The following is based on snip-its I have read over the last year and some of my thoughts.
For those of you that actually have been following the Tivo story, you will know that DirecTV and Tivo had a falling out in the USA, and that DirecTV down there is soon to release their home grown Tivo-like box. Meaning a box with no "Tivo inside". Which means Tivo's revenue will be impacted somewhat as a LOT of their boxes were DirecTV/Tivo combo units.
Word has it that DirecTV will make these new boxes VERY attractive to their customers...
My thinking is that the Tivo push into Canada will help mitigate loosing the DirecTV revenue stream. Especially when Canadians seem to enjoy more tech'y stuff in general...
Another thought is what drove the split between the DirecTV and Tivo: I think Tivo revealed to DirecTV their plans to offer a download service to their clients, on their non DirecTV boxes, that is, offering a pay-per-view like download service over the internet.
Well, this flies in the face of what DirecTV wants to do. Yep, offer a download service in their STP that will actually download the movie of choice during the night (which is easy given the tons of bandwith they have and cheap hardware today), and stored on your hard disk, for you to watch at your leisure.
Not to mention in the not to distant future, movies will be offered to all distribution mediums and venues at the SAME TIME. Movie theaters (various 'plex's), rental stores (Blockbuster/Rogers/ Hollywood Video...), purchase (WalMart, BB, FS...), Cable, Satellite (DirecTV / Dish / BEV / SC / SKY...), and Internet (Tivo, Microsoft Media Center Edition...) all on the same release date!
Obviously some market convergence going on here as we speak. Very cool! What a great time to see this all happen...
Comments?
For those of you that actually have been following the Tivo story, you will know that DirecTV and Tivo had a falling out in the USA, and that DirecTV down there is soon to release their home grown Tivo-like box. Meaning a box with no "Tivo inside". Which means Tivo's revenue will be impacted somewhat as a LOT of their boxes were DirecTV/Tivo combo units.
Word has it that DirecTV will make these new boxes VERY attractive to their customers...
My thinking is that the Tivo push into Canada will help mitigate loosing the DirecTV revenue stream. Especially when Canadians seem to enjoy more tech'y stuff in general...
Another thought is what drove the split between the DirecTV and Tivo: I think Tivo revealed to DirecTV their plans to offer a download service to their clients, on their non DirecTV boxes, that is, offering a pay-per-view like download service over the internet.
Well, this flies in the face of what DirecTV wants to do. Yep, offer a download service in their STP that will actually download the movie of choice during the night (which is easy given the tons of bandwith they have and cheap hardware today), and stored on your hard disk, for you to watch at your leisure.
Not to mention in the not to distant future, movies will be offered to all distribution mediums and venues at the SAME TIME. Movie theaters (various 'plex's), rental stores (Blockbuster/Rogers/ Hollywood Video...), purchase (WalMart, BB, FS...), Cable, Satellite (DirecTV / Dish / BEV / SC / SKY...), and Internet (Tivo, Microsoft Media Center Edition...) all on the same release date!
Obviously some market convergence going on here as we speak. Very cool! What a great time to see this all happen...
Comments?