TiVo’s Earnings Call – A Solid Quarter, and DirecTiVo in December

TiVo Logo I listened in to TiVo’s earnings call this afternoon, and read through the release and 8-K, and the three points that interest me the most are:

  • DirecTV will finally release the new THR22 DirecTiVo in “early December”.
  • Charter will be launching retail “very soon”.
  • Comcast OnDemand support is in field trials now.

I think the DirecTiVo news is the most anticipated, so in TiVo’s own words:

Additionally, DirecTV has informed us that they intend to initiate the launch of the TiVo-DIRECTV product in select markets in December with a nationwide rollout to follow early next year.

Still, don’t set your expectations too high. We know the new DirecTiVo is based on the old HR22 DVR and it will lack a number of features found in the current DirecTV DVRs. DirecTV really doesn’t seem to want to release it, but they’re obligated to do so. They’re clearly focused on their in-house units with their five-tuner DVR, new HD UI, and whole-home support.

In other news, TiVo has had their first increase in total subscriptions in four years – adding 117,000 subscribers compared to a 33,000 loss last quarter. This is mainly thanks to Virgin Media’s runaway success, but also growth from RCN & Suddenlink. With ONO, Grande Communications, and Charter coming online, and the new DirecTiVo finally shipping, the MSO subscribers will become even more significant going forward. And TiVo indicated further MSO deals are pending, with TiVo having responded to several Request for Proposals.

Conversely, the retail side continues to slide. They added 30,000 new subscribers, but lost 60,000 old ones – for a 30k net loss. MSOs actually added 147,000 – the lower 117,000 net add is due to this loss. The good news is the new subscribers are worth more to TiVo as the higher monthly fees increase revenue per customer. If & when Comcast launches VOD support on TiVo and provides some marketing and free installations, as promised, it may help the retail numbers. But it seems clear the MSO side of the house is going to be the real growth engine.

Oh, there was one other interesting point. Rogers mentioned that most of TiVo’s development now serves both MSO & retail. They’re building a common code base for all platforms, MSO and retail, to better leverage their R&D spending. In the past the two sides operated pretty much independently. Remember the soft-TiVo product for Comcast & Cox was a completely new Java code base. While retail boxes remained on the conventional development path. Now MSO & retail units will be running common, if not identical, software and hardware will also be shared.

We’re already seeing that with the TiVo Premiere Q for MSOs and TiVo Premiere Elite for retail. It is basically the same box with a different hard drive capacity. And the 14.x software used by MSOs, such as RCN, and the retail units is from a common base. This means that any feature TiVo develops can be released to retail and offered to their MSO partners simultaneously – contractual issues permitting of course. (See Netflix being unavailable on MSO units.) It is also makes things more efficient, you don’t need two development teams both implementing the same thing on different platforms. Even the software for Virgin Media and ONO, which runs on third party hardware, appears to be from the common code base.

One thing I was hoping to hear, but didn’t, was news on the TiVo Preview coming to retail. I really want this and it is annoying that it is available to MSOs but not retail. It is the perfect companion to the TiVo Premiere Elite.

Overall though, I thought it was a pretty good quarter.

Posted in Cable, DVR, Press Release, TiVo | Tagged , , , , , , , , , , , | 1 Comment

SlingPlayer for Connected Devices Launches, Hits Boxee First

Sling Media Logo Sling Media seems to have woken up from their nap recently as they’ve started releasing new and updated products. Recently we’ve have SlingPlayer for Android Tablets, SlingPlayer for Facebook, and Chrome support added to watch.slingbox.com.

Things really seemed to slow down with Sling a couple of years ago. There hasn’t been a new Slingbox since the PRO-HD launched in late 2008. There was a flurry of mobile client development in 2008 and early 2009, but after the iPhone & iPad SlingPlayer released in May 2009 things really slowed down. All of the service provider products introduced at CES 2012 seem to have fallen flat. SlingPlayer Mobile for Android finally launched in June 2010 and versions for Windows Phone and an iPad optimized version shipped in November of that year. The Windows Phone version snuck out pretty much unnoticed, though that probably has something to do with the market share of Windows Phone being negligible, to put it kindly. There’s been some activity with Sling in India, and EchoStar launched a SlingLoaded Freesat DVR in the UK, but neither seems to have attracted much attention.

But now we have a flurry of new activity, and I hope it is a sign of what’s to come and not just another blip on the radar. The latest is SlingPlayer for Connected Devices, which is something of a redemption for the disastrous SlingCatcher. It can turn your Slingbox PRO-HD or SOLO (sorry, other models need not apply) into a ‘whole home’ solution by allowing you to access content from the living room on a TV in the bedroom. Or maybe the kids away at school can access the family DVR at home. It is what the SlingCatcher was supposed to provide, and much more since it is now part of a STB which offers other services.

