Would listen but I will be stuck at work. I might try to listen later tonight when they put up the recording.
Q3 2012 TiVo Inc Earnings Conference Call
You can listen to the Q3 conference call today at 5 PM ET at this link.
http://investor.tivo.com/phoenix.zhtml?c=106292&p=irol-EventDetails&EventId=4241612
We will also be hosting a real-time chat during the conference call at our TiVo Investors Facebook page here if anyone is interested.
http://www.facebook.com/groups/tivo.investors/
Regards,
~Sam
http://investor.tivo.com/phoenix.zhtml?c=106292&p=irol-EventDetails&EventId=4241612
We will also be hosting a real-time chat during the conference call at our TiVo Investors Facebook page here if anyone is interested.
http://www.facebook.com/groups/tivo.investors/
Regards,
~Sam
1 - 11 of 11 Posts
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.
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.
This is gonna really put a crimp in the TiVo death watch. 
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.
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.
Good Tivo news.....it's been a LONG time.
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.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.
Is there even any time left on comcast or directv deals? So they finally have products but they can ditched in a year again?
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?
Is the MSO going to impose a sales quota on Tivo? If so, what happens if Tivo doesn't meet their quota?
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.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.
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.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?
Virgin Media. On November 23, 2009, we entered into a mutually exclusive distribution relationship with Virgin Media in the United Kingdom. Virgin
Media is the largest cable operator in the U.K. and also the countrys second largest pay television provider. Under the agreement TiVo will be the exclusive
middleware and user interface software deployed by Virgin on its next generation platforms including both DVR and non-DVR set-top boxes. TiVo will
receive recurring monthly fees for use of our software by Virgin after deployment and there are minimum commitments with respect to those fees. Virgin is
also the exclusive licensee of certain TiVo technology and trademarks in the U.K. As of January 31, 2011, Virgin begun limited deployment and marketing of
the initial products developed under our agreement and we expect deployments to accelerate later this year.
It sort of reminds me of when Jim Kramer upgraded the Bluth family stock to "Don't Buy" on Arrested Development
1 - 11 of 11 Posts
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