Successfully navigating all the online choices available and easily bringing that content to the TV screen are the challenges facing Tivo and its ability to differentiate and prosper. While the Tivo brand name is what Kleenex is to tissues, Tivo has yet to convince enough customers that it is better than a DVR. having both devices, I clearly prefer Tivo, but if you haven't driven a Mercedes, you can be satisfied with your VW.
Tom Rogers, CEO of Tivo says he has a plan to position his company "a hub for streaming video from all sources to the television set." And now that they are partnering with Comcast, this added value may be the tool that cable can use to remain the interface of choice for the consumer to access the internet on TV. In the meantime, competition will be fierce to be an alternative choice to be that navigation and interface choice. Companies like Netflix are trying to do it in the premium movie niche. Apple TV has built a box, but not a strong following.
Tivo must continue to innovate, improving the menu structure and search functions. At the moment, it is ahead of others, but competition is catching up. I believe that Tivo has a superior product, and perhaps with Comcast as a partner, it can achieve true product dominance and brand preference.
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