Right now ‘Connected Devices’ means the D-Link Boxee Box and… that’s it. However, as Sling says:“More connected devices will be added soon. Watch this space for updates in the upcoming weeks.” We already know that Google TV is a planned platform for SlingPlayer, hopefully soon. Coming on top of the Google TV 2.0 update (still pending for the Revue, admittedly), it might be another reason to pick up a Logitech Revue Google TV box or bundle. The Boxee Box is $174.95 at Amazon while the Revue is only $99.99. Right now those are the only two ‘Connected Devices’ Sling has discussed for SlingPlayer.

Of course, the question a lot of people are asking is – Will this come to Roku? Roku is the 800 pound gorilla in the streaming STB market, and the new Roku 2 units are certainly more capable app platforms. They also clearly have the highest market penetration, and some of the lowest prices. I really have to think Sling would want to get SlingPlayer for Connected Devices on Roku, but we haven’t heard anything about it to date so don’t get your hopes up.

I wouldn’t bet on seeing it on AppleTV either, not unless/until Apple opens it up for 3rd party apps. Everyone expected them to do that after updating it to be based on iOS, but it still hasn’t happened. Maybe Sling can work with Apple to get the client on the box, like Netflix, but I’m not holding my breath. As for other streaming boxes – Popbox, Western Digital, etc. – no idea. None of the other devices really have much of a user base so it may not be worth the effort.

Sling’s released a video showing off SlingPlayer for Connected Devices on the Boxee Box:

I have to say I’m gratified to see this, and maybe even a bit vindicated. Back in 2008 when I worked at Sling Media the SlingCatcher was two years late and still unreleased. I argued that we should kill it and just not release it. While the design was leading edge when it was announced, the market had changed a great deal in the interim. The SlingCatcher’s inability to handle HD H.264 and limited WMV/VC-1 support, and general reliance on MPEG-2 for HD, was a major issue. Also, the PC software’s requirement that content be playing on the desktop to stream, while innovative when announced, had been surpassed by software like PlayOn and the ability to stream content directly from disk. I just felt that it was basically a two year old product at launch, and two year old consumer electronics products are no longer market leaders.

Instead I argued that Sling should take a different route. Roku was already hot and I suggested making deals with Roku and other companies to embed SlingPlayer in existing products. Put it on Roku, Media Center Extenders (which were more popular at the time), etc. Write a version in Blu-ray Java and distribute it on disc. That would turn any BD-Live Blu-ray deck into a SlingCatcher (I still think that’s a viable idea), and get it embedded into players when the vendor is willing. Netflix later used the exact same approach – using disc-based player software for platforms like the PS3 until they could get an official client embedded in the firmware. Speaking of the PS3, game consoles were another platform I argued Sling should pursue – and I still believe they should.

Of course, in the end I lost the argument, the SlingCatcher shipped and bombed, and I got fired for something else. It is three years later, but it is still good to see SlingPlayer finally hitting other platforms. I think place shifting companies like Sling Media and Monsoon Multimedia need to take a different approach. Stop charging, or at least charging so much, for client software, and get the clients on as many platforms as possible. Ideally, publish the APIs so 3rd parties can build in client support to their platforms, developers can create unique clients for niche platforms, etc. My idea is to get the clients out there, as much as possible.

You want ubiquity. Because once the clients are everywhere, people have a reason to buy your hardware to feed those clients. And that’s where you make your money. If the consumer already has devices with SlingPlayer functionality, it gives them more reason to buy a Slingbox. Create a demand – the player – that only you can supply – with the box – and then sell the supply side.

Maybe this is the start.

Posted in Google TV, Place Shifting, Sling Media | Tagged , , , , , , , , | 5 Comments

The Future for Motorola and Google, Ready for Android on Your Cable Box?

Motorola Mobility Logo Last week Light Reading sat down with Sanjay Jha and Dan Moloney of Motorola Mobility to talk a bit about the Google purchase of Motorola Mobility and what it might mean for the future of Motorola’s set-top boxes and Android devices, and they released two videos.

