Monday, June 09, 2014 2:58:17 PM
They sit at the convergence of every conceivable prior tech innovation over the past 30 years and the last bastion of industry that has heretofore been impervious to all that change - the cable / pay TV industry.
Anyone who argues against the company/stock is missing the forest for the trees - this is a software company, akin to MSFT on the PC and/or GOOG for the web.
We truly are at an inflection point for pat-TV industry inertia against the adoption of their products/services.
In my mind, you're going to see a major, global pay-TV operator win for them in the not too distant future. More likely than not I bet that comes from Liberty TV. If you scour the web you'll find that Liberty has quite a lot of problems rolling out their Horizon box/UI and only has ~550K adopters out of their ~20 million subs so far. In contrast, Virgin, which Liberty acquired last year, has 2 million+ out of its 4 million subs on Tivo so far and the process has gone incredibly well. Look for Liberty to throw the towel in on Horizon and announce the entire 24 million sub footprint will get Tivo, potentially a white-labeled version as we all know the major global payers feel the need to brand what is otherwise their commodity product (the pipes over which content is delivered).
Once you see an announcement like this; the flood-gates open for all the other major pay-TV operators that everyone has assumed were off limits to Tivo.
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