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DIRECTV and Tivo to Launch new HD DVR in 2010

Discussion in 'DIRECTV General Discussion' started by Tom Robertson, Sep 3, 2008.

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  1. Sixto

    Sixto Well-Known Member

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    11/25/2008 (TiVo CEO to Analysts):
    "We also recently announced a new agreement with DirecTV, a partner with which we have had a very successful history. Expected in the second half of next year, DirecTV will market a version of TiVo built on DirecTV’s broadband enabled HD DVR platform, allowing DirecTV customers to use a TiVo DVR with all of DirecTV’s high definition programming. The agreement also reestablishes DirecTV as a key national marketing and distribution partner for TiVo. Financially speaking, the per-subscriber fees we receive from DirecTV with respect to the new platform are substantially higher than those under the existing deal, which when combined with a significant national marketing commitment from DirecTV, presents an attractive growth opportunity for TiVo ... which we think will pay substantial fruit starting next year."

    http://seekingalpha.com/article/108039-tivo-f3q09-qtr-end-10-31-08-earnings-call-transcript?page=-1
    12/10/2008 (SEC Filing):
    "On September 3, 2008, the Company extended its current agreement with DIRECTV for the development, marketing, and distribution of a new HD DIRECTV DVR featuring the TiVo ® service. Under the terms of this non-exclusive arrangement, DIRECTV and TiVo will work together to develop a version of the TiVo service for DIRECTV’s broadband-enabled HD DVR platform with a goal, but not a contractual obligation, to launch in the second half of calendar year 2009. DIRECTV, upon deployment of high definition DIRECTV DVRs with TiVo service, is entitled to recoup, over time, a portion of certain development fees through a reduction in certain subscription fees. The new agreement also extends the mutual covenant not to sue with respect to each company’s products and services throughout the term of the new agreement."

    "Under this new agreement, DIRECTV will pay a substantially higher monthly fee for households using the new high definition DIRECTV DVRs with TiVo (when and if the new version of the TiVo service is deployed) than the fees for previously deployed DIRECTV DVRs with TiVo service. DIRECTV will continue to pay the current monthly fee for all households using only the previously deployed DIRECTV DVRs with TiVo service. The fees paid by DIRECTV are subject to monthly minimum payments that escalate during the term of the agreement starting in 2010 and those minimum payments are substantially higher than in the prior agreement. The Company will continue to defer a portion of these fees as a non-refundable credit to fund mutually agreed development, with excess development work to be funded by DIRECTV."

    http://investor.tivo.com/secfiling.cfm?filingID=1193125-08-251359
    01/07/2009 (at Citi Conference):
    "Next year". (To be fair, the TiVo CEO may have been referring to 2009 despite the fact that he was speaking in 2009.)​
    Early January 2009 (at CES):
    "No comment".​
    Late January 2009 (Derrick Nueman with TiVo investor relations):
    "Our goal remains to have the DirecTV TiVo available in the second half of 2009."​
    Let's see what they say late February ...
     
  2. Doug Brott

    Doug Brott Lifetime Achiever DBSTalk Club

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    Thanks Sixto .. Hadn't heard the last comment yet, but it's good to see TiVo is finally doing some damage control.
     
  3. Jhon69

    Jhon69 Hall Of Fame

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    Central San...

    Actually it was a DirecTV executive vice president.:)

    you can read it again if you like.
    http://www.usatoday.com/money/media/2008-09-03-tivo-directv_N.htm

    So for one I am very glad of the decisions made by DirecTV concerning this issue.:)
     
  4. HDinMA

    HDinMA AllStar

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    What are the chances D* will allow folks to migrate back to Tivo after all but forcing them to give up their beloved HR10-250 MPEG2 receivers to get the HR2* MPEG4 ones? :rolleyes:

    My guess is ... it will come at a price. :mad:
     
  5. wingrider01

    wingrider01 Hall Of Fame

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    everything comes at a price - TANSTAAFL, business 101
     
  6. Steve

    Steve Well-Known Member

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    This line alone makes me wonder why TiVo isn't working 24/7 to get this product out ASAP. What other irons could TiVo have in the fire that are potentially more lucrative than recapturing the lost DirecTV HR10 subscriber revenues?

    If I was a TiVo shareholder, I'd certainly be asking that question. Makes me think there's more to the story than we're hearing publicly.

