TiVo wants to be the de facto DVR in the cable set top box. One way to achieve such a position is to partner directly with each cable operator. And with fewer and fewer cable operators to work with, the target list is well known. Well move one more name from prospect to customer. "TiVo has landed yet another cable operator customer, signing a deal with Cable One to provide DVR software and multiscreen-video applications to the 10th-largest MSO in the U.S." With a footprint of 600,000 video customers, TiVo will see another nice bump to their subscriber base.
Through legal patent fights and cable deals, TiVo has been growing both revenue and subs. With a legal fight against Time Warner Cable, one might see a possible solution being Time Warner finally taking Dish as their DVR partner as well. With TiVo legal victories already against Verizon and Dish, Time Warner might consider a partnership less costly than a financial settlement.
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