Comcast TiVo worth 75 cents per month per sub for TiVo?

If they are going to charge $2.95 for it as has been speculated then 75 cents for Tivo sounds about right. I think the Directv deal was down to 86 cents at one time.

a little off topic, but its my thread

Anyone know how long the contract between TiVo and Comcast is for? And did that contract begin in 2005? or does it start when the first unit rolls out.

I heard deay wanted tree-fitty fo it.

BlackBetty said:

a little off topic, but its my thread

Anyone know how long the contract between TiVo and Comcast is for? And did that contract begin in 2005? or does it start when the first unit rolls out.

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I think the contract is until 2014, but I don't remember where i saw it.

BlackBetty said:

a little off topic, but its my thread

Anyone know how long the contract between TiVo and Comcast is for? And did that contract begin in 2005? or does it start when the first unit rolls out.

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From March 2005:

"The initial term of our agreement is for seven years from completion of the TiVo service software solution, with Comcast permitted to renew for additional 1-year terms for up to a total of 8 additional years as long as certain deployment thresholds have been achieved."

Curtis said:

From March 2005:

"The initial term of our agreement is for seven years from completion of the TiVo service software solution, with Comcast permitted to renew for additional 1-year terms for up to a total of 8 additional years as long as certain deployment thresholds have been achieved."

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the source?

It's in the 8-K filed on 8/30.

KMiller posted it on investervillage.

http://www1.investorvillage.com/smbd.asp?mb=3928&pt=msg&mn=9368

also in Tivo's last 10-Q

http://yahoo.brand.edgar-online.com/fetchFilingFrameset.aspx?dcn=0001193125-07-198285&Type=HTML

BlackBetty said:

Article locted here...... This is the first time I have heard anyone speak of dollars when it comes to the comcast deal. Who knows if this person is correct or not.

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I would not put a lot of weight on that person's opinion since directly in the echosatr infringement case only certain DVRs were found to infringe. TiVo will not have the ability to say all DVRs are infringing based on their patents.

what will be helpful is taht TiVo has a strong patent base as a result and cbale companies that do deals will feel comfortable they have due diligence in having a fully licensed DVR product from TiVo

jmoak said:

I heard deay wanted tree-fitty fo it.

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That's not TiVo, that's that damn monster.
GET OUTTA HERE MONSTER, WE WORK FOR OUR MONEY IN THIS HOUSE!!

Is that $0.75 pure profit? That is, is there any incremental cost associated with that revenue?

Also, Comcast is footing the bill for software development and testing, right?

Lensman said:

Is that $0.75 pure profit? That is, is there any incremental cost associated with that revenue?

Also, Comcast is footing the bill for software development and testing, right?

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Whatever the number is, it should be virtually all profit, and yes Comcast is paying the bills.

I have a somewhat higher revenue range per sub which includes other revenues like advertising.