TiVo Loses 314,000 Subscribers, Worst Quarterly Subscriber Fall Yet, Now Below 3 Million

Categories: TiVo News

Written By

November 24th, 2009

Tivo Subscribers 1009

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.

 
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