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TiVo prepping nex generation DVRs

Discussion in 'TiVo Roamio DVRs' started by bradleys, Jun 17, 2013.

  1. Aug 6, 2013 #501 of 1049
    deaddeeds

    deaddeeds Go Hokies

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    Sep 19, 2008
    Annandale, VA
    TiVo has now posted subscriber increases for seven straight quarters, following a four-year streak of declining subscriber numbers. In the latest period, TiVo added a net 255,000 subscribers, compared with the 206,000 subscribers it gained a year earlier.

    http://online.wsj.com/article/BT-CO-20130520-710657.html
     
  2. Aug 6, 2013 #502 of 1049
    davezatz

    davezatz Funkadelic

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    Northern...
    [​IMG]

    That WSJ article is total, not retail-specific. Here's a chart from TiVo's quarterly filing. Update: I believe TiVo drops Lifetimed units from reports after X years. But that's a financial metric and many of those folks would still be active users? Again, Sam's probably best equipped to explain.
     
  3. Aug 6, 2013 #503 of 1049
    sbiller

    sbiller Active Member

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    Here are some charts I've put together for the subscriber trends...

    [​IMG]

    [​IMG]
     
  4. Aug 6, 2013 #504 of 1049
    sbiller

    sbiller Active Member

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    Tampa, FL
    Lifetime's subscribers are still counted in the retail subscriber count although TiVo no longer records revenue from lifetime boxes after 66 months (i.e., when someone purchases a $499 lifetime subscription, TiVo's cash flow increases by $499 but the record revenue at $7.56/mo for 66 months).
     
  5. Aug 6, 2013 #505 of 1049
    innocentfreak

    innocentfreak Active Member

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    Aug 25, 2001
    Florida
    They really didn't have a reason to until now since 2TB drives were the largest TiVo offered. When the Elite launched the 3TB drives were still up there in price around where the 4TB are now.
     
  6. Aug 6, 2013 #506 of 1049
    innocentfreak

    innocentfreak Active Member

    8,950
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    Aug 25, 2001
    Florida
    If this is true I think this is really a bad decision.

    https://twitter.com/davezatz/status/364724405999386624

    I realize this has been debated over and over, but I think not finishing the UI prior to the new box is a bad decision. No I don't want them to delay the S5 to finish the UI, but I guess now we have to wonder if it will ever be finished.
     
  7. Aug 6, 2013 #507 of 1049
    davezatz

    davezatz Funkadelic

    4,588
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    Northern...
    That tweet was specific to the Premiere. Can't speak to the S5 with that level of granularity yet. Although my assumption is the visuals would be similar...
     
  8. Aug 6, 2013 #508 of 1049
    slowbiscuit

    slowbiscuit FUBAR

    3,507
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    In the ATL
    At the minimum they should finish the WL screens, the settings/diags are not a big deal. But it all should be HD now and really should have been a couple of years ago. It just continues to make them look lame.
     
  9. Aug 6, 2013 #509 of 1049
    aaronwt

    aaronwt UHD Addict

    19,194
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    Northern...
    At a minimum it should be all the screens. Especially the settings screens.

    I go to the settings screen more often than some other screens. Since there are constantly channel changes on FiOS and I need to go in a remove or add channels to favorites on the channel list. Since every time a channel is changed or added it is automatically added to the channel list.

    I just hope we hear some info soon about the S5 and when it will go on sale and for how much. The sooner I can get a six tuner S5 the sooner I can drop down to one cable card and also sell my two TiVo Elites.
     
  10. Aug 6, 2013 #510 of 1049
    sbiller

    sbiller Active Member

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    I don't think the settings screens are a big deal. I can remove a channel right from the guide now so I rarely go to the channels screen. I don't see a huge reason to update CableCARD and Tuning Adapter screens since those are going away eventually.

    I think the big deal is the WL screen and I suspect that we might see that one updated.

    I do expect that the Series 5 will run the exact same software baseline as the S4.
     
  11. Aug 6, 2013 #511 of 1049
    AllYourBase

    AllYourBase New Member

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    Oct 23, 2007
    Focusing on the hardware of the Series5 units, here's what we know.

