Thursday, November 29, 2012

TiVo Strategy Paying Off

Control your intellectual rights, grow your subscriber base, manage your costs.  TiVo seems to be on the right course having "posted a third-quarter profit after settling patent litigation with Verizon Communications Inc. (VZ), signing more subscribers and boosting pay-TV revenue."  Given their track record, future litigation with Cisco and Motorola should likely also lead to favorable outcomes.  Add the recent agreement with Cable One and TiVo "has service agreements with nine of the top 21 U.S. pay-TV companies and is expanding with Comcast Corp. and operators overseas".

Can more service deals be signed or will cloud-based DVR overtake everything TiVo has done?  Hopefully TiVo continues to innovate to remain the leader in this space.

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