TiVo CEO Tom Rogers appeared on CNBC to talk about the new Netflix offering and a few other points.

Picked up from TiVo Blog.

Hmm, I wonder if I upset someone over at TiVo? I didn’t get any advance notice on this one. Well, anyway, on to the news. Correction, their PR firm did email me - a little after 20:00, less than four hours before the embargo lifted at midnight eastern. That’s a little late to be letting folks know about a major announcement, especially as I know others got the word around 15:00. Unfortunately, that was after the last time I’d checked email before midnight. I might’ve caught it, but I’m down with a bad cold and not hovering online as much as I normally do. I only caught it after seeing the news elsewhere.

Netflix streaming is coming to TiVo - very soon. It is great news, but it isn’t too surprising. TiVo and Netflix first talked about partnering over four years ago, though that initial deal seemed to fizzle when Netflix had trouble getting content rights.

In the meantime the market has completely changed. Netflix has rolled out their streaming service and TiVo has added streaming support to their platform for YouTube. And, of course, movie downloads from Amazon and Jaman, with CinemaNow/Disney expected any day now. Content providers are much more open to digital distribution than they were four years ago, and the technology has improved as well. A lot of us have been expecting TiVo and Netflix to bring streaming to TiVo. Especially after Netflix made deals with LG and Samsung to stream to some their Blu-ray players.

This now gives TiVo content from four major services - Amazon, Jaman, CinemaNow (soon), and Netflix. The only major service left that I can think of is Blockbuster/Movielink. And, honestly, they’re not exactly the market leader. I suppose TiVo could work with VUDU to build a VUDU client into TiVo, but with all the other content I don’t know that it would be worth it for TiVo. More benefit for VUDU I’d think. The only thing left to make TiVo *the* platform for movies is HD content, and I’m sure that’s coming.

As Amazon VOD also offers streaming, I expect TiVo to bring that to their platform in addition to the downloads available today. And we’re all just waiting for HD content. There have been repeated hints and mentions of work toward bringing HD content downloads from Amazon to TiVo, and more recently Jaman and Cinema now. And just today Netflix announced they’ll be streaming in HD to Xbox 360. So maybe we’ll see Netflix in HD on TiVo as well.

What’s next for TiVo and broadband content? I think we’ll see them making deals with more content portal sites and networks, like Hulu.com and CBS.com. It is just logical, and TiVo already has the infrastructure to support such streaming sites. I think TiVo is making the right moves.

The Netflix streaming, like YouTube, will be coming to the TiVo Series3, TiVo HD, and TiVo HD XL. It isn’t clear if they’ll be using H.264, like YouTube, or if the streams will be using VC-1 - which Netflix uses for their PC and Mac streaming. The TiVo hardware is capable of supporting both codecs, but VC-1 hasn’t been used to date. Why no Series2 support? As with YouTube, the hardware doesn’t support the newer codecs.

Picked up from Zatz Not Funny.

The press release:
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Netflix has begun rolling out the second generation of their Watch Now streaming player, this time using Microsoft’s Silverlight technology. Silverlight is most easily thought of as Microsoft’s competitor to Adobe’s Flash technology. The big change with this second generation player is that, for the first time, it works on Mac OS, albeit Intel Macs only. To date Netflix’s Watch Now feature has been limited to only Windows PCs. The Play Ready DRM features built into Silverlight apparently satisfy their need to protect their content licenses.

“Silverlight with Play Ready offers a powerful and secure toolkit for delivery of dynamic streaming, which offers faster start-up, and higher quality video, adapted in real time to users’ connection speeds,” said Netflix Chief Product Officer Neil Hunt. “Members who enjoy watching movies and TV episodes from the growing library of choices that can be instantly streamed at Netflix will be thrilled with this next generation improvement of access and quality, on a broader range of platforms, including Intel Macs and Firefox.”

The initial roll-out “will initially touch a small percentage of new Netflix subscribers”, but it is anticipated that it will be available to all subscribers by the end of the year.