    The Tivo Mini (part of the Series5 family based on CPU) uses a Broadcom 7418 chip.
    The Series5 6-tuner box (based on the Pace XG1 development) uses a Broadcom 7425 chip. With the Pace XG1 simply being a "headless" variant of the retail.
    The Series5 4-tuner box uses as Broadcom 7429.

    The difference between the 7429 and 7425 is the lack of transcoding needed for streaming (http://www.broadcom.com/docs/press/product_brochure.pdf), so the hardware matches the current feature speculation.
     
  12. Aug 6, 2013 #512 of 1049
    wco81

    wco81 Member

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    Dec 28, 2001
    San Jose, CA
    The numbers I'd like to see are:

    1. Total subscribers compared to all-time high number of subscribers.

    2. Total subscribers compared to all the DVRs out there. You can break it down by cable or cable and satellite combined.

    3. Percentage of total DVRs in use.
     
  13. Aug 6, 2013 #513 of 1049
    davezatz

    davezatz Funkadelic

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    I tried to get total number of DVRs from Dan at StreamingMedia last week but the MSOs only report total number of STBs to them. Not sure if other orgs have that info. For this exercise I'd want to see it limited to the US and retail, versus MSO-provided TiVo. Also total DVR count will have less value as more providers move to the whole-home hub/spoke client/extender model.
     
  14. Aug 6, 2013 #514 of 1049
    mr_smits

    mr_smits New Member

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    Dec 17, 2009
    So that means the new 4 tuner box won't even have Stream capability built in? Ugh. I suppose that means I don't have to wait anymore for Tivo to release Stream compatibility for Android. Still if accurate, that is disappointing.
     
  15. Aug 6, 2013 #515 of 1049
    wco81

    wco81 Member

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    Dec 28, 2001
    San Jose, CA
    I think it would be useful to see the historical context. Tivo (along with Replay TV IIRC) invented the DVR or popularized it.

    But is a bit player now, given that most people get their DVRs from cable or satellite companies. I wouldn't say DVRs drive one's decision on which provider to sign up with but I think they are a factor.

    And in other countries, Tivo probably has no presence because the pricing model is completely different. There are no service fees as I understand it. You can buy a DVR at a store in Japan and hook it up, pay no extra fees.
     
  16. Aug 6, 2013 #516 of 1049
    davezatz

    davezatz Funkadelic

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    1.7 million Virgin TiVos in the UK... largest, single installed base I believe. And the bulk of where TiVo's software development seems to have been focused the last two years.
     
  17. Aug 6, 2013 #517 of 1049
    davezatz

    davezatz Funkadelic

    4,588
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    I can confirm WishLists are going HD...

    [​IMG]
     
  18. Aug 6, 2013 #518 of 1049
    sbiller

    sbiller Active Member

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    Back of the napkin math/analysis....

    There are 114.8 million households (HHs) in the US. DVR penetration is around 45% meaning there are approximately 52 million DVRs. TiVo's 1 million DVRs represents a little less than 2% of the DVRs in the US.

    I also agree that WH solutions throw-off the calculations a bit. Keep in mind that TiVo counts any box generating recurring revenue as a subscriber so every TiVo Mini fielded to retail adds to TiVo's count and throws off the calculation.

    There are other ways to derive a similar number based on cable TV households and/or MVPD households since the NCTA published total numbers for the top MSOs and we can look to the National Cable Television Cooperative (NCTC) for additional statistics.

    FWIW, if we combine the 2% retail number with the 700,000 (and growing) boxes deployed to TiVo's MSO partners, TiVo's market share in the US is around 3.3% and growing.
     
  19. Aug 6, 2013 #519 of 1049
    bradleys

    bradleys It'll be fine....

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    True, but you can still purchase the TiVo Stream. They are just trying to differentiate the models both in pricing and options (and cost to produce).

    Charging a premium for a device that is THX certified and putting a larger hard drive in the unit (with no other hardware differences) was a little lame in my opinion.
     
  20. Aug 6, 2013 #520 of 1049
    sbiller

    sbiller Active Member

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    TiVo spent 3+ years unifying the Series 4 code-base so the code being executed by Virgin Media, Spain's ONO, Sweden's Com Hem, TiVo Retail boxes, and TiVo's MSO boxes shares a high percentage of commonality.
     

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