You’ve probably seen reports of TiVo’s call yesterday – they lost money again, and expect to lose more. Not too surprising at this point.
A few days before, they reported that they will begin appending commercials to the end of recorded shows, charging the advertisers. So at least they’re focused on getting more revenue in.
They did say that they have increased monthly receipts per customer, and they are increasing the numbers of standalone users (their most profitable), so there are some bright points. But how long can they sustain the losses?