TiVo First Quarter Fiscal Year 2005 Results - con call

You can listen to the quarterly conference call he
http://www.tivo.com/5.6.asp

You can dial in for a replay or listen via the web.

-MZ, RHCE #806199299900541, ex-CISSP #3762
--
URL:mailto:megazoneatmegazone.org Gweep, Discordian, Author, Engineer, me.
"A little nonsense now and then, is relished by the wisest men" 508-755-4098
URL:http://www.megazone.org/ URL:http://www.eyrie-productions.com/ Eris

(MegaZone) shaped the electrons to say:
You can listen to the quarterly conference call he
http://www.tivo.com/5.6.asp

You can dial in for a replay or listen via the web.

I've been listening to the con call and there are some interesting
tidbits:

60-70% of new subscriptions are monthly service.

80% of customers have broadband

60% of customers have home networks

Almost every TiVo Basic user who tried the 45-day TiVo Plus trial ends
up subscribing.

New low cost DirecTiVo is being developed jointly with Thomson.

"Close to three million subs by the end of this fiscal year."

"...an increasing focus on high definition television."

"While our efforts to secure distribution agreements with cable
service providers have been more complex and time consuming than
anticipated, we do continue to pursue these opportunities."

Phasing out up-front licensing and going to royalty based licensing.

They were asked about a digital ready cable box - "Obviously we've not
announced any plans. It is a very interesting place for us to look
and we have spent quite a bit of time in this area. I think in the
future we are certainly considering cable ready products although the
state of the art in that space is still somewhat in flux. But I think
we're getting pretty close to the point where its real, there's the
FCC mandate, and its embraced by principally television companies,
companies who make televisions today, but I think its a natural
extension to think of that capability being available in a TiVo-like
environment. We're not ready to make any announcements of anything
we're doing there, but you should know that it is an area that we're
looking at pretty closely."

TiVo is continuing to push HMO for DTV but nothing to announce yet.

They hinted at a few potential new products - media center style
products, digital cable boxes, multi-tuner units, etc.

-MZ, RHCE #806199299900541, ex-CISSP #3762
--
URL:mailto:megazoneatmegazone.org Gweep, Discordian, Author, Engineer, me.
"A little nonsense now and then, is relished by the wisest men" 508-755-4098
URL:http://www.megazone.org/ URL:http://www.eyrie-productions.com/ Eris