TiVo Chief Says Pay TV Needs To Improve User Experience: UBS Confab

By DAVID LIEBERMAN, Executive Editor | Monday December 3, 2012 @ 8:50am PST

Unlike in computers and the Internet, the TV industry “hasn’t had an upgrade to its look and feel for quite a long time,” TiVo CEO Tom Rogers says. Three guesses what he wants pay TV providers to do to fix that. Although many people still think of the DVR pioneer as a seller of boxes, “we are in the business of distributing the user experience” which increasingly comes from pay TV providers who port TiVo software and interface into other manufacturers’ hardware. Indeed, Rogers says that TiVo loses money on most of the boxes it sells — except for the very high-end ones that can record as many as four shows simultaneously. That’s been popular because “we’re finding that a lot of people watch Sunday night television like they’re going to Costco” — stocking up on shows to view later in the week. TiVo’s had the most success with small and mid-sized cable companies. The big guys want to design their own user interfaces. But TiVo now has deals to offer software and services with nine of the 21 top pay TV providers, and Rogers says more will come. “We were viewed as the guys who had been rejected by the cable industry…We reinvented the notion of what TiVo should be.” Rogers also is optimistic about what seems to be his company’s main business: Suing others for patent infringement. TiVo’s suit against Motorola Mobility goes to court this spring, and Cisco will follow. Time Warner Cable is a defendant in both cases. Following settlements with Dish Network, AT&T and Verizon, “we like our hand.”

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TiVo and PayPal Team For Viewers To Buy Products In TV Ads

By DAVID LIEBERMAN, Executive Editor | Tuesday June 12, 2012 @ 10:29am PDT

TiVo’s own data shows that its users can’t wait to skip past ads. But unlike Dish Network’s Charlie Ergen — who has infuriated the media industry with his Hopper DVR that helps viewers to automate the process — TiVo CEO … Read More »

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TiVo Shares Slide After Q1 Losses Exceed Guidance

By DAVID LIEBERMAN, Executive Editor | Wednesday May 30, 2012 @ 1:14pm PDT

TiVo Earnings Q1 2012TiVo‘s stock price is down about 2% in after-market trading — following a 3% drop earlier today. The DVR pioneer ended its fiscal Q1 in April with a net loss of $20.8M, down from a $139M … Read More »

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TiVO Is Pay TV’s “Trusted Partner” CEO Says: Citigroup Confab

By DAVID LIEBERMAN, Executive Editor | Wednesday January 4, 2012 @ 3:46pm PST

It’s hard to begrudge TiVo CEO Tom Rogers for sounding cocky on a day when his company’s stock shot up 10.1%. That was the result of last night’s announcement that AT&T agreed to pay $215M to resolve the DVR pioneer’s patent infringement law suit. The victory, following a similar one last year with Dish Network, means “we won’t hesitate to be as aggressive as we need to be” with other challenges including one against Verizon, Rogers told bankers and analysts at Citigroup’s Global Entertainment, Media and Telecommunications Conference. The news helped to support his larger theme that TiVo has finally turned the corner after years of declining subscriptions and financial losses. “We are getting much, much closer to our goal of EBITDA (cash flow) profitability,” Rogers says. TiVo subscriptions will rise as the company establishes itself as an ally for cable and satellite providers who feel threatened by  Google and Apple’s efforts to break into the TV business. Earlier Wednesday Charter CEO Mike Lovett told the Citigroup audience that his company’s plan to offer TiVo DVRs is “a game changer” and “a way to take it to the Read More »

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UPDATE: TiVo Warns That Costs Will Rise Next Year, But Hopes For Long-Term Payoff

By DAVID LIEBERMAN, Executive Editor | Tuesday November 22, 2011 @ 1:34pm PST

UPDATE, 3:10 PM: TiVo told analysts in a conference call that litigation expenses will grow as the company gears up for battles to defend its DVR patents. The U.S. International Trade Commission holds a hearing in December. In Read More »

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TiVo Loss Grows In 2Q Despite Revenue Gain

By THE DEADLINE TEAM | Wednesday August 24, 2011 @ 2:44pm PDT

TiVo today reported a second-quarter loss of $19.6 million, or 17 cents a share, compared with a $15.3 million loss, or 13 cents a share, a year ago. That beats analysts’ estimates of a 20 cent loss but can’t … Read More »

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