TiVo Subscribers Increase For The First Time Since 2007

Categories: TiVo News

Written By

November 22nd, 2011


TiVo Gains 117,000 Subscribers

In the quarter ending October 31, 2011, TiVo's total subscribers increased 117,000 to 2.045 million, which is about the subscriber total it had in mid-2004. It was the first time that TiVo subscribers increased on a quarter to quarter basis since early 2007, largely on the strength of non-US subscriber gains from cable and satellite company provided boxes (Virgin Media UK prominent among them)

TiVo's international  and it's business licensing its intellectual property (or suing for damages over it) may give it another chance in the marketplace, but TiVo has no business left selling its own DVR hardware in the US and is completely irrelevant in the US DVR sales marketplace. For the most recent quarter, it only sold about 300 of its own TiVo DVRs in the US each day.

TiVo subscribers July, 2001- October, 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
Oct-11 1.135 0.910 2.045 117

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'MSOs' refer to subscriptions sold to consumers by multiple system operators and broadcasters such as DIRECTV, Cablevision Mexico, Seven/Hybrid TV (Australia), Television New Zealand (TVNZ) (New Zealand), Virgin Media (United Kingdom), RCN, and Suddenlink and for which TiVo expects to incur little or no acquisition costs.

 
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