Comments on: Tivo Partnership Announcement Tomorrow http://www.nyquistcapital.com/2006/03/01/tivo-partnership-announcement-tomorrow/ More Signal. Less Noise. Thu, 02 Apr 2009 12:29:57 -0700 http://wordpress.org/?v=2.9.1 hourly 1 By: Tivo Should Be Sold at Nyquist Capital http://www.nyquistcapital.com/2006/03/01/tivo-partnership-announcement-tomorrow/#comment-213 Tivo Should Be Sold at Nyquist Capital Tue, 11 Sep 2007 20:22:23 +0000 http://www.nyquistcapital.com/2006/03/01/tivo-partnership-announcement-tomorrow/#comment-213 [...] Login « Tivo Partnership Announcement Tomorrow Tech Illiteracy in Washington [...] [...] Login « Tivo Partnership Announcement Tomorrow Tech Illiteracy in Washington [...]

]]> By: Davis Freeberg http://www.nyquistcapital.com/2006/03/01/tivo-partnership-announcement-tomorrow/#comment-212 Davis Freeberg Thu, 02 Mar 2006 15:57:55 +0000 http://www.nyquistcapital.com/2006/03/01/tivo-partnership-announcement-tomorrow/#comment-212 In a lot of ways Kidzone is a bit of a dissappointment for us early adopters who were hoping for a more dramatic announcement from TiVo or at least some sexy new geekware, but in other ways, this is one of the best announcements that TiVo could have made. As much as early adopters love TiVo, the soccer mom is the future demographic for the company. Parents stay pretty busy and time shifting has had a bigger impact on their lives then anyone else. The introduction of kid tested mom approved filtering is one more way that TiVo can differentiate themselves from their competition and one more way that they can attract a more lucrative demographic then the college kids and the early adopters. This won't end up dramatically changing the PVR landscape, but I think that it definetely will attract not only a few new subscribers, but more importantly the right kind of subscribers. I was really surprised at how quickly their pre-announcement spread. It's clear that there is a strong consumer interest in what TiVo does and while I was personally hoping to see a more dramatic announcement, what all the speculation does point out is that TiVo is working on a lot (or potentially could be working on a lot) of different features right now. Some of the speculation that we saw was an early series 3 release, new partnerships with cable companies, advertising developments, Yahoo media plugin's and what was my personal prediction, the introduction of Mac support for the Tivo to Go. Each of these deals could be growth drivers for the company going forward and the buzz indicates that consumers still expect a lot more then just TV from TiVo. In a lot of ways Kidzone is a bit of a dissappointment for us early adopters who were hoping for a more dramatic announcement from TiVo or at least some sexy new geekware, but in other ways, this is one of the best announcements that TiVo could have made. As much as early adopters love TiVo, the soccer mom is the future demographic for the company. Parents stay pretty busy and time shifting has had a bigger impact on their lives then anyone else. The introduction of kid tested mom approved filtering is one more way that TiVo can differentiate themselves from their competition and one more way that they can attract a more lucrative demographic then the college kids and the early adopters. This won’t end up dramatically changing the PVR landscape, but I think that it definetely will attract not only a few new subscribers, but more importantly the right kind of subscribers.

I was really surprised at how quickly their pre-announcement spread. It’s clear that there is a strong consumer interest in what TiVo does and while I was personally hoping to see a more dramatic announcement, what all the speculation does point out is that TiVo is working on a lot (or potentially could be working on a lot) of different features right now. Some of the speculation that we saw was an early series 3 release, new partnerships with cable companies, advertising developments, Yahoo media plugin’s and what was my personal prediction, the introduction of Mac support for the Tivo to Go. Each of these deals could be growth drivers for the company going forward and the buzz indicates that consumers still expect a lot more then just TV from TiVo.

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