+ Watch TIVO
on My Watchlist
The Company is a provider of technology and services for digital video recorders.
Cash on balance sheet- Short interest swamping stock.
Based on the information I have read on Motley Fool, Tivo seems to be in a market space to provide streaming viewing which is a rapidly growing industry. Traditional cable providers will soon be facing headwinds with the age demographic 12-29 (particularly college students) who receive their entertainment viewing on line with streaming technology.
TiVo’s new channel 6 tuner can power an entire house with “slave” Mini units. Comcast archaic reliance on Motorola DVR platform with a sad user interface is ripe to be toppled. Comcast subscriber with 2 or more DVR’s can turn their equipment in and move to a paid up Lifetime service from TiVo with a break even in about 20 months. After that you are printing money. At year 5 I’ll be $1,800 ahead, all they need is to get out there and market the hell out of the benefits of the product. Or hire me as their lead evangelist! I own the product and the stock, love them...
Tivo is a thing of the past
Short. Not the worst company, but not like it has a bright future either.
We love TIVO for the M&A prospects.
I do not like the stock will leave it at that
JIm cramer, over a billon in cash, market value of 1.38B
Steve Cohen ane peg of 0.18. Billionaire Steven Cohen's SAC Cdpital Advisors is one of the most prestigious hedge funds around. The fund has returned nearly 30 percent annually since its founding. SAC Capital disclosed a sizable 6.46 million share stake in TiVo (NASDAQ: TIVO). This represents an increase of about 4 million shares since June 30.
Negative PE. This was a great idea and great technology when it originally came out, but many of the cable, TV & satellite companies offer similar services. So they have to cut costs, which means the growth & innovation will slow down, yielding lower revenues and potentially more losses. It's a vicious cycle and will be difficult to escape unless they can come up with another great idea or technology. Or they get bought out.
Small investors; Stay away & Look elsewhere....Anyone who picks TIVO to outperform even the tech sector (much less the S&P 500) is not viewing this company from the right mindset. This out-dated brand needs new breakthrough technology in order to survive in their competitive industry (where the Cable & Satellite companies are looking for more cost effective DVR's). There are much more attractive technology options to invest in right now (ones that have new, innovative ideas). As far as tech stocks go, right now, I'd buy a single share of Google before buying 75 shares of TIVO.
People no longer "TIVO it".....They "DVR it"TIVO was once the pinnacle of DVR technology and the word "TIVO" was used as a verb (just "Tivo" it). However, those days are long gone. The word "TIVO" isn't relevant anymore. TIVO is now being replaced with the most popular word, "DVR" as well as other new fancy titles such as; "The Hopper"Here's several reasons to short TIVO and/or dump the dying company from your portfolio (in favor of newer and better technology brand);Instant Video:First of all, more and more people are using instant online video (Hulu, Netflix, Amazon Instant Video, VuDu) as well as cable/satellite on-demand services nowadays. Also, people are switching the satellite services over "TIVO-friendly" cable services. DirecTV launched a new TIVO receiver for loyal TIVO fans. However, nobody is going to want the new TIVO box for DirectTV, and here's why; The new DirecTV TIVO receiver doesn't work with the new DirecTV "Whole Home" technology (which is what allows viewers to pause and watch a recording from another room). The new DirectTV Media Center DVR is a much better option (over the the new TIVO); as it records more programs at once, has a bigger hard drive, and works with "Whole Home" service (along with other things). TIVO is also losing the customer loyalty. This means less people using the word "TIVO" and more people using the word "DVR". Old DirecTV ready TIVO boxes are now relics due to the limited abilities. Customers who once paid $600 for a DirecTV High-Definition Tivo box now have a $600 paper weight (because doesn't get DirecTV's new HD channels) Dish Network:DishNetwork has other programming costs to worry about (dropping Rainbow Media channels; such as AMC to cut costs) in order to keep their subscription plans competitive with DirecTV. Cable:Cable companies want to cut expenses to get more cost effective DVR's as well.Despite what people think, TVO doesn't even lead the DVR manufacturing industry. There are much better (and more cost effective) DVR manufacturers out there for Cable and Sat. services to use). Unless they fail to manufacture some new breakthrough technology, this company will die a lonesome death; and eventually a satellite/cable company will buy them just to say they are the exclusive TIVO carrier (making TIVO even more irrelevant).http://www.makeeasymoney365.com
Tivo is now a commodity and doesn't add anything to the market. They were first, now they are just a metoo.
As a lessor, I have used DVRs from two different cable companies and from two different satellite companies. They all failed to perform in one or more ways. I have been aware for ten+ years of TiVo's: 1. solid performance, 2. superior programming, 3. current ability to record/stream from multiple sources and 4. easy-to-use interface. I have remained untroubled and optimistic about the future and have held my shares in spite of the rabble, including both technical and market experts, many of whom I doubt have ever owned a TiVo. With the introduction of the new MONSTER (record 4 channels while watching a fifth) TiVo device, they continue to innovate and, in my humble professional opinion, will succeed in the current known market.
TiVo must gain many thousands of customers to make up for the lower revenue per customer under its licensing deals. The quarter's results show the problem in detail: TiVo lost 43,000 retail customers producing nearly $100 in revenue annually, while it gained 10,000 "non-owned" customers who each provide about $25. That's about $4 million going out the door, and $250,000 coming in.
testing louis navellier's 32 stocks to sell now.
There are so many other options now.
Recent legal victories will make others likely to settle and provide Tivo with licensing revenue. Also, tivo will now be able to focus on the product. Pending Direct TV tivo will boost subscriber numbers.
Low Sales and Return on Equity
Comcast just ended its agreement with TIVO.
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