Q3 2012 TiVo Inc Earnings Conference Call

Discussion in 'TiVo Coffee House - TiVo Discussion' started by sbiller, Nov 22, 2011.

  1. sbiller

    sbiller Active Member

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  2. innocentfreak

    innocentfreak Well-Known Member

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    Would listen but I will be stuck at work. I might try to listen later tonight when they put up the recording.
     
  3. aaronwt

    aaronwt UHD Addict

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    I see they are back over 2 million subribers with a net increase of 117K subscribers in the third quarter. They still had an EBITDA loss of 13.8 million but at least the increase in subscribers finally reverses a downward trend that has been going on for several years.

    Although the sub additions came from MSOs. They had 147K MSO additions and a 30K loss of TiVo owned subscriptions. Giving them a net of 117K. But either way it's a step in the right direction. Hopefully the sub addition increase even more in the fourth quarter.
     
  4. nrc

    nrc Cracker Soul

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    This is gonna really put a crimp in the TiVo death watch. :D

    Subscriptions up and TiVo owned churn is down. Grand and ONO launching, with DirecTV, Comcast, and Charter finally close to launch. AT&T suit proceedings start in January. Very positive quarter for TiVo.
     
  5. aadam101

    aadam101 Tell me a joke

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    Good Tivo news.....it's been a LONG time. :)
     
  6. lessd

    lessd Well-Known Member

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    I doubt TiVo makes the same money on a MSO customer that they do with a retail customer, and the MSO can toss TiVo in the future (happened before). What I just said makes it hard to judge the value of the subscriber base, but it is a better showing that the last few years.
     
  7. MichaelK

    MichaelK Active Member

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    Is there even any time left on comcast or directv deals? So they finally have products but they can ditched in a year again?
     
  8. shwru980r

    shwru980r Well-Known Member

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    We can't really judge the additional MSO subscriptions without knowing the net gain/loss for the specific MSO. I would guess that many of those new Tivo MSO subscriptions came from customers trading in their non Tivo DVR, which would be a wash for the MSO but a gain for Tivo.

    Is the MSO going to impose a sales quota on Tivo? If so, what happens if Tivo doesn't meet their quota?
     
  9. sbiller

    sbiller Active Member

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    TiVo makes significantly less on an MSO customer than a retail customer but doesn't have to deal with subscriber acquisition costs and in general doesn't provide first level support. TiVo will be able to leverage the significantly growing sub-base for additional advertising deals which will help the bottom-line.
     
  10. sbiller

    sbiller Active Member

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    Per Rogers, 40% of the Virgin Media TiVo customers were new subscribers which seems like a pretty good number. I don't believe there are any sales quotas on TiVo since TiVo is essentially providing the middleware for VMED.

     
  11. aadam101

    aadam101 Tell me a joke

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    It sort of reminds me of when Jim Kramer upgraded the Bluth family stock to "Don't Buy" on Arrested Development
     

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