Quarterly Subscriber Change, TVbytheNumbers
TiVo held their quarterly call yesterday and, at first glance, I’m not seeing any surprises. Subscriber count continues to decline, from 3.2 million a year ago to 2.5m as of 4/30. But TiVo’s got plenty of cash in the bank (~$250m) and zero debt, along with a number of lawsuits and partnerships in various stages of development. Speaking of which, Cox, Comcast, and DirecTV are merely sputtering along, whereas RCN is deploying the TiVo Premiere (with On Demand!) at a rapid pace. The relevant docs:
My writing partner Davis Freeberg follows TiVo closer than most, as a customer and an optimistic investor, and covered TiVo’s call on FriendFeed in real-time yesterday. His unedited stream: