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TiVo Ready to Fast Forward?

The Harvard Business School has a great write-up of a speech TiVo CEO Michael Ramsay gave there, titled "TiVo Ready to Fast Forward?"

The big question of where TiVo is headed and how they will remain profitable amid so many competitors is the main focus, with Ramsay talking of TiVo as a digital lifestyle hub that is already miles ahead of competitors. An interesting point is made by Ramsay when the subject of TV advertising comes up. He projects a different business model in the years ahead:

Most of the company's revenue today is derived from subscriber payments ($12.95 per month), followed by hardware sales and advertising. In ten years, Ramsay believes, the model will be one-third subscribers, one-third advertising and advertising research, and one-third "premium services" to customers.

They also have plans to move into international markets, which sounds great, if they can price it correctly and work with other TV systems. I know plenty of Canadians, Australians, and Japanese that are dying for an officially supported TiVo in their own country.

by Matt Haughey November 15, 2004 in TiVo

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