They were very cagey in their responses, largely due to the legal issues of the pending merger and the limitations on what the two companies can do together until the merger is complete. But it certainly sounds like they’re looking at Android, probably in a form similar to Google TV, as Motorola’s new STB platform. This is exactly what I talked about in August when the merger was first announced. The buyout, or merger if you prefer, is about more than phones and patents. It seems like most of the press surrounding the merger continues to focus on just phones and patents, but Google is playing a much bigger game. Motorola only has 4% of the global smartphone market, but they’re the dominant player in the US cable STB market. Google also has SageTV, which was asked about int he videos but they declined to talk about it, and we still don’t know how it will be used. But it seems logical that it will play a role in the future of the Google TV platform and/or a related STB OS.

There are a lot questions and the answers could have a major impact on the industry. Android runs primarily on ARM core chips. Google TV launched on Intel chips, but it is moving to ARM. Cable STBs tend to use embedded chips using MIPS cores. Could Motorola STBs shift to ARM for Android? That would be a huge change for traditional STB chip vendors, and a huge opportunity for ARM vendors. A chip like a Tegra 2 or Tegra 3 would make for quite a powerful STB. Consider that today’s high end smartphones have far more processing power, graphics power, and protocol support than pretty much any cable STB on the market. And MVPDs are increasingly looking to OTT features to enhance their services and attract and retain customers.

But I’m extrapolating a bit, certainly reading into some of the things that were said, or not said, in the videos. There are a lot of interesting points in the videos. The first is primarily about the cable business and the second discusses tablets and if MSOs might start offering tablets as a part of their service, just like leasing an STB.

Here are the videos, see what you think:

Posted in Cable, Google | Tagged , , , , , , | 3 Comments

BestBuy.com Countdown to Thanksgiving Sale & Black Friday Preview

Best Buy Logo BestBuy.com has been running a Countdown to Thanksgiving Sale, it started Sunday and runs through Thursday. Each day they have special deals of the day. Today you can get a Nikon Coolpix S1100PJ 14.1-Megapixel Digital Camera in black, violet, or green for $129.99 – normally $299.99. The camera has 5x optical/4x digital zoom, a 3.0″ TFT-LCD display, 720p HD movie mode, and a built-in projector for when you just have to share you photos with everyone in the room. You can also get a 15.6″ Gateway Laptop with IntelĀ® CeleronĀ® Processor for $249.99.

There are new specials each day, so be sure to check back in.

In addition to the current sale, they’ve also published a preview of what they’ll be offering on Black Friday – in stores and online.

In stores only you’ll be able to grab a Sharp LC-42SV49U 42″ Class LCD 1080p HDTV for $199.99, a Toshiba BDX2150 Smart Blu-ray Player for $39.99, a 15.6″ Samsung Laptop with an Intel Pentium CPU, 4GB RAM, and a 320GB HDD for $299.99, and the one I think is the most tempting, the ASUS Eee Pad Transformer Android tablet for only $249.99.

Also available in stores, the HTC ThunderBolt 4G LTE on Verizon for free with a 2-year activation and the Harry Potter and the Deathly Hallows, Part 2 Blu-ray just $9.99. These will also be made available online – the Thunderbolt on Thursday and the Blu-ray on Friday.

They’ve listed specials that will be available online starting Thursday, 11/24, without revealing the prices. There will be deals on the Dynex 32″ Class LED 720p HDTV, a 15.6″ Gateway Laptop with Intel Core i3 CPU, 4GB RAM, and a 320GB HDD, the Dell Streak 7″ Android Tablet, a Dell desktop PC with Intel Core i3 CPU, 4GB RAM, 1TB HDD, and an 18.5″ widescreen LCD monitor, the FujiFilm FinePix AX350 16MP Camera, a Mr. Coffee 12-Cup Programmable Coffeemaker, the Tritton AX120 Headset, and the Nintendo Wii Console with New Super Mario Bros. Wii Game and Music CD. Check back Thursday for the pricing.

There are yet more deals, way too many to list here, so check out their webpage for the full listing. More HDTVs, laptops, PCs, phones, tablets, cameras, hard drives, flash drives, washers & dryers, PlayStation 3, games, etc.

Posted in Android, Blu-ray/HD DVD, Gaming, General Tech, HDTV, Mobile Devices, PC | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Home.Woot! – Dyson DC23 Turbinehead Canister Vacuum Just $199.99

Dyson DC23 Turbinehead Canister Vacuumm Today’s Home.Woot! deal is a refurbished Dyson DC23 Turbinehead Canister Vacuum for only $199.99 + $5 S&H. What can I say? It is a vacuum – just a very good one. We have a Dyson and we love it. It is a well designed product that does its job well, and what more can you ask for, really? This seems like a decent deal as the MSRP is $549.99 and Amazon sells them new for $318.00, so this is a significant discount.

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