    Just my .02. /steve
     
  7. dodge boy

    dodge boy R.I.P. Chris Henry

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    I've had both and I honestly prefer the DirecTv interface, aside from DLB the old TiVo didn't do anything else that the D* units do unless you hacked them.
     
  8. harsh

    harsh Beware the Attack Basset

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    Because there are a lot more opportunities in the cable television marketplace and they are working feverishly on SDV?

    TiVo would seem to make a whole lot more money per unit servicing their standalone machines.
     
  9. jacmyoung

    jacmyoung Hall Of Fame

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    My point was D* should no longer be concerned about this issue.
     
  10. jacmyoung

    jacmyoung Hall Of Fame

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    And also:

     
  11. Steve

    Steve Well-Known Member

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    Perhaps, but in 2007, DirecTV customers still accounted for 2/3 of the TiVo subscriber base world-wide. Not sure how many of those lost DirecTiVo subscriptions have been replaced by new Comcast subs. /steve
     
  12. Albie

    Albie Godfather

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    Possibly because they are contractually obligated to get the Comcast and Cox projects to production. As far as I can tell they seem to be nowhere close on either. Comcast is still limited to New England customers and Cox has not seen even limited rollout.
     
  13. Flyrx7

    Flyrx7 Godfather

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    So, I'm curious about a couple things.
    - Just how involved is NDS with the current software of the HR units, are they still behind the patches and new features in the CE process or is the software under Liberty Media's purview now?
    - If it's still NDS, how does that relationship work with Tivo?
    - If NDS isn't supplying the current software, who is?

    Frank
     
  14. jacmyoung

    jacmyoung Hall Of Fame

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    I think the most important point was TiVo's real cash cow comes from serving their own "standalone" subs, where they can charge $13/mo. instead of $1.00 or less.

    The other point is, it does not matter what TiVo feels like, rather what D* feels like, because D* is under no contractual obligation to do it.

    I don't know much about the Comcast and Cox agreements, are Comcast and Cox "contractually obligated" to provide TiVo services?
     
  15. Stuart Sweet

    Stuart Sweet The Shadow Knows!

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    NDS is not involved at all in the development of DIRECTV HD DVRs. All that work is done by DIRECTV engineers in the USA.

    It's also worth mentioning that DIRECTV is its own entity and while it is, to a certain extent, wise to acknowledge the wishes of its majority shareholders, it is wrong to characterize it as "Liberty Media's purview." It is DIRECTV's purview, I do not believe I have met one employee of Liberty Media.
     
  16. Flyrx7

    Flyrx7 Godfather

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    Based on the following statement, at what point did the original software from NDS get purged and D*'s get implemented then?

    "Under Murdoch, the DirecTV DVRs were powered by software from NDS, a company that he controls."

    Or did D* have to use NDS as a build platform? Trying not to stray too far OT, but am trying to get a glimpse behind the curtain here, and maybe explain some software issues.

    Frank
     
  17. Albie

    Albie Godfather

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    To further what Stuart said, the only DVR boxes NDS software runs/ran on were the R15/R16 series.
     
  18. Steve

    Steve Well-Known Member

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    Can't remember the source, but back in 2007, I remember reading that the majority of the non-DirecTV subs were "lifetime" customers. Not sure if majority meant 51% or 90%, but at most, only 1/6 of the TiVo subcribers may have been "high-paying" standalones, at that time.

    Regardless, TiVo's subscription revenues for the quarter ended 1/31/07 were $53,543,000. For the quarter ended 10/31/08, they were $47,676,000. That's an average loss of $240,000 in subscription revenues per month for at least two years, the majority of which loss is probably due to DirecTV HD DVR attrition. And I suspect a good part of the remaining $47 million in revenue is still attributable to SD DirecTiVo's.

    /steve
     
  19. jacmyoung

    jacmyoung Hall Of Fame

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    Good points on both, I forgot about the "lifetime" aspect of it.

    On the second point, many of the SD TiVo's will be dumped soon if they are OTA only, if you know what I mean.

    TiVo is in trouble, not D*, and if even TiVo cannot "comment" on something so crucial to their livelihood, one has to think it is because D* has been giving them the run around.
     
  20. bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    As someone else just posted NDS only did the R15/16 (which has been replaced with the R22 now). NDS stopped doing the DVRs long before Liberty took over from Murdoch. Going on 3 years now.
     
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