TiVo Loses 33,000 Subscribers vs. 125,000 in Year Ago July Quarter
In the quarter ending July 31, 2011, TiVo's total subscribers fell 33,000 to 1.928 million, which is about the subscriber total it had in mid-2004. TiVo lost 125,000 subscribers in the quarter ending July 31, 2010.
TiVo's business licensing its intellectual property (or suing for damages over it) has recently given the company some good news. 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 280 of its own TiVo DVRs each day.
TiVo subscribers July, 2001- July, 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 |
| Jul-11 | 1.165 | 0.763 | 1.928 | -33 |
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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.
