DirecTV To Stop Marketing TiVo
In case you haven’t heard, DirecTV has said that they will no longer market TiVo DVRs. Instead, they plan on pushing their own DVR.
If you follow TiVo news like I do, you probably already know that this really isn’t news. After all, DirecTV hinted at this back in November or even September of 2004. That being said, I’m a little surprised by how the stock market has reacted. It’s almost as if Wall Street has a memory span of a one year old. Why has Wall Street reacted so dramatically to this news when the actual news occurred almost a year ago?
Am I the only person who thinks TiVo can survive without DirecTV? Yes, DirecTV provides a lot of subscribers however; lets not forget the fact that TiVo recently established an agreement with Comcast and the National Cable Television Cooperative.
Is this another case of Wall Street overreacting or am I just being too optimistic?
October 26th, 2005 at 8:02 pm |
[...] digitalmerging.la has posted an interesting discussion about what he plans on doing since the TiVo/DIRECTV relationship is on the rcoks. If you read the article, make sure you check out MegaZone’s comment at the bottom. [...]
April 12th, 2006 at 8:05 pm |
[...] It looks like the relationship between DirecTV and TiVo isn’t as shaky as I once reported. Just today DirecTV announced that they would extend their service and support agreement with TiVo for another three years! The agreement also has several provisions which are supposed to prevent TiVo from bringing DirecTV to court over a patent dispute if TiVo wins against EchoStar. TiVo stock went up 8.12% on the news while DirecTV’s stock pretty much remained unchanged. In my opinion, this is a win-win for all parties involved. TiVo wins because the agreement removes the threat of TiVo losing 3 million customers. DirecTV wins because they no longer have to worry about potential patent lawsuits. DirecTV users win because they can continue to use their TiVo and take advantage of future software/hardware updates. This news is yet another reason why TiVo’s future looks promising! [...]