I've listened to the conference call and agree with R3 that this isn't that significant.
The type of ad insertion they are talking about is their THN product (The Hotel Networks) and is DIFFERENT. It allows you to go to a channel -- THN will promote programs on the main menu through navigation bars and banner ads.
Basically like a remote DVR for your TV (but only certain approved programming). From what I hear, it isn't that great and for networks like FOX, it only has 3 programming selections. Not only that, there seems to be issues accessing programming at times and it is slow/clunky. However, if the hotelier watches it, all the commercials are by THN (or LNET).
The TiVUS solution allows you more (seamless) impressions for whatever channel you are watching.
What I did find interesting is that LNET is hurting and hurting bad. I'm not too surprised because people are bailing left and right (which is why i'm here in the first place). Some of those investors didn't sound too happy either.
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