If you want any perspective, the Q3 2024 financial report statement and associated presentation doesn't mention retail at all for Xperi (Tivo's parent company). After mentioning the net loss for the quarter, they talk about TiVo OS for connected TV advertising (an operating system similar to Roku for TVs, over one million TVs shipped primarily in Europe, expecting Tivo Smart TVs in the US this month), DTS AutoStage for connected/intelligent in-dash experiences in automobiles, video-over-broadband (IPTV) implementations with NCTC, MSC & Westman, Panasonic (basically, Xperi/Tivo to MSOs/hardware manufacturers), DTS Clear Dialogue (AI for TVs to have intelligible dialog when watching TV), and sale of Perceive to Amazon.
All of these are commercial deal focus.
Page 14 shows core Pay TV having revenue of $135,292,000, to $141,489,000, a $6,197,000 increase YoY or 5%, but that includes licensing guide data, discover (search/recommendation/metadata) and consumer hardware sales/subscriptions. If there was a rosy picture for the consumer hardware end, it would have been split out separately.
Tivo is not investing further in consumer hardware. The Tivo Edge was released October 2019; the Tivo Mini Lux was just the same model as the Vox with a new remote, and even that was released in 2020. Both relied off of CableCARD support heavily (in non-OTA models).
In Q3 2020 (September 2020), Tivo's worst fears on consumer hardware end are realized with the FCC formally ending the CableCARD Mandate.
There's a reason we've seen no new hardware since. The CableCARD mandate ending killed the prospect of developing further Tivo hardware for consumers directly.
If Tivo can make their operating system more beneficial to the point OEM's want to use it and consumers want to buy it, we might get some user experience back. However, the interface isn't the same. And if you're looking for a peanut remote, at least the Panasonic W60A series lacks it:
at least the Panasonic W60A series lacks it:
View attachment 101113
And, additionally, when we talk about "
connected TV advertising" as Xperi's touted benefit to the Tivo smart TV platform, we will be the product in this case as consumers, since we're not buying the hardware/subscriptions directly...
Tivo won't disclose how many subscribers they have (either residential service or paid) on the consumer pay TV end, so it's impossible to say. Some will have had lifetime. Others (like me) were paying $150 a year. Optimum had a little over 18,000 households with cablecards (actual cablecards were more, since some households had multiple) in Q3 2020. If you figure 20% cut cable in the last four years (Optimum in total video subscribers lost 40% of video pay TV subs in 8 yars) at $150/yr (a guess, but with no data hard to say) times 7,220 households (assuming 1 cablecard per) is $10 million dollars.
Experi had a net loss Q3 2024 (before cablecard cancellations on Optimum and potentially elsewhere) of $16.8 million...
I wouldn't call Tivo for consumers "
dead", as some here might be able to use it for years to come, if their cableco makes no incompatible changes. But Experi has no focus on putting further effort into it. They're just trying to get the remaining hardware out the door before it's completely worthless.