Via Engadget.

Joining LG Electronics, which supports Netflix streaming on the BD300, Samsung will support Netflix streaming on their BD-P2500 and BD-P2550 Blu-ray players. Samsung will also be working with Netflix to bring streaming to other Samsung products.

Their press release:
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Netflix has done a deal with Starz Entertainment, immediately adding 1,000 titles to Netflix’s streaming service, with 1,500 more to follow in the coming weeks. Following on Netflix’s deals with Disney and CBS to stream current and back episodes of TV content, this is a solid step towards increasing the relevance of their streaming service. The largest drawback to the service to date has been the dearth of first tier content.

From The Hollywood Reporter.

Web video from Hulu, CBS, ESPN, etc, is great, but it is generally stuck on your PC. Sure, you can hook up a PC to the TV, and some web video is available on set-top boxes, such as YouTube on TiVo, but it is still limited. There are are some devices which allow access to more of the sites, like the D-Link DSM-520, but then you need Yet Another STB in your A/V stack. What to do? Well, PlayOn from MediaMall Technologies can help.

PlayOn installs on your Windows XP or Windows Vista PC, and acts as a kind of transcoding proxy for web video. It retrieves the web video and streams it to DLNA (Digital Living Network Alliance) compatible devices such as the PlayStation3, Xbox 360, and HP MediaSmart TVs. While those are the officially supported devices, they state that they will work to expand the list, and since they’re using DLNA I’m thinking may work on other DLNA devices even if not officially supported. They currently tout support for Hulu, CBS, YouTube, and ESPN, and promise Netflix support “just down the road”. They’ve also promised playback on the Nintendo Wii “by the end of 2008″. PlayOn is currently in beta, and MediaMall plans to charge $30 for the final product when it is ready for release.

MediaMall also has a blog where you can keep track of their development efforts. In a post there they reiterate that Netflix will be added before GA (that’s general availability, aka the official release for the non-geeks), and also state that CNN will be in before GA. MediaMall also develops the ActiveTV platform that powers the above mentioned DSM-520, which supports a plethora of web video sites, so it seems logical that they’d be bringing that know-how over to PlayOn to add more sites over time. After all, PlayOn was only released to beta on Monday.

Picked up from EngadgetHD.

Back in January Netflix announced a partnership with LG Electronics to embed the Netflix streaming player in various LG products. At the time it was expected to be included in an LG dual-format player, HD DVD and BD, of course HD DVD has since died. Today LG announced the first product to bear fruit from this partnetship, the BD300 Blu-ray player.

The BD300 is a full-featured Blu-ray player with BonusView / Profile 1.1 and BD-Live / Profile 2.0 support, with 1080p DVD upscaling, and, of course, Netflix instant viewing support. Netflix, and BD-Live, support use a built-in wired Ethernet connection. As with the Roku Netflix Player, users will add titles to their queue via the netflix website, then they’ll have instant access to those titles from the LG deck. When a title is selected playback will begin in as little as 30 seconds. You’ll also be able to read synopsis and rate movies from the interface.

The full press release is below:
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The LA Times has a small blurb about TiVo being subpoenaed by the Missouri attorney general over their rebate practices:

Missouri’s attorney general subpoenaed TiVo Inc. in April for information related to the company’s rebate program.

The maker of set-top boxes that let users fast-forward through commercials is cooperating with the probe, the Alviso, Calif., company said in a regulatory filing. Atty. Gen. Jay Nixon is investigating whether the company was involved in unlawful merchandising practices with its rebates.

“We are not aware that we’re doing anything wrong,” said Matt Zinn, TiVo’s general counsel.

An unrelated blurb on the same page reports that Netflix has sold out of the $100 Roku boxes for streaming Netflix’s Watch Now videos, due to stronger than expected demand.

The rumors started way back in February, 2006, reappeared in June, 2007, and got another boost last October. And now it is a reality.

CNET is reporting on the Netflix Player by Roku. It is a very simple device that allows you to