TiVo Loses 314,000 Subscribers vs. 146,000 in Previous Quarter
Even by the standards of its continuing loss of subscribers, the last quarter was a particularly bad one for TiVo. In the quarter ending October 31, 2009, TiVo's total subscribers fell 314,000 to 2.76 million, its worst quater ever for subscriber loss, approximately the same level they had in late 2004. That's now less than 8% the estimated 38 million US DVR households.
TiVo may very well build a business licensing its intellectual property (or suing for damages over it), but its hardware selling business has been finished for quite some time. For the most recent quarter, it only sold about 500 of its own TiVo DVRs a day.
TiVo subscribers July 2001- October 2009(millions, except for Net Additions which are thousands)
| TiVo-Owned | MSOs | Cumulative | Change | |
| 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 |
| Apr-09 | 1.624 | 1.572 | 3.196 | -139 |
| Jul-09 | 1.582 | 1.468 | 3.050 | -146 |
| Oct-09 | 1.537 | 1.199 | 2.736 | -314 |
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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.
