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TiVo settles with Motorola, Cisco and TWC for 490M

Discussion in 'TiVo Coffee House - TiVo Discussion' started by drebbe, Jun 7, 2013.

  1. aaronwt

    aaronwt UHD Addict

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    Yes the MSOs add something like a little over $1 for each subscriber. While retail subscribers account for a little over $8. At least that is what I had read in an article pertaining to their first quarter results.
     
  2. nrc

    nrc Cracker Soul

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    True, but TiVo also pays subscriber acquisition costs as well as ongoing support costs for their owned subscribers that are in most cases paid by the MSO in those deals.
     
  3. nrc

    nrc Cracker Soul

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    I thought the same thing about TiVo and DirecTV once upon a time.
     
  4. sbiller

    sbiller Active Member

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    Excellent perspective re $TIVO settlement: Now That the Dust Has Settled, So to Speak | Investor Discussion Board.

    http://t.co/pCTXt3c9Bj
     
  5. morac

    morac Cat God

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    Somewhat of a counterpoint - http://m.seekingalpha.com/article/1488022
     
  6. shwru980r

    shwru980r Active Member

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    It seems like it was cost effective for these companies to infringe on Tivo's patents and get their product to market quickly. I guess the courts are content to allow themselves to be used as a billing service. At least the lawyers got paid.
     
  7. jfh3

    jfh3 New Member

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    Correct. For any company willing to go to court rather than license IP, it is a license to steal. The TiVo cases against Dish et al. will be in the next generation of business school curriculums under the heading "Winning the Battles, but losing the War".

    It may not be evident yet, but Charlie Ergen and his en banc savior killed TiVo.

    I was once a bigger company supporter than Sam, but if TiVo isn't dead, it is certainly on life support and it hasn't shown it can deliver on product promises in a timely fashion ("one box").

    A very impressive Series 5 box with blow-me-away software better be released quickly and show enough to the retail users that the MSO users demand the same thing. The goodwill that may have existed with the Premiere is long since gone.
     
  8. jfh3

    jfh3 New Member

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    Nope. Not buying "TiVo settled for significantly less than every analyst believed was reasonable just so they could join the hunt club."

    More likely it was "Doesn't matter what the judge says, we'll appeal until long after 389 has expired or until we make you irrelevant in the marketplace. Settle for a fraction of fair value or we'll crush you."

    I'd love to be proven wrong. If TiVo is indeed in the club now, we should see significant, tangible results in 12-18 months. If we don't, then Rogers will be remembered as the CEO that killed TiVo, not the one who saved it.

    Unless TiVo got one helluva deal in that room, it makes no sense to abandon a ten year old plan for a ten minute old one.
     
  9. tivogurl

    tivogurl New Member

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    The company has hundreds of millions in cash and seems unwilling to spend any of it on additional engineers to develop features, fix bugs, and accelerate product development. I see that as investing in the core of their business. What, then, does TiVo think it's in the business of selling?
     
  10. Richard Cranium

    Richard Cranium New Member

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    Sam doesn't like to bring up the fact that TiVo had their European patent revolked a couple of weeks before the settlement.

    Where there's smoke there's fire.
     
  11. Richard Cranium

    Richard Cranium New Member

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    Weren't you the guy that wrote in a Seeking Alpha article a couple of days before the settlement that you expected a $1.6 BILLLION settlement from MOTO alone? :eek:
     
  12. Johncv

    Johncv Active Member

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  13. Richard Cranium

    Richard Cranium New Member

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    << While Comcast doesn't charge royalties to companies that license the RDK, it requires those that develop solutions based on modifications to the RDK to contribute their technology with other licensees. Necessary compared the RDK to Linux, the open-source computer operating system. >>

    No royalties? But how will they stay in business? :D
     
  14. morac

    morac Cat God

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    Is there a "not" missing there? I don't see how Cox licensing Comcast tech is good for TiVo.
     
  15. ah30k

    ah30k Active Member

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    Anyone know what value Google indemnified Arris at when they sold the Motorola turd? I know for a fact that Google limited Arris' exposure to the TiVo lawsuit but I don't know the amount.
     
  16. sbiller

    sbiller Active Member

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  17. Richard Cranium

    Richard Cranium New Member

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    Sammy found the one clown that is worse at picking stocks then him and jumps on his bandwagon.

    $1.6 BILLION dollars from MOTO alone!!!

    Point and laugh kids, point and laugh....
     
  18. Richard Cranium

    Richard Cranium New Member

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    << Morgan Stanley. Cramer recommended buying this stock on 9/15/06 at $70.95 per share. Its recently been trading around $25. >>

    Lehman Brothers. Cramer recommended this stock on 10/17/05 at $55.18 per share. On 9/5/08 with the stock trading at $16 per share, on CNBC, Cramer selected Lehman as a "screaming buy" and said things couldn't get any worse for the company. The firm went bankrupt and the stock trades for pennies per share for more than a 99 percent loss for Cramer.

    Merrill Lynch. Cramer recommended buying this stock on 9/19/05 at $60.17 per share and sold it on 9/12/08 for $17.05 per share for a 72 percent loss.

    In the 12/30/07 issue of New York Magazine, Cramer made investing in Goldman Sachs his #1 recommendation for the year. He said looking ahead through the end of 2008, "Goldman Sachs makes more money than every other brokerage firm in New York combined and finishes the year at $300 a share. Not a prediction-an inevitability." Goldman has been trading in the $150s. >>
     
  19. Johncv

    Johncv Active Member

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    Your right there should be a NOT in there. My bad. :eek:

    Comcast has no need to make money off of this. What Comcast is doing is licensing an SDK in an "open source" way so that developers end up sharing their code. This speed up development and improvements to the DVR software. Not good for TiVo.
     

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