One stockholder’s take…
Our initial impression after reading TiVo’s fiscal fourth quarter earnings release and listening to yesterday’s conference call is that the company may finally have its financial feet under it. While it will take some time to fully digest the financials and commentary, we think it will be increasingly hard for any lingering doomsayers to argue that TiVo is a failing enterprise. Continued growth, improving financials, and the impending MSO rollouts tell us that TiVo will be around for many years to come, and may even begin to thrive.
Some highlights: