TiVo Moves to Bypass Cable

Thomas Hawk writes "TiVo is throwing in the towel on cable. According to CEO Mike Ramsay, 'offering service through one of the primary cable platforms is not the best way to grow our business at this time, because the economics are not very attractive, instead, we have decided to embrace the PC as our friend.' This may add to the complexity of an already convoluted message that TiVo has been criticized for being unable to articulate to the masses. In the same article TiVo says it plans to introduce a new line of recorders that will accept CableCards. The company has declined to say when new machines will be introduced or how much they will cost. Most significantly, there is still no elaboration as to whether this new standalone box will be able to record cable or satellite HDTV."

Comments

Lost

[confusion]

First, I am a huge Tivo fan. I've got 2 of em, and I would be lost without them.

Tivo's recent actions have left me pretty convinced that they're lost. They don't seem to have a cohesive business plan on how they are going to fend off all the "generic" pvr/dvr's that come free with cable or satellite service, or for the onslaught of PC based solutions.

Tivo certainly has refinement and ease of use in its court, but I can see that eroding quickly. They are having to keep adding new features under the same pricing model just to stay competetive.

Long live Tivo...

Jerry
http://www.syslog.org/

Re:Lost

[Hollins]

I'm also a TiVo subscriber and huge fan.

The rub for me is that most competing PVR services are owned by companies that are also content creators or which have close ties with content providers. Look at the contractual relationship between Comcast and Viacom, for instance, or even DirectTV and the NFL. So I'm very suspicious of Comcast offering PVR service with my cable package while Viacom is lobbying congress for extensions to the broadcast flag.

I think it comes down to a question longevity. If TiVo dies, then I expect these other providers will begin crippling PVR features. However, after the broadcast flag becomes effective, Viacom may start pressuring Comcast to deploy DRM restrictions, at which point TiVo becomes the hero, and shores up market share.

Regardless, things don't look good for TiVo in the long term. Their hardware is a loss-leader that is entering the commodity realm, free software implementations of the same features are improving rapidly, and we seem to be converging on effective web services that can serve the data I currently pay a subscription fee for.

How about this

[yorkpaddy]

I doubt this is what Tivo will do. but, how would this work. Tivo could act like a cable provider, but use the internet as the transfer medium instead of coaxial cable. Networks could offer tivo shows which they could offer to their users. The users could watch the shows at any time based on their choosing. The super small cable channels (Outdoor life network, knitting central...) would love this. ? ... profit