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Thursday, 09/11/2014 12:00:23 PM

Thursday, September 11, 2014 12:00:23 PM

Post# of 579
Broadcom announcement this morning points to imminent/large Euro deal...

This morning Broadcom/TIVO announced a new partnership where Broadcom will be supplying TIVO with HD chipsets to power a new HD/4K-enabled solution.

Why is this relevant?

Yesterday Broadcom said they would install the same chip into Kabel Deutschland's boxes in Germany. Kabel is owned by Vodafone. Vodafone recently acquired Ono in Spain. Ono is a TIVO customer.

Given the latter announcements as they tie into the latter web of relationships, it seems to imply TIVO is on the cusp of signing up Kabel.

THIS IS MATERIAL. Kabel has ~8 million subs and would nearly double TIVO's existing MSO footprint of ~10-11 million subs.