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The Book |
Can TiVo Survive? Product Type: Strategy and
Segments
Key findings include: · TiVo's recent deal with Comcast will face many difficulties and have little impact, if any, in terms of moving TiVo DVRs. Architectural differences in software will lead to limited deployments and compromised functionality (especially when compared to stand-alone TiVos). · TiVo's forthcoming Series3 HD-DVR with Multi-Stream CableCard and built-in networking will be too expensive for most consumers and thus require substantial carrier subsidies to impact the market. With cable and satellite companies leasing similar products for little or no upfront costs, the HD models of the Series3 will see tepid sales. · TiVo will win its patent dispute with Dish Network but won’t see significant revenue from the litigation. · TiVo will remain unattractive as an acquisition target unless its stock falls to record lows - an event that has been made more likely due to the departure of DirecTV. Should a suitor emerge, the buyer will most likely be a broadband content distributor or a large consumer electronics company - an Apple/TiVo merger is not out of the question.
Table of Contents Key Findings 1.0 Introduction 1.1 Dreams of Tahiti 1.2 The Cable Conundrum 1.3 A Couple Ways Up 1.3.1 Co-Branding and Licensing 1.3.2 T-Commerce 1.3.3 Free Online Movie Downloads 1.3.4 Life as a Stand-Alone Service Provider 1.4 A Couple Ways Out
2.0 History 2.1 The Early Years 2.2 ReplayTV Mistakes 2.3 DirecTV Sees a Good Thing 2.4 Executive Shakeup 2.5 Comcast 2.6 Crossing the Chasm
3.0 TiVo Products 3.1 TiVo Features 3.1.1 User Interface 3.1.2 User Statistics 3.1.3 Multi-room Viewing 3.1.4 TiVoToGo 3.1.5 TiVo DeskTop 3.2 TiVo Patent Prowess 3.3 TiVo Series3 3.4 Technology Summary
4.0 TiVo's Competitors: They're Everywhere 4.1 Overview 4.2 NDS 4.3 Scientific Atlanta 4.4 Motorola 4.5 EchoStar 4.6 PC & PC Card Vendors 4.7 Other DVR Competitors 4.7.1 ReplayTV 4.7.2 Video Without Boundaries 4.7.3 Pace Micro 4.7.4 Akimbo 4.7.5 Interact-TV 4.7.6 Stack9 4.7.7 Digeo 4.7.8 Sony 4.7.9 IPTV Set-top Box Manufacturers 4.7.9.1 i3 Micro 4.7.9.2 2Wire 4.7.9.3 Advanced Digital Broadcast 4.7.10 Amino Communications 4.8 Television Manufacturers
5.0 Business Possibilities and Opportunities 5.1 Today's Reality: Current Revenue, Profits, and Margins 5.2 Tomorrow’s Opportunities: Strategies Going Forward 5.2.1 Advertising Revenue 5.2.2 T-Commerce 5.3 Content Direct to Consumer via the Internet 5.3.1 The Economics of Online Delivery 5.3.1.1 The Possibilities 5.3.1.2 The Challenges 5.3.2 TiVo & NetFlix 5.3.3 TiVo & Movielink or CinemaNow 5.3.4 TiVo & Niche Online Content Players 5.3.5 TiVo & Google or Yahoo 5.4 TiVo as an Entertainment Application Platform 5.5 Licensing as the Core Business 5.6 International Opportunities 5.7 Subscriber Forecast 5.8 Reflections & Recommendations
List of Figures Figure 1 DVR Shipments: 2003 – 2005 Figure 2 TiVo Implementation vs OCAP Implementation Figure 3 DirecTV DVR Deployments: 2003 - 2007 Figure 4 Company Overview: TiVo Figure 5 Product Profile: TiVo Series 2 Figure 6 Product Image: TiVo’s Series2 Figure 7 TiVo Service Features Figure 8 TiVo's Remote Control and Features Figure 9 The Details of Networking TiVo Figure 10 Overview of Major DVR Deployments Figure 11 Product Profile: Scientific Atlanta Figure 12 Product Profile: Motorola Figure 13 Product Profile: Echostar Figure 14 Product Profile: ReplayTV Figure 15 Product Profile: Video Without Boundaries Figure 16 Product Profile: Pace Micro Figure 17 Product Profile: Akimbo Figure 18 Product Profile: Interact-TV Figure 19 Product Profile: Stack9 Figure 20 Product Profile: Digeo Figure 21 Product Profile: Sony Figure 22 Product Profile: i3 Micro Figure 23 Product Profile: 2Wire Figure 24 Product Profile: ADB Figure 25 Product Profile: Amino Communications Figure 26 TiVo Revenue & Losses thru Q2 2005 Figure 27 TiVo's Hardware Sales, Rebates, Costs and Losses Figure 28 TiVo Service Margins Figure 29 TiVo Downloads and P2P Exchanges Figure 30 US Pay Television Subscribers: 2003 - 2010 Figure 31 Total TiVo Shipments by Quarter: 2003 - 2010 Figure 32 TiVo Subscribers from 2003 to 2010 Figure 33 Annual TiVo Subscriber Growth from 2003 to 2010 |
How the FCC Thoughts on the Broadcast Flag Standard for Entertainment Servers
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