TiVo Loses 223.000 Subscribers vs. 112,000 in Previous Quarter
In the quarter ending October 31, 2010, TiVo's total subscribers fell 223,000 to 2.05 million, its second worst quarter for subscriber losses in its history.
TiVo's business licensing its intellectual property (or suing for damages over it) has had its ups and downs. 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 DVR hardware and is completely irrelevant in the DVR sales marketplace. For the most recent quarter, it only sold about 670 of its own TiVo DVRs each day.
TiVo subscribers July, 2001- January, 2011
(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 |
| Jul-10 | 1.366 | 1.018 | 2.384 | -125 |
| Oct-10 | 1.321 | 0.951 | 2.272 | -112 |
| Jan-11 | 1.266 | 0.783 | 2.049 | -223 |
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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.
