Light Reading
DVR pioneer reports biggest MSO subscriber gains in seven years

TiVo Basks in Cable Glow

Alan Breznick
5/22/2013
50%
50%

After years of struggles, TiVo Inc. is finally making big inroads among cable operators. TiVo reported earlier this week that it netted 277,000 subscribers through its expanding roster of pay-TV partnerships, notching its largest quarterly increase in this area in more than seven years. The DVR pioneer closed March with 2.4 million cable and satellite TV customers, up from 1.4 million a year earlier. It now has a total of 3.4 million subscribers, including about 1 million consumers who bought the TiVo boxes on their own. As a result, Tivo's cable service revenues nearly doubled on a year-over-year basis. The company reported US$8.1 million in MSO-related revenues for the first three months of the year, up from $4.1 million a year ago. These gains weren't enough to keep TiVo out of the red for another quarter, though. The company still lost $10.3 million on total revenues of $82.6 million. But it cut its losses in half from a year ago and beat its own financial guidance targets as well as Wall Street analysts' estimates. TiVo's cable subscriber increases came from a number of different sources. The biggest gains came from its largest MSO partner, Virgin Media Inc. The U.K. cable operator added 172,000 TiVo subs during the first quarter, boosting its total to 1.5 million, or 40 percent of its entire video customer base. The big question going forward is whether Virgin will stick with TiVo once Liberty Global Inc. completes its takeover of the British operator. Liberty Global has taken a very different tack with its next-gen video strategy, focusing on deploying its own QAM/IP video home gateways rather than advanced set-tops such as the TiVo boxes. TiVo CEO Tom Rogers is acting confident that his company will continue to prevail with Virgin. In a recent interview with Multichannel News, Rogers said Liberty is already working "quite closely" with TiVo and "has come to appreciate the value that TiVo brings to Virgin more and more." Besides adding cable subscribers in the U.K., TiVo picked up more than 65,000 subscribers in Spain with ONO, increasing its total with that MSO to 166,000. TiVo also added more cable customers in the U.S., mainly with Suddenlink Communications. Suddenlink reported earlier this month that it has now installed about 80,000 TiVo boxes in subscriber homes. In addition, TiVo is continuing to expand its line-up of cable partners. During the past few months, the company has signed up such leading Tier 2 U.S. MSOs as Midcontinent Communications, General Communication Inc. (GCI) and Atlantic Broadband. And it expects to start deployments this summer with Mediacom Communications Corp. and Cable ONE Inc. in the U.S., as well as Com Hem AB in Sweden. One big shadow looming over TiVo is its ongoing patent battle with Motorola Mobility LLC, which Google recently sold to Arris Group Inc. With the potentially $1 billion case scheduled to go to trial June 10, analysts are anticipating a verdict or settlement within the next four weeks. Although TiVo's prospects in the case are still uncertain, at least one patent expect thinks TiVo could win big. In a conference call earlier this week, David Sunshine, a patent attorney with Cozen O'Connor, said TiVo's chances "look quite good." He cited TiVo's victories in three other patent suits, as well as the generally pro-plaintiff nature of juries in the eastern Texas court district where the trial will take place. — Alan Breznick, Cable/Video Practice Leader, Light Reading

(0)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View
Educational Resources
sponsor supplied content
Educational Resources Archive
Flash Poll
From The Founder
It's clear to me that the communications industry is divided into two types of people, and only one is living in the real world.
LRTV Custom TV
Razorsight Expert's Advice on Real-Time Analytics

11|27|14   |   1:43   |   (0) comments


Razorsight's powerful cloud-based Predictive Analytics solutions are used by the world's leading communications and media brands to drive smarter decisions, enable faster actions and optimize outcomes. Get expert advice.
LRTV Interviews
From 4G to 5G: Alcatel-Lucent's Dave Geary

11|25|14   |   09:09   |   (1) comment


Dave Geary, President of Wireless at Alcatel-Lucent, talks about the evolution of the 4G market, small cells, partnerships, 5G and the IoT.
LRTV Huawei Video Resource Center
Building a Secure Telefonica Network With Huawei's High-End Firewall

