Unfortunately I don't have a copy of the spreadsheet with the pretty chart of TiVo subscribers on a quarterly basis or I'd update it. I'm sure Bill will update it when he returns but you can just imagine the chart below because it will look almost exactly the same!
Chart now updated with the July 31, subscriber losses.
While I was a staunch TiVo supporter in the early days and think there might be a business in licensing the software to cable & satellite providers & selling data (and of course, suing for patent infringement), the business model of selling hardware directly has always seemed nutty to us.
Steve Jobs recently said that the reason why Apple TV remains just a "hobby" is because it's hard to sell a set-top box when the cable companies give them or way or rent them at a low monthly fee (my monthly fee for having a DVR from my cable provider is less than the monthly fee for TiVo's program guide and that's on top of the hardware costs for a TiVo).