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What the Street Expects from TiVo


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#1 OFFLINE   Chris Blount

Chris Blount

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Posted 26 August 2004 - 04:59 AM

TiVo reports quarterly results today, and some on Wall Street said they think the DVR company could present some strong numbers thanks to its relationship with DirecTV.

DirecTV's record subscriber growth in the second quarter bodes well for TiVo's fiscal quarter, said William Kidd of Vintage Research. The previous quarter also was a record for TiVo, with DirecTV accounting for 74 percent of net additions for the company, he said.

"Given DirecTV's continued growth pace, TiVo should also continue to post solid growth figures," Kidd said. "However, the company's retail efforts will likely show that the company is subsidizing boxes and advertising more in order to create a second leg to its investment story, especially if NDS eats into TiVo's DirecTV business in 2005."

NDS Group has said it's exploring a DVR supply deal with DirecTV. News Corp. controls both companies.

Kidd estimated that TiVo will report net additions of 280,000 for its service, and $25 million in service revenues.

http://www.skyreport.com (Used with permission)

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