TiVo Earnings Preview
TiVo reports their earnings this Wednesday and Forbes.com is running an AP earnings preview article. As I’d expect, the two main focuses are on the EchoStar appeal victory and the Comcast software roll-out, both of which happened during the last financial quarter. The analyst forecast is for a loss of 11 cents a share. TiVo has been beating analyst forecasts for the last several quarters, so we’ll see if they can repeat that. They’re also expecting a net loss of 67,000 subscribers, as DirecTV continues to shift users off the old DirecTiVo platform.
Personally, I’m curious to see if TiVo CEO Tom Rogers has anything to say about TiVo & DirecTV now that the Liberty Media acquisition of the latter is complete. He’s hinted at a possible reconciliation once the deal was closed during past financial calls. I’m also curious about the pending Australian roll-out, which is supposed to happen this month.



























March 4th, 2008 at 18:01
TiVo stock dropped 10% today (Day before earnings announcements). Also a Senior VP at TiVo sold a signifant amount of shares yesterday. This does not make me feel comfortable in what TiVo may have to say tomorrow. I hope I am wrong.
March 4th, 2008 at 18:15
Then it jumped in after-hours trading:
March 4th, 2008 at 18:58
That is a bit misleading. only 300 shares traded at $9.17. The other 1.5M traded at $8.29.