Can TiVo Stay Ahead?

from the working-on-it dept

The number of "can TiVo survive?" articles is getting ridiculous, but they keep on coming. The company whose name has become generic-ized to the entire PVR/DVR market hasn't been at the top of that market for a while, and all of the big deals with cable providers seem to be going elsewhere (Digeo, for example, seems to be doing quite well in signing up cable partners for their Moxi offering). Still, TiVo has always found a way to keep going (having lots of cash doesn't hurt), and one thing they've been able to do is stay ahead of the competition in terms of features. They're hoping to build on this feature lead while attempting to build up alternate channels and business models. For example, they're focusing on integrating their software with DVD players - which has proven popular with some (though, it's still a small market - and may run into trouble if everyone gets a DVR from their cable provider). However, their alternate business models may be more interesting. While they've taken some flak for storing data on how people use their TiVos, it's likely that data is quite valuable to marketing folks as a more modern, more accurate Nielsen ratings for early adopters. Meanwhile, their ongoing creative advertising ideas that are much more focused on producing non-intrusive advertising that people want to see, could turn into quite a business in itself.

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  1. identicon
    Director Mitch, 12 May 2004 @ 8:59am

    Another Apple?

    I am a Tivo user and like them, but I have a feeling they may become another Apple: an innovator and tech leader with a core base of fans and a profitable business, but not the market or revenue leader.

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