Is Comcast deal bad for TiVo?

Okay before you start laughing, read this thoughtful piece over on Democracy in Media. Alex explains that there was a big power struggle inside TiVo with outgoing CEO Mike Ramsay in one camp pushing for more independent, Internet centric strategy that depended on monthly fees and constant innovation. The other camp wanted to drive growth through carriers and cable providers. Well, seems like the second camp has won! And its not such a good strategy. DirecTV pays a mere $1 per subscription to TiVo for the licensing the technology and if company got the same deal from Comcast, well the total revenues won’t really add-up to much. In other words, Alex argues that TiVo strategy is too muddled. You can read the full analysis.


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