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What if google bought Tivo?

4735 Views 36 Replies 18 Participants Last post by  MichaelK
What if google bought tivo and eventually decided to stream TV (like cnn, msnbc, fox, hbo, showtime, etc...) for extremely low prices (and obviously add ads)?

would that be cool? What if you could have a lot of the major channels on tivo without having to worry about any provider cablecard junk, or moving to an area where you have to switch between cable and satellite?

It would be a naturalstep for google tv type thinking...and a great boon for us.

just a thought.
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MegaZone posted a good speculation article on his blog:


At this point I tend to agree with him. Google has purchased a good DVR software company and is in the process of purchasing the largest cable STB provider so I see no real reason for them to look at TiVo.

Thanks,
MegaZone posted a good speculation article on his blog:


At this point I tend to agree with him. Google has purchased a good DVR software company and is in the process of purchasing the largest cable STB provider so I see no real reason for them to look at TiVo.

Thanks,
have to think you are both right. Google has everything tivo could offer already- why buy them?
have to think you are both right. Google has everything tivo could offer already- why buy them?
Tivo has patents Google would want....
What if google bought tivo and eventually decided to stream TV (like cnn, msnbc, fox, hbo, showtime, etc...) for extremely low prices (and obviously add ads)?

would that be cool? What if you could have a lot of the major channels on tivo without having to worry about any provider cablecard junk, or moving to an area where you have to switch between cable and satellite?

It would be a naturalstep for google tv type thinking...and a great boon for us.

just a thought.
For them to be able to stream the content the providers have to be willing to offer it. HBO has publicly said they won't do that. Only allowing streaming of their content from people who have paid subscriptions. And as long as their subscribers numbers are high, there would be no reason for them to change their policy.
That.

I don't see what Google buying TiVo would have anything to do with that. OTOH, if Google bought NBC/Universal, Scripps, or the like, then I might think that it would be more likely happen.

With or without Google buying TiVo, either woud srquired the cable networks get involved in such a scheme, and most won't.
Let's wait until there is some reason to believe Google might purchase TiVo before speculating further. I don't see any chance it will happen based on everything I have read. If there is a company interested in purchasing TiVo, I would like to know who it is. I haven't seen a credible TiVo takeover rumor.
Tivo has patents Google would want....
Sadly so far tivo's patents haven't been worth all that much. The Dish case really didn't make the Tivo patents into a money machine as they hoped.

Even assuming they were enforceable against something google did, I dont see tivo running to sue google while they have verizon, att, and therefore microsoft already in court. Tivo's just too small to open yet another front with a giant company.

And if Tivo were to sue-
With the huge pile of patents Google will have from Moto now, I'm sure they can find something that tivo is "infringing" on so if tivo were to sue than google would countersue. Remember the STB division of moto is in the package too- and they've been building boxes for years before tivo existed. I'm sure there's some crappy little patent someplace they could trip up tivo with if need be.
For them to be able to stream the content the providers have to be willing to offer it. HBO has publicly said they won't do that. Only allowing streaming of their content from people who have paid subscriptions. And as long as their subscribers numbers are high, there would be no reason for them to change their policy.
Who's to say Google will not be able to offer paid subscriptions to HBO? At some point, a set top box with IP TV functionality is pretty much the same as a streaming video box. I believe Google sees that day approaching. The video delivery industry will undergo a shift much like the telephone industry did in moving to digital data. As that happens, some of the players will change and Google wants to be one of them.
What if google bought tivo and eventually decided to stream TV (like cnn, msnbc, fox, hbo, showtime, etc...) for extremely low prices (and obviously add ads)?
They wouldn't need to buy TiVo to stream major content providers. TiVo's software and infrastructure would be useless in that case. Buying Hulu would make more sense. I doubt you will ever see the traditional DVR software on a Google product (like Google TV). My guess is they bought Sage TV for the developers to improve the Google TV interface.
Tivo has patents Google would want....
I doubt TiVo's trickplay patents would be very useful to Google I don't think any of them apply to streaming content (plus most streaming content either doesn't have ads or you can't FF through them). Any "DVR" Google builds would most likely be mostly cloud based and much different from TiVo's software.
They wouldn't need to buy TiVo to stream major content providers. TiVo's software and infrastructure would be useless in that case. Buying Hulu would make more sense. I doubt you will ever see the traditional DVR software on a Google product (like Google TV). My guess is they bought Sage TV for the developers to improve the Google TV interface.
I have no idea how much they paid or who they got for buying Sage- but wouldn't it just have been easier to poach a few kew people from sage or appltv or whomever if all you need is UI people?

Supposedly google poached the guy (matias duarte Matias_Duarte ) from palm(or maybe it was HP at the time) that was "responsible" for palms webos and he's "the guy" responsible for the new UI in androids honeycomb and upcoming icecream.

