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Old 08-03-2004, 06:31 AM   #1 (Print)
pgogborn
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'Sky' (NDS) going head-to-head with TiVo in USA.

Sky (NDS) is going to offer an alternative to the TiVo DVR on Rupert's newly acquired DirecTV satellite platform in the USA >
http://zdnet.com.com/2100-1103_2-5293873.html

In terms of subscriber numbers, but perhaps not subscriber revenue, DirecTV TiVos are a very significant section of the TiVo market (not got the figures to hand but I think it is about 1m DirecTV Tivo subscribers out of a total of 1.5m subscribers).

Rupert is contractually bound to continue offering the DirecTV Tivo until 2007.
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Old 08-03-2004, 07:27 AM   #2 (Print)
iankb
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That was so obviously going to happen, it wasn't even worth a press release.

The worse thing is, it will sell to those people who don't realise what they could have had.

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Old 08-03-2004, 07:59 AM   #3 (Print)
sanderton
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Bizarrely, this is good news IMHO.

Bear with me a minute!

This puts Sky+ in direct competition with decent PVRs like TiVo Series 2 and Dish. NDS will have to up their game significantly to do that. If they do so, there's every chance that Sky+ 2 will incorporate many of the features which the US PVRs do.

As it's clear that there will never be a new UK TiVo, Sky+ "getting good" is our best long term hope. In the UK there is no competitive pressure for that to happen, but being involved in the US market will make a huge differnce to that.

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Old 08-03-2004, 08:02 AM   #4 (Print)
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From the press release:

"TiVo, which has a contract to supply digital video recorders (DVRs) to DirecTV through 2007, has previously said that given a choice, DirecTV subscribers would pick TiVo's DVR service, which has unique features, programming and home-networking options. "

So what home-networking options do DirecTivo have? