Thursday, September 27, 2012

TiVo Gains On Cable Boxes, Declines On Standalone

The future of TiVo cannot rest solely on winning legal fights; rather, it must survive on subscriber growth.  And it seems, that TiVo is doing well on both counts.  With the signing of Mediacom, TiVo now has access to their million video customer base to rollout TiVo DVR boxes starting next year.  More importantly, TiVo saw growth in its most recent quarter.  "For the quarter ended July 31, TiVo added 230,000 net subscribers. It was the company's fourth consecutive quarter of positive subscriber growth, again driven by gains at Virgin Media, which surpassed 1 million TiVo subscribers in July. TiVo-owned subscribers declined by 23,000, to 1.06 million, while operator subs increased 253,000, to 1.66 million."  But as the figures show, the future is aligning with cable operators, not working around them.  The addition of Mediacom is a good start, a deal with Verizon FIOS is better.

Ultimately, the future for TiVo is to get a better partnership with both Comcast Cable and Time Warner Cable.  Together, those  two cable operators wield the largest control.  Getting their agreement to rollout TiVo on their cable boxes will be the icing on the cake for TiVo.

Web Viewing On TV Most Popular - Really?

When I saw this article in All Things D, I thought I was reading an article from 2015 and not 2012.  That viewers are watching more and more web video is not to be questioned; but, if you were to guess which device was most popular, you would never guess that TV leads all devices for web video viewing.  "Consumer-tracking service NPD says TV sets are now the most popular way to watch streaming video.
NPD says 45 percent of consumers report that TV is now their primary Web video screen, up from 33 percent last year."  According to the chart, TV ranks first while computer is farther behind.

Unfortunately, I find this research hard to believe.  Not that the connected TV will inevitably be the choice of viewing, but that it already surpasses mobile devices.  And as I look at the chart, I ask, where are smartphones and iPods? And tablets at 1% is a number that makes me scratch my head too.  In my house, I have both an Xbox and a connected blu ray, but they are still used for gaming and dvds, not web video viewing.

And here is another questionable stat, "NPD says the most popular service for viewing Web content on TV is Netflix, with 40 percent of connected TV watchers using the service."  I don't doubt that Netflix  rules the roost, I simply question the research as to the device that is being used to watch these movies.  So I take the research as it is given and I wait to hear from other researchers to validate or disprove this study.