Sounds crazy to me that one person is that big a deal to a UI but I've read over and over again (on the web so take the source for what its worth) how this guy is all that to webos and now android.

(also come to think of it google is already folding the googletv android version into the main android version so one app runs everywhere- so Duarte probably already is the guy responsible for the new upcoming googletv UI)
Any "DVR" Google builds would most likely be mostly cloud based and much different from TiVo's software.
First, hard drives are dirt cheap and huge.

Second with bandwidth caps no third party DVR company in their right mind would want you using the cloud to stream TB's of date each month.

Its not going to happen.
First, hard drives are dirt cheap and huge.

Second with bandwidth caps no third party DVR company in their right mind would want you using the cloud to stream TB's of date each month.

Its not going to happen.
It's already happened (Netflix, Hulu). No way Google would build a traditional DVR. They already have built a platform on Android (Google TV). I highly doubt TiVo is getting into the traditional TV business. Google has already built up a video rental platform for Android that uses streaming so you can expect it to be coming to Google TV soon. Google most likely is working to improve their UI in Google TV and they are already getting ready to open up the Android Market on Google TV. They don't need to build a cablecard DVR to accomplish what they are looking for.
No way Google would build a traditional DVR.
So you think they'll just stop making DVRs once the Motorola deal goes through?
What if google bought tivo and eventually decided to stream TV (like cnn, msnbc, fox, hbo, showtime, etc...) for extremely low prices (and obviously add ads)?

would that be cool? What if you could have a lot of the major channels on tivo without having to worry about any provider cablecard junk, or moving to an area where you have to switch between cable and satellite?

It would be a naturalstep for google tv type thinking...and a great boon for us.

just a thought.
It's a lot more complicated than that. The content providers would have to agree to this and as it stands now it looks like a cold day in hell before that happens. Combine that with the bandwidth caps ISP's are putting on subscribers I think this is highly unlikely.
MegaZone posted a good speculation article on his blog:


At this point I tend to agree with him. Google has purchased a good DVR software company and is in the process of purchasing the largest cable STB provider so I see no real reason for them to look at TiVo.

Thanks,
Once Google purchased the Motorola Mobility division any chance they would entertain buying Tivo went away, they have what they need now, Tivo adds nothing to the equation, not even in the patent arena since I'm sure they have plenty of Motorola DVR patents in hand.
It's already happened (Netflix, Hulu). No way Google would build a traditional DVR. They already have built a platform on Android (Google TV). I highly doubt TiVo is getting into the traditional TV business. Google has already built up a video rental platform for Android that uses streaming so you can expect it to be coming to Google TV soon. Google most likely is working to improve their UI in Google TV and they are already getting ready to open up the Android Market on Google TV. They don't need to build a cablecard DVR to accomplish what they are looking for.
Think about this for one second.

How much does netflix pay to stream some old episodes and movies to you? Tons and tons of money.

Compare that to what Google would pay if they throw a port on the back for a HD and allow you to DVR.

No comparison sir. Do you think Myth TV, Sage, Media center pay tens of millions for old Star Trek episodes on BBC? They didn't pay paramount one red cent.

The more things change the more they stay the same. Streaming MAY eventually be the primary method people watch TV (in 15 years +) but it will be On demand from your provider. Cable provider, since they realistically are the only ones with the large enough pipe. Companies like Dish, Direct and Uverse are screwed in that regard. No one has a vested interest in things changing from how they are right now.

Content makers are not going to sacrifice their golden cows just for the sake of adding competition (full real time streaming of the newest content via sub or a la carte programming) because there is no incentive to cannibalize their large, fat golden goose.

Netflix does well, I love netflix. That said, for the majority it will never replace cable / sat since everything is so delayed and changes far too often. Episodes get dropped, added all the time. Its a bargain for $8 for what it is and that is why it does well. Just like how torrents will never replace cable / sat neither will streaming service like netflix. The subset of people that it works for is very small comparatively.

Google may ultimately go after netflix. I don't know what Google's plans are any more than you do. That said, my argument is, the cheaper and far more likely option is for them to simply add DVR capability to Google TV and it would most likely quickly kill TIVO and be very very popular.
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Think about this for one second.

How much does netflix pay to stream some old episodes and movies to you? Tons and tons of money.

Compare that to what Google would pay if they throw a port on the back for a HD and allow you to DVR.
What? Google already has a streaming service btw. And it's coming to Google TV (it's already on Honeycomb Tablets and Android phones. That much is already known. There's no incentive for them to build a traditional DVR.
What? Google already has a streaming service btw. And it's coming to Google TV (it's already on Honeycomb Tablets and Android phones. That much is already known. There's no incentive for them to build a traditional DVR.
Its a rental service, like PPV. Far different from netflix like streaming.
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