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TiVo and Investors do their math differently


Published: 1 June, 2012


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.

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