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Discussion in 'TiVo Coffee House - TiVo Discussion' started by Sparky1234, Feb 27, 2019.
Happy anniversary to TiVo’s ‘strategic review,’ which still hasn’t found a strategy
Wow, that was a little painful to read.
File under (fill in company) has (fill in the trouble) that freaks out analysts. In other words Tivo is no worse than it's than it's been in awhile, feel free to return to your Hydra complaints now.
This is a valid point. Rovi not knowing what they want from TiVo other than the name and the patents is nothing new.
Short answer is yes, they are in trouble. But they have been (at least speculated by others) for 20 years. If I would have listened to the naysayers and not bought Lifetime Service (All In) I would still be paying monthly for the last 10 years. If Tivo went away tomorrow I would still be way ahead, even more if I rented a Cable Co box.
Is more than 2 months really all that long to come out with a strategic plan, which may be a company life-changing event? What would more concern me is, a 21% drop in the fourth quarter of 2018.
I think those who think this just "normal" are just hoping for the best.
"except a 21% drop in fourth-quarter revenue, among other worrisome financial results — and shares of TiVo TIVO, -11.05% tumbled more than 10% in after-hours trading."
This little tidbit is bad news no matter how anyone tries to spin it. The future does not look so bright when more and more cable companies are moving away from tech that TiVo works with. I think if Roku or another buys them it would be the best.
Stocks are insanely fluid...almost by definition. You posted half an hour ago that it was down 11.05%...looking at that link now it says 10.33%. When I looked earlier it was green, plus 0.09%.
That number in and of itself does not tell any kind of story. Don't get me wrong, I am most certainly not being Pollyanna here. But I just checked again and now it's 10.29%. By the time I press 'post reply' it will be something different and by the time you read this something different still.
... In thinking on it, I would second the buy out buffer. If an entity like Roku bought them out in order to integrate their positive assets, I think the customer would come out ahead ... given their iconic strengths, the merging company could significantly augment or negate their known weakenesses.
Question in my mind though ... would would the baby look like (notably the remote).
If only TiVo had the money to produce original content like Netflix and Hulu exclusive on TiVo boxes.
They have been in trouble for awhile. First it was cable dvrs. But that just regulated them to a niche mainly.
Next it was the rise of OTT services like Netflix. This is the deathknell. A service like Netflix not only offers a lot of what cable tv offers but it performs all the functions of a DVR and you just need a ~$100 streaming box that is the size of a hockey puck and not a $1000 Tivo with lifetime. And more and more you don't even need the ~$100 streaming box to watch something (like) Netflix. It's built into your tv.
Now obviously this transition doesn't happen overnight. But ...the way I see it, it can only to go to zero. The number of customers that are going to shell out $1000 for the next Tivo with lifetime is going to be dramatically smaller. Eventually small enough that Tivo can't make money on them.
I see it similarly ... so when the dust settles, what does it leave as a market niche? HD OTA? Could Tivo reinvent itself as a truly practical 'cord cutter' appliance ... aka the Bolt that can do everything? IMHO, I think TIVO missed a consolidation opportunity ... they should have taken the Bolt Concept and widened it to encompass the entire product line, in additon, they should have emphasized practical modularity and inclusiveness in their 'Tivo Bolt Unity' model. OTA, Cable, IPTV, Intenet (and maybe even phone) ...
Now in terms of cost ... the modularity would help in stratifying the purchase tiers ... You could start out modest and add modules as you desire by sending back the (sealed) chassis for product upgrade (or downgrade - depending on term charges).
I guess that I have heard that about TiVo for 10+ years. (Perhaps better said, has there ever been a time when people have said that TiVo hasn't been in trouble?)
1 Feb 2016, which was after the last profitable quarter.
This raises some questions in my mind. I've actually pondered this for years now.
Those of you (like me) who haven't cut the cord yet and still subscribe to cable: What path would you take if TiVo went away tomorrow? Would you still subscribe to cable? Just use the cable company's DVR? Cut the cord? Go strictly streaming? Curious to hear what people would turn to.
I've been on the fence for this issue for a good number of years ... and my present best guess would be tied to either a barebones internet package from cable or maybe tie connectivity to a super unlimited phone plan (preferably with a next gen equivalent of 5Gx).
As I see it, with internet, I could get 85% of the content I want ... with the remaining 15% consisting of local broadcast content. This, I am thinking would save me from integrated package bloat and cost. So for me, a Shield Pro/Roku Ultra ... Roamio OTA (or upgraded equivalent) ... or if good enough, the apps on a new UHD flatscreen in place of the Roku Ultra ... tie the Shield to a decent NAS ...
In short, until cell bandwidth increases to the point of practical usage coverage/replacement ... reduce the 'amp draw on the cord', while prioritizing financial resources for maximum generic bandwidth.
I perused the TiVoCommunity archives. 15 years ago (2004), the concern was that the announced break-up with DirectTV might be trouble for TiVo.
I'm sure that was trouble. Everyone seems to always be looking for the one big knock-out blow that finally kills TiVo, but it looks like the demise of TiVo will be more like a gradual death by a thousand cuts.
Been down this road once with the Sony DHG. I went Magnavox but then my feed encrypted everything. Plus my viewing habits were very different. Now I would get my cable company's box until something better came along. By next year I expect they will have converted to the Arris/TiVo with TE4. It's being used at one office now. I don't have a selection except a dish. But my feed just spent a lot of money on 1G internet, so if they went IPTV I will have even fewer choices. Probable DirecTV will win.
My feed is in this thread: Hydra coming to local cable company
I would simply cut the cord and go OTA with a TiVo OTA model and supplement with streaming as necessary. My parents, however, I'm sure I would have to go down to the Charter store and get them some traditional cable boxes/DVRs to replace the TiVos I set up for them. They are in their 70s and I can't see them not having traditional cable.