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Discussion in 'TiVo Coffee House - TiVo Discussion' started by jaselzer, Sep 10, 2019.
Oh, it was Shull.
Ah, the new CEO. Interesting
Listening to the audio I hear "content assets". They are planning to add more content within Plus and it sounds like they are really interested in adding "emerging" apps in some way to the general Tivo platform.
LMGTFY Tivo Inc (TIVO) Q3 2019 Earnings Call Transcript | The Motley Fool
Not at all uncommon for real time transcription of such events (if you ever remember trying to take accurate verbatim notes in school, you should remember the experience). For important events, that is why one typically (later) have others (including, if needed, SMEs that actually know what the words/acronyms are) review, and as needed, create errata (essentially, corrections) of the transcription record so that one tries to have as accurate as possible a record of what was actually said.
Can't TiVo come up with exclusive original content? It seems like everyone else is.
To be successful (with any substantive content you would want to watch), they would likely need a much bigger war chest (or a much much larger line of credit), as content creation is a long game (and not all is successful (i.e. it is crap)). Netflix reportedly spent $8B last year on content creation, and Apple reportedly has spent over $6B for their launch of Apple+. Last I looked, TiVo's entire market capitalization is less than $1B total. One of the justifications of AT&T buying Time Warner, and Disney buying Fox, was you have to go big, or go home, in the content space.
I’m thinking that Sony sold their PS Vue service to TiVo and that’s what’ll be integrated into the “TiVo+ Experience” early next year.
Think about it. Sony put Vue up for sale not long ago, then shortly after and out of the blue announced they were shuttering the service at the end of January which coincides with the TiVo+ CES “coming out” timeframe. This all without Sony announcing a buyer, that I know of anyway.
I'll make a free reality TV show if that's what a takes to keep TiVo afloat.
If this Tivo+ thing is just a big early beta release for something like PSVue then why aren't the current Tivo+ channels' shows in the guide and no navigation?
For sure, it will be interesting to see what TiVo has in mind going forward. Now where the f..k is the Mini wifi adapter??
No. If they'd sold it, they wouldn't say "we're shutting it down."
My guess is that the "coming out party" at CES is going to amount to three things:
TiVo's new retail Android TV stick/dongle
new TiVo apps (possibly branded as "TiVo+" apps) for Apple TV, Fire TV and Roku
new sources of free ad-supported content for TiVo+
TiVo CEO Shull is saying their aim is to *double* the TiVo user base to 50 million households over the course of 2020. I can't see those three things above doing that. But then I can't realistically imagine what else they might do to reach consumers, either, other than a headless OTA DVR (a la Tablo, or the aborted TiVo Mavrik) to be used in conjunction with the above items. But then I don't really see that getting several million buyers either.
That makes NO sense whatsoever! If Sony sold the Vue service then the Vue service would be “shutting down” would it not? I’m NOT saying that TiVo is just porting over the Vue service and integrating it into their system/guide as “TiVo featuring Vue”. I am saying they bought it outright and will use the technology, hardware and service as their own and call it “TiVo+” or whatever the heck they want. Sony will not be operating it at all anymore, so they are, as far as Sony is concerned......”shutting it down”.
Does this NOT constitute “shutting down” Vue? When my cable tv area as Time Warner was bought by Charter Spectrum, they “shut down” TWC and activated Spectrum, with its own lineups, charges, rules, etc., even though it technically used the same head end hardware and systems.
Many Tivo users would just be happy if Tivo was in talks with streaming service providers to provide app updates and new apps to their existing boxes.
I suppose it depends on the buyer and their plans, but in most scenarios I can envision, no. I think the customer base is more valuable than the technology, which seems unremarkable. But the customer base is actively being shed.
Maybe the contracts with content providers have some value, depending on their terms.
It wouldn’t be called “Vue” anymore and Sony would no longer own any of it, so therefore Vue as everyone knows it would be “shutting down”.
Even Plex is putting together a more compelling free video streaming service than TiVo. Launching this year, it'll offer content from Warner Bros., MGM, Lionsgate, and Legendary Television:
Plex & MGM Team Up For a New Free Ad-Supported Streaming Service - Cord Cutters News
That's a very superficial way of looking at it. A conspiracy theorist sort of way of looking at it.
But let's entertain the thought that Tivo would buy a vMVPD like Vue. The last thing Tivo would want Sony to do is say we're shutting down Vue 3 months before Tivo takes ownership. ...because that would only send customers to other services and keep new customers away. That doesn't seem too smart.