If you missed TiVo's quarterly con all today, you can get the reply via phone or web:
TiVo reported sales and membership numbers, but the real meat of the call were the details on new features and directions the company is heading. Here are the main points:
- TiVo To Go is coming by the end of the year. That's great to hear and backs up beta tester info I've gotten recently. It's almost ready for prime time and will definitely come out in the next four weeks. My secret hope is TiVo drops the news tomorrow, to help spur on more holiday sales of the units, especially this big shopping Friday following Thanksgiving.
- They're hot on the DVD burning TiVo. TiVo sold a bunch and feel it's different than anything else in the marketplace. While that sounds great for them, I'm not sure if it's a good long term solution for increased sales. I've always imagined my TiVo like a computer, which gets upgraded every two years, but I think of my DVD player as an object that only gets replaced when it breaks. When we're up to series 4 tivos that can levitate, the humax might not be looking so hot. Still, not many people have DVD burners, so maybe that's a great point at which to combine with TiVo and let them kill two birds with one stone.
- They talked about a standalone HD Tivo. They liked that DirecTV couldn't keep the HD DirecTiVos on the shelves this year, despite the high price, and are thinking of releasing a standalone unit. Of course, not many people will be hip to it if it only records OTA signals, so they'll have to get the cablecard stuff working for Comcast customers.
- Other stuff. They talked about delivering content via broadband, like the Netflix deal, since 80% of their userbase has broadband. I see mentions of the move towards advertising revenue, but not nearly as much as in the CEO's talk a couple weeks ago.
Overall, sounds like TiVo's working on a lot of cool stuff coming soon, with more on the horizon for them. [thanks Thomas and MegaZone]