Sekar

Will TiVo's Partnerships with Comcast and Cox Pay Off?

TiVo is on bare life support and all set-top box vendors like Vudu, Roku, AppleTV are fighting for a small slice of savy American consumers who can afford multiple boxes in their living room and juggle with complex user interfaces. With a souring economy, TiVo will not even get a buyer unless Telcos like AT&T and Verizon (FiOS) are interested. There are no compelling reasons for anyone to invest $140 to $200 on a device and then continue to pay $20 every month. TiVO should look at European, Japanese and Korean markets where there are much better DVRs and set-top boxes.