TiVo Loses 88,000 Net Subscribers In Latest Quarter, Back To Mid-2004 Subscriber Levels

Categories: TiVo News

Written By

May 24th, 2011


TiVo Loses 88.000 Subscribers vs. 96,000 in Year Ago April Quarter

In the quarter ending April 30, 2011, TiVo's total subscribers fell 88,000 to 1.96 million, which is about the subscriber total it had in mid-2004. TiVo lost 96,000 subscribers in the quarter ending April 30, 2010.

TiVo's business licensing its intellectual property (or suing for damages over it) has recently swung towards the positive end of the recent range. I'm not a lawyer, and have no idea if we've heard the Last Word on that or not. 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 300 of its own TiVo DVRs each day.

 

TiVo subscribers July, 2001- April, 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
Apr-11 1.208 0.753 1.961 -88

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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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