Free Newsletter

QUICK POLL
  • Which training workshop is of most value to your organisation?
  • Preparing your business for the Internet of Things
  • The Internet of Things and Cloud computing
  • Radio technologies for connecting the Internet of Things
  • Smart Cities and intelligent infrastructure
  • WebRTC and the end of the telco
EVENTS
Meet the leaders of the mobile app economy ? Open Mobile Summit, London, June 8-9
Navigation Strategies Europe 2011
ITU Telecom World, 24-27 October 2011 at Palexpo, Geneva, Switzerland
Ubiquitous Location and Positioning Technology, 6th-7th December 2011, Chicago
Advertize your telecoms job

TiVo and Investors do their math differently

By PETER WHITE

Published: 1 June, 2012

READ MORE:

TiVo put in a sterling performance for the quarter, but was hammered by investors, because it missed their expectations by a fraction. We know that when analysts get surprises they slam stocks, but TiVo showed that it is perhaps 9 months away from proving everyone wrong and making its first profit.

The company gave guidance last quarter of $53 to $55 million service and technology revenues, with a loss of up to $20 million. TiVo delivered revenues of $54.5 million and losses of $20.8 million. But given all that it has done in the quarter, spending a little more on R&D to bring out a new streaming product, a new TV Everywhere portal, a new IP based mini-TiVo and a home gateway working with Pace, it seems churlish to punish it for a fractional overspend, especially when it has so much money in the bank - over $560 million.

Other achievements in the quarter include a deal to roll out this new portal software at RCN and the beginning of putting Comcast's Xfinity onto TiVo, a feat which will suck more marketing dollars out of the pot next quarter, as TiVo takes this product to market early. It says it is the only TV experience which offers linear TV, operator VoD and key OTT services, such as Netflix, Hulu, YouTube, and Amazon, in a one-stop-shop approach, through TiVo's user interface and the company expects to launch this in additional markets this summer.

Over the past year TiVo has increased its subscription base by 27% a total of 524,000 subscriptions. In past years TiVo has lost subscribers, until the company has turned around its strategy and decided to aggressively partner pay TV operators on both sides of the Atlantic rather than sell its own service in spite of pay TV operators.

Related Stories

COMMENTS

Add Comment
No comments yet. Be the first to add a comment!
MARKET PLACE

    European Carrier Mobile Broadband Network Performance

    Analysing and comparing the data speed, latency, network quality and smartphone penetration for 94 mobile carriers in 28 European countries....

    Next Generation Haptics: Market Analysis and Forecasts

    An in-depth study of the growing popularity of haptics-enabled tactile feedback on mobile devices to augment UI interactions and enrich...
WHITE PAPERS

    Satellite Phones: Will Dual Mode Help the Phoenix Rise from the Ashes?

    Satellite phones have followed an arduous path since their much-hyped launch more than a decade ago. The hype was followed by an e...

    Mobile Widget Platform Market Analysis: Understanding the Business Case and ROI

    This white paper presents an analysis of the mobile widget platform market, as well as metrics supporting a mobile carrier?s busin...

POST COMMENT

You must be a registered user to post a comment. or
Username *
Email *
Comment *