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DIRECTV HD TiVo (THR22-100) Anticipation (Official Q311 Thread)

Discussion in 'DIRECTV General Discussion' started by Stuart Sweet, Jun 26, 2011.

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  1. Jul 9, 2011 #121 of 1071
    Doug Brott

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    I'm sure I said subject to change or some sort .. I was never 100% sure. I'm not the guy making the decisions or sitting in the meetings.
     
  2. Jul 9, 2011 #122 of 1071
    Tom Robertson

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    You ain't? You aren't the one at TiVo assigning the development person for this project? (Cuz as slow as it's going, it sure can't be a development team...)

    Cheers,
    Tom
     
  3. Jul 9, 2011 #123 of 1071
    jacmyoung

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    If they did so before but stopped doing so now, that could indicate a change in development fee payment arrangement.
     
  4. Jul 9, 2011 #124 of 1071
    Tom Robertson

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    Where is this headed? It might indicate a change or it might not. It might indicate the change is there are more development partners' dollars than just DIRECTV. It might not.

    It might mean there are no more payments due to TiVo at this stage until the next milestone is reached. It might not.

    It might mean there are no payments scheduled while the sky is blue, but it might not. :)

    So what point is being attempted?

    Cheers,
    Tom
     
  5. Jul 9, 2011 #125 of 1071
    jacmyoung

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    I don't know, maybe people want to know what is happening about this project, not just when it will be available? If there is indication that the development fee payment arrangement has changed, that is some information isn't it?

    What is the point of having the same thread going up every quarter for the last three years discussing something that is not available and all one can say is, nothing has changed?
     
  6. Jul 9, 2011 #126 of 1071
    Sixto

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    From March 2010 Annual Filing:
    During the twelve months ended January 31, 2010, the Company recognized $9.0 million in technology revenues and $9.0 million in cost of technology revenues related to the development of the TiVo service for DIRECTV's broadband-enabled HD DVR.
    From March 2011 Annual Filing:
    During the twelve months ended January 31, 2011 and 2010, the Company recognized $6.5 million and $8.9 million in technology revenues and $6.5 million and $8.9 million in cost of technology revenues, respectively related to the development of the TiVo service for DIRECTV’s broadband-enabled HD DVR. ​

    From June 2011 Quarterly Filing:
    Also, the amounts paid by DIRECTV and attributable to development efforts are lower in fiscal year 2011 compared to the same prior year period.

    This product is currently in the acceptance testing phase with DIRECTV. ​

    All info from TiVo Investor Relations documents.
     
  7. Jul 9, 2011 #127 of 1071
    Tom Robertson

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    So an agenda is being pushed? That TiVo is not developing the thing? Or that DIRECTV is not continuing the project?

    Sure, questions like that sometimes need to be asked. Yet when the questions start to fly in the face of facts or come from outta nowhere (or both!), readers tend to suspect an agenda, not an honest question.

    Add in the fact that people, who are known to talk to DIRECTV, are saying the project is continuing and that said information is VERY recent, then the agenda appears to be even much more.

    So what is the agenda? What is the goal? Why surmise things that don't exist?

    Cheers,
    Tom
     
  8. Jul 10, 2011 #128 of 1071
    jacmyoung

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    If I understand it correctly, $17.9 million in 2009, $13.0 million in 2010 and the number for 2011 is unknown but will be less than in 2010.
     
  9. Jul 10, 2011 #129 of 1071
    Sixto

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    Hmmm. No.

    $8.9M first full year. $6.5M second full year. Less, 3rd year so far.
     
  10. Jul 10, 2011 #130 of 1071
    Tom Robertson

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    And during the development cycle the costs will vary. If they are close to finalizing it they can reduce the team to the size necessary to troubleshoot and test.

    Cheers,
    Tom
     
  11. Jul 10, 2011 #131 of 1071
    inkahauts

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    Tivo just announced they are now making client only boxes to go with some of their servers.. SO they are actually jumping into that market. And I believe it was all via moca too, if I am not mistaken...
     
