Gizmodo asks a pretty good question today: How is TiVo Doing After Launching Series 3?.
What follows are some fairly dire predictions based on TiVo's stock price and analyst musings. Personally, I think TiVo is doing about the same as it always was, but I'm definitely seeing them become a software provider for cable company DVRs, in addition to their own products. I suppose they could always use their patents to bash competitors and stay afloat, though I hope they don't go too far down that path.
It'd be interesting if Google or Yahoo or Apple bought TiVo and they didn't have to sweat their profitability any longer. If they got scooped up, I bet we'd see a lot of new ideas again as they'd be free of the business constraints.