TiVo Loses 96,000 Subscribers In Most Recent Quarter

Categories: TiVo News

Written By

May 25th, 2010


TiVo Loses 96,000 Subscribers vs. 131,000 in Previous Quarter

In the quarter ending April 30, 2010, TiVo's total subscribers fell 96,000 to 2.51 million, its smallest quarterly subscriber loss in more than three years. Its current subscriber level is about where it was in late 2004.

TiVo's business licensing its intellectual property (or suing for damages over it) has had its ups and downs recently. I'm not a lawyer, and have no idea how that's going to turn out. What I do know is that TiVo has no business left selling hardware. For the most recent quarter, it only sold about 370 of its own TiVo DVRs a day.

TiVo subscribers July, 2001- April, 2010
(millions, except for Change which is 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
Jan-10 1.465 1.140 2.605 -131
Apr-10 1.414 1.095 2.509 -96

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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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