So I'm wondering how many TiVos are actually sold truly at retail? I believe the retail number also includes CI's who install them for clients. I'm wondering if they figure that the retail market is even smaller than it appears. Otherwise, the whole EDGE and the ads kind of make no sense. The Series 1 and several series after that were truly targeted at enthusiasts who wanted a TiVo for themselves, but now that MSOs are the largest clients, I'm thinking that CIs might be the target market even for the "retail" product.
My sense is that the enthusiasts have cut the cord in large numbers, and the ones who haven't are largely on DirecTV, while many of the ones remaining on cable have gone to MSO-supplied DVRs like X1 that are definitely not as good as TiVo, but aren't nearly as bad as previous generations of non-networked 2-tuner DVRs with 80-160GB hard drives. Further, some of the techies who used to use or have TiVos and have nice HT setups today only have pay TV for the SAF/WAF, or as part of a bundle, and don't use it themselves. What's left of TiVo's market is really, really small, and OTA alone can't support them, since OTA users are too cost conscious, and they are now competing with Amazon, which doesn't need to make money off of their far less capable, but also far cheaper DVR, as well as Tablo that does need to make money, but is focused only on OTA retail and working with streaming devices.