  12. Jul 10, 2011 #132 of 1071
    inkahauts

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    I never saw anything saying that the fee for current boxes had changed in the last agreement. It said that the new Tivo would have a different fee structure, and that the current tivos that are still out today where going to continue to have support and gain a couple new features, which they did.

    There is no reason for the fee for the current units to have ever change, much less go up...
     
  13. Jul 10, 2011 #133 of 1071
    inkahauts

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    Dish would be stupid to buy Tivo. Echostar, makes far more sense...

    It is also possible that if whoever buys tivo sees an opportunity to really make some money, they may love the new comcast deal, and may shoot to up the ante in the directv deal by signing a new agreement that would allow them to release the current one and build another new one based on the hr34 platform, which is similar to the direction they are going with their units and want to go with other providers. Such an agreement could also help directv show they are meeting all vid by having a system that can be operated by more than just one gui system, with the same clients....

    All of that depends on how deep the pockets are for tivo. Tivo is only dead today because they are being run by idiots. If they get bought by someone with a brain and lots of money to spend on development (knowing innovation is the only thing that can make tivo successful), they have a chance to make a huge comeback. The market is still far to ugly at this point to discount any players.

    I think its funny the only outcome people ever talk about is the demise of tivo, and while I hate their GUI and their current design philosophy, I see no reason that a new owner couldn't easily change all that.
     
  14. Jul 10, 2011 #134 of 1071
    Tom Robertson

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    Well, well, well. :)

    I should have qualified my remarks a bit more closely, and I'll accept my boo-boo. :)

    This is a step toward potentially making generic RVU clients--maybe they will someday.

    Cheers,
    Tom
     
  15. Jul 10, 2011 #135 of 1071
    Tom Robertson

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    I especially agree with your last statement(s). I do think there still is hope for TiVo. I don't know enough about their present situation to know how hard, but it could be done.

    Cheers,
    Tom
     
  16. Jul 10, 2011 #136 of 1071
    jacmyoung

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    While I am not as optimistic (relatively speaking since you are not that optimistic either) as you, about the future of TiVo, I don't blame the current TiVo situation on its management as much. Do you really think if they come up with some nice boxes things will be very different?

    Everyone knows how to make nice boxes, the difference is everyone else has content, TiVo does not. TiVo has to rely heavily on patent litigations.

    But I also believe the relation with DirecTV can survive or advance, just that they will likely need new agreement to put forth a viable product, this current box is not, regardless what they say whether it is moving along as planned or not. In today's competitive environment, under normal circumstances, a product like this one would have long been abandoned.
     
  17. Jul 10, 2011 #137 of 1071
    Jeremy W

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    They're making clients that work only with their boxes. I don't know the details, but I'm sure they're not using RVU or anything close to it. I already knew about Tivo's thin client device when I made that post, and it certainly wasn't what I was referring to.
     
  18. Jul 10, 2011 #138 of 1071
    jacmyoung

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    I think the point is, TiVo does make advanced DVRs, in fact more so than many others. The new Premiere can stream content, also record content off the Internet, a new 4-tuner DVR will be available. To say TiVo is technically inept is inaccurate.

    But TiVo does not have content rights itself, they must rely on other companies adopting their DVR platform. The only way to do so seems to be through litigation.
     
  19. Jul 10, 2011 #139 of 1071
    Jeremy W

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    I don't see how your examples support that. Tivo has implemented the features you mentioned because they have to. Their box has to do more than a standard DVR, or there's no point in using it. However, the performance of their new GUI and the utter futility of their Comcast and DirecTV development projects paints a very inept picture. Not just technical, but also managerial. Perhaps even more managerial than technical, but I don't think that Tivo's staff, as a whole, is valuable in any way.
     
  20. Jul 10, 2011 #140 of 1071
    Doug Brott

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    Virgin says "That's not true."
     
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