11|24|14   |   4:37   |   (0) comments


Andrew Davies, IP architect of the Telefonica, a leading digital communications company, discusses the Huawei security gateway solution and putting the solution into the testbed.
LRTV Huawei Video Resource Center
Huawei Partners with Spirent to Verify CE12816's 10GE Port & TRILL Networking Capabilities

11|24|14   |   2:50   |   (0) comments


Spirent Communications is the world's leading supplier for telecom testing appliances and solutions. Spirent has been in a close partnership with Huawei for a long time.
LRTV Huawei Video Resource Center
Saudi Airlines & Its ICT Transformation

11|24|14   |   2:07   |   (0) comments


In this video, Saudi Airlines discusses its network problems and how Huawei's Agile Network is its all-in-one solution.
LRTV Huawei Video Resource Center
Huawei's Agile Switch Benefiting Saudi Arabia's Yamamah Hospital

11|24|14   |   2:40   |   (0) comments


Saudi Arabia's Yamamah Hospital speaks about how Huawei's Agile Switch has improved the medical service's network infrastructure.
LRTV Huawei Video Resource Center
FanPlay & Huawei Build a Wireless Agile Smart Stadium

11|24|14   |   2:13   |   (0) comments


FanPlay is a cloud-based white label service, which is effectively a football fan engagement platform underpinned by mobile payment technology.
LRTV Huawei Video Resource Center
Building an Agile Stadium

11|24|14   |   3:54   |   (0) comments


Stadiums may be thousands of tons of concrete and steel, but they now need to be agile. Being at the stadium may not be as alluring as it once was. Sports franchises and stadium operators discuss how to get fans back.
LRTV Huawei Video Resource Center
Huawei Helps ChinaCache Tackle Challenges in the Internet Industry

11|24|14   |   3:09   |   (0) comments


ChinaCache is China's largest content distribution network supplier. Huawei's CE12800 has provided ChinaCache with very strong support in its establishment of an infrastructure network.
LRTV Huawei Video Resource Center
Cefinity on Managed Security Services & Next-Generation Firewall

11|24|14   |   7:05   |   (0) comments


Cefinity is a cloud management service provider in Southeast Asia. Ivan Zhang, CEO of the company, discusses the implementation of security service management in the cloud era.
LRTV Huawei Video Resource Center
Huawei's Agile Gateway in the Eyes of Cefinity

11|24|14   |   2:11   |   (0) comments


Cefinity is a managed service provider for enterprise networks. The company currently uses Huawei's AR series routers for the most complete range of functions. CEO Ivan Zhang speaks about the advantages of the AR series routers.
LRTV Huawei Video Resource Center
CTO of Bus-Online Talks About Huawei's Agile Gateway

11|24|14   |   2:53   |   (0) comments


Bus-Online covers around 100 million users everyday. In addition to providing mobile TV, and advertising services to the public, Bus-Online has also entered the field of mobile Internet.
Upcoming Live Events
December 2, 2014, New York City
December 3, 2014, New York City
December 8-10, 2014, Reykjavik, Iceland
February 10, 2015, Atlanta, GA
April 14, 2015, New York City, NY
May 6, 2015, McCormick Convention Center, Chicago, IL
May 13-14, 2015, The Westin Peachtree, Atlanta, GA
June 9-10, 2015, Chicago, IL
Infographics
Irish Telecom outlines the rise of VoIP technology, including its adoption within businesses and their perception of its quality.
Hot Topics
Net Neutrality Even Mark Cuban Could Love
Mitch Wagner, West Coast Bureau Chief, Light Reading, 11/26/2014
Eurobites: Net Neutrality Battle Looms
Paul Rainford, Assistant Editor, Europe, 11/27/2014
Why 5G Is a Different Beast
Robert Clark, 11/26/2014
New Juniper CEO Can Be Thankful for $14.5M
Mitch Wagner, West Coast Bureau Chief, Light Reading, 11/25/2014
Amazon Eyes Ad-Supported Video – NY Post
Mari Silbey, Independent Technology Editor, 11/25/2014
Like Us on Facebook
Twitter Feed