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Can I do all this with the basic Roamio?

Discussion in 'TiVo Roamio DVRs' started by Chiente, Jul 19, 2014.

  1. CrispyCritter

    CrispyCritter Purple Ribbon Wearer

    Feb 28, 2001
    Two reasons not to:
    1. They sell a whole lot more basic Roamios to cable companies than to the retail channel, and the cable companies wouldn't want customers to see that option was easily available.
    2. Cost. My guess is even without the extra capability, it cost TiVo over $150 per base Roamio box more to make the Roamio than they get selling it. (They make up the difference with the service contract.)
  2. richy240

    richy240 New Member

    Aug 2, 2005

    Gotcha. Thanks.
  3. HarperVision

    HarperVision TiVo's Italian Cuz!

    May 14, 2007
    Are you sure about that? I can't see cable co's using a plastic chassis STB for any real longevity. Do they have metal chassis versions for MSOs? I would think they'd use the Plus at minimum.
  4. CrispyCritter

    CrispyCritter Purple Ribbon Wearer

    Feb 28, 2001
    No, I'm not positive. But I've seen lots of reports of 4 tuner TiVos (and some 6 tuners), and I thought the more recent ones were Roamios rather than new Premieres coming out.

    Some statistics from TiVo's annual report, page 43 (MSO's are the cable companies)
    $74,498,000 MSO Hardware Revenue
    $56,643,000 Cost of MSO Hardware Revenue
    $17,855,000 Profit from selling hardware to the MSOs

    $27,290,000 Retail Hardware Revenue (not broken out, but what's left after MSO)
    $39,990,000 Cost of Retail Hardware Revenue
    $-12,700,000 Profit (actually a loss) from selling retail hardware.

    Above are fiscal year 2014 statistics (ended January, 2014), so include Premieres, Minis, and partial year of Roamios.

    They sold 126,000 retail units during the year, so it cost them, on average, a $100 (loss) on each box. It also cost them another $100 per box in sales and marketing ($12,500,000), thus making a $200 per retail box deficit that has to be made up with service fees (lifetime or monthly).

    I had thought TiVo was basically breaking even on their hardware, because that's what the summary reports say. But the above figures show that the vastly increased number of units sold to cable companies are the major reason for improvement (and TiVo expects those numbers to decrease substantially in the future as the cable companies go towards Pace manufactured units running the TiVo software.)

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