhaps these represent 4k-capable Roamio units… and you can check out my previous Broadcom chipset speculation here. Lastly, one of TiVo’s biggest retail challenges remains pricing — so whatever they’re working on hopefully reduces the BOM, with savings passed on to customers.

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