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Guest Message by DevFuse

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Could Tivo make a comeback with Directv


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59 replies to this topic

#51 OFFLINE   wilbur_the_goose

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Posted 08 December 2006 - 09:55 AM

You know what could happen, though..

Liberty could dump TiVo AND the NDS receivers and start providing cheap cable-like set top boxes.

That thought makes keeping NDS and/or TiVo seem great.

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Anyway, it seems like Liberty and News Corp have a relationship already. This from Liberty's website:
Liberty Media Corporation (NASDAQ: LINTA,LINTB,LCAPA,LCAPB) is a holding company owning interests in a broad range of electronic retailing, media, communications and entertainment businesses. Our businesses include some of the world's most recognized and respected brands and companies, including QVC, Encore, Starz, IAC/InterActiveCorp, and News Corporation.

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#52 OFFLINE   Clint Lamor

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Posted 08 December 2006 - 01:15 PM

You know what could happen, though..

Liberty could dump TiVo AND the NDS receivers and start providing cheap cable-like set top boxes.

That thought makes keeping NDS and/or TiVo seem great.

---------------------
Anyway, it seems like Liberty and News Corp have a relationship already. This from Liberty's website:
Liberty Media Corporation (NASDAQ: LINTA,LINTB,LCAPA,LCAPB) is a holding company owning interests in a broad range of electronic retailing, media, communications and entertainment businesses. Our businesses include some of the world's most recognized and respected brands and companies, including QVC, Encore, Starz, IAC/InterActiveCorp, and News Corporation.


Yes News Corp is trading Liberty DirecTV for all the shares that Liberty owns in News Corp.
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#53 OFFLINE   untouchable

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Posted 08 December 2006 - 01:21 PM

I have read interviews where Malone says that he is VERY interested in TIVO, so I could see him using the 550 million for buying out TIVO and making it a exclusive D* product...sounds like a very smart business move to me at least..

#54 OFFLINE   bidger

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Posted 08 December 2006 - 05:49 PM

I have read interviews where Malone says that he is VERY interested in TIVO, so I could see him using the 550 million for buying out TIVO and making it a exclusive D* product...


Problem is, TiVo has contracts with 2 cable companies to develop DVRs for them.

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#55 OFFLINE   Wolffpack

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Posted 08 December 2006 - 06:07 PM

I have read interviews where Malone says that he is VERY interested in TIVO, so I could see him using the 550 million for buying out TIVO and making it a exclusive D* product...sounds like a very smart business move to me at least..

Wouldn't have to be exclusive to DTV, just some features are exclusive.
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#56 OFFLINE   morgantown

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Posted 08 December 2006 - 06:17 PM

Basically invert the DTV and TiVo relationship... Okay cable Co's, you get what you were promised (TiVo2Go, etc), but future enhancements stay within the Liberty/DTV/TiVo umbrella unless you want to pay an extra premium.

Honestly though, Liberty historically does not seem to me to have the best relationship with DVR's, period (TiVo or not). Given, times have changed and Liberty is not so foolish to covet their advertising dollars only via traditional commercials more than their subs -- and they are more ways of making an advertising buck with DVR's than simple commercials.

TiVo is ripe for a buyout. DTV has been their single largest source of subs. Win-win-win...
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#57 OFFLINE   untouchable

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Posted 09 December 2006 - 02:06 AM

Wouldn't have to be exclusive to DTV, just some features are exclusive.




that's what I am talking about, not the product itself...but even if D* bought the company out, they could still technically continue on as two separate companies, much like Wal*Mart and Sam's Club...but regardless, D* would still make a killing off of it...To me it still seems like a great business move.

#58 OFFLINE   harsh

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Posted 09 December 2006 - 12:50 PM

To me it still seems like a great business move.

As business moves go, it would be a tragedy. It may represent an "interesting" competitive move, but you can't lose sight of the short term goal of DirecTV: jacking the stock value up. Taking over a company that has a balance sheet like that of TiVo would be counter to the goal of News Corporation in their effort to unburden themselves of DirecTV.

#59 OFFLINE   morgantown

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Posted 09 December 2006 - 06:22 PM

As business moves go, it would be a tragedy. It may represent an "interesting" competitive move, but you can't lose sight of the short term goal of DirecTV: jacking the stock value up. Taking over a company that has a balance sheet like that of TiVo would be counter to the goal of News Corporation in their effort to unburden themselves of DirecTV.


Great business move...post take-over. If it lowers the stock price (temporarily) it just makes picking up more of the company (DTV) at a discount.

TiVo is cheap in the grand scheme, and the brand name has allure if the company had sufficient capital to become cost-competitive. DTV has been the single greatest incidence of TiVo's effective market penetration since the cost to the consumer was at or, more likely, below the sweet-spot.

Nonetheless, it is still wishful thinking all the same.
DTV & NFLST since 97 at least, not looked back yet...

#60 OFFLINE   Earl Bonovich

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Posted 09 December 2006 - 06:25 PM

The two biggest things TiVo has...

1) Name Recognition
2) Their Patents

Their subscriber base (minus the DirecTV users), is very very low.

The Name "TiVo" is almost worth as much as their Patents.

TiVo would not be where it is today, without the DirecTV partnership.

I mean... They where charging $12.99 a month, for each box originally...
Then when the DirecTV came around... $4.99 for as many boxes as you could have on the account... PLUS the hardware was sub $100...
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All comments are my own. Unless specifically stated, my views do NOT represent the views of DIRECTV




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