TiVo Loses 125,000 Subscribers In January '09 Quarter

Categories: TiVo News

Written By

March 2nd, 2009

TiVo Loses 125k Subscribers vs. 163k in Previous Quarter

tivosubsjan09b

In the quarter ending January 31, 2009, TiVo's total subscribers fell 125,000 to 3.335 million, approximately the same level they had in April, 2005. As we've written before, TiVo could have a valuable intellectual property portfolio, but its hardware selling business is over. For the most recent quarter which included Christmas, it sold approximately 650 of its own TiVo DVRs a day.

TiVo subscribers July 2001- January 2009

(millions, except for Net Additions which are thousands)


  TiVo-Owned MSOs Total Net Additions
Jul-01 0.182 0.047 0.229  
Oct-01 0.206 0.074 0.280 51
Jan-02 0.246 0.134 0.380 100
Apr-02 0.270 0.152 0.422 42
Jul-02 0.291 0.173 0.464 42
Oct-02 0.321 0.189 0.510 46
Jan-03 0.396 0.228 0.624 114
Apr-03 0.433 0.270 0.703 79
Jul-03 0.467 0.433 0.900 197
Oct-03 0.526 0.476 1.002 102
Jan-04 0.656 0.676 1.332 330
Apr-04 0.724 0.872 1.596 264
Jul-04 0.787 1.097 1.884 288
Oct-04 0.890 1.413 2.303 419
Jan-05 1.141 1.860 3.001 698
Apr-05 1.213 2.107 3.320 319
Jul-05 1.253 2.321 3.574 254
Oct-05 1.308 2.700 4.008 434
Jan-06 1.491 2.873 4.364 356
Apr-06 1.542 2.875 4.417 53
Jul-06 1.572 2.846 4.418 1
Oct-06 1.625 2.809 4.434 16
Jan-07 1.726 2.718 4.444 10
Apr-07 1.727 2.615 4.342 -102
Jul-07 1.708 2.489 4.197 -145
Oct-07 1.712 2.355 4.067 -130
Jan-08 1.745 2.201 3.946 -121
Apr-08 1.728 2.073 3.801 -145
Jul-08 1.686 1.937 3.623 -178
Oct-08 1.658 1.802 3.460 -163
Jan-09 1.654 1.681 3.335 -125

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To see TiVo's share of the DVR installed base go here.

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"MSOs" refer to subscriptions sold to consumers by MSOs/Broadcasters such as DIRECTV, Cablevision Mexico, Seven (Australia), and Comcast for which TiVo expects to incur little or no acquisition costs.

 
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