Tivus, Inc. (TIVU)

[newpontiac]

Same can be said for Shivus?


LodgeNet is a provider of in-room entertainment and data services to hotels. Its operating results are subject to trends in consumer and corporate travel; the discretionary nature of traveler purchases; the unpredictable success of movies, which generate the majority of room revenue; and consumers' changing habits in accessing entertainment. We believe that increases in broadband access (complimentary or fee-based) in hotel rooms, along with growing usage of portable devices, will continue to reduce demand for LodgeNet's core on-demand movie services. Higher-margin guest entertainment revenue (about half of revenue) remains under secular pressure as a result of the increased penetration of broadband and high-speed cellular networks, combined with a shift by consumers to viewing more content online.