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DOShea
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DOShea,
User Rank: Blogger
11/30/2013 | 3:55:05 PM
Re: TiVo acquisition?
Yeah, I think the settlements are exactly what generated the earlier round of speculation--and as far as I've been able to find, it was speculation and not any reports of actual talks.
bosco_pcs
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bosco_pcs,
User Rank: Light Sabre
11/30/2013 | 1:57:05 PM
Re: TiVo acquisition?
Dan:

 

My guess is that monetary value, with respect to your "bargain buyout," is not a real issue for the Googles and Apples of the world. Rather, it is about strategic fit and/or patent protection

 

Considering the current share price, not sure. One would think now is better than before, with most of the lawsuits being settled
bosco_pcs
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bosco_pcs,
User Rank: Light Sabre
11/30/2013 | 1:43:06 PM
Re: who will go next?
Alan:

 

To be clear, we should separate the company from the people who are running the show. The company will survive with or without any white or dark knights, but the managers' survival is another story. My suspicion is that the managers will fight tooth & nail against Malone, or anyone for that matter, but there is so much M&A premium priced in the stock (okay, so this is yet another animal) that management needs some sort of amazing pivot to get rid of all the barbarians!
DOShea
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DOShea,
User Rank: Blogger
11/30/2013 | 10:31:10 AM
TiVo acquisition?
This is a sideways jaunt from the topic at hand, but there has been speculation before about a giant like Google or Apple possibly acquiring TiVo. Is there still some chatter about that? I guess TiVo would no longer be the bargain buyout it would have been even a year ago.
albreznick
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albreznick,
User Rank: Blogger
11/30/2013 | 9:06:11 AM
Re: who will go next?
Good points, Mark. TiVo's profit margin appears to be healthy right now. But it's not clear whether that's from their big MSO customers or their smaller ones. As you suggest, I think we'll see a bunch of smaller and midsize cable ops partner with them over the next couple of years, as well as a couple of big ones.  
albreznick
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albreznick,
User Rank: Blogger
11/30/2013 | 9:03:29 AM
Re: who will go next?
Interesting, Jijesh. I'd say desperation more than anything else. And the realization that TiVo can do things that they can't, particularly on the user interface end. Cable operators are finally, slowly, reluctantly beginning to realize that they have to give up some conrol over their networks and services to meet mounting customer demands for a better user experience.
albreznick
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albreznick,
User Rank: Blogger
11/30/2013 | 9:00:49 AM
Re: Is TiVo enough?
Good question, Dan. I'm not sure TiVo is enough. I think you're right that cable operators have to do some pricing and packaging changes as well. And, as Tom Rogers urges, they have to find ways to incorporate OTT video into their offerings.   
albreznick
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albreznick,
User Rank: Blogger
11/30/2013 | 8:58:25 AM
Re: who will go next?
Bosco, do you really think TWC's says are numbered? I'm not so sure yet. I think they could still survive on their own if they can make some quick pivots and, of course, stave off John Malone a bit longer. But we shall see. 
MarkC73
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MarkC73,
User Rank: Light Sabre
11/30/2013 | 2:50:56 AM
Re: who will go next?
Probably better to stick with mid and small partner companies, work too well with one of the big guys and it will either do an in-house development or an aquisition.  I wonder what kind of margins TiVo is getting in this arrangement.
DOShea
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DOShea,
User Rank: Blogger
11/29/2013 | 9:43:25 AM
Is TiVo enough?
Is partnering with TiVo enough to stop some cable TV companies from losing video subscribers? Cable may want to re-think pricing and their programming tier structure while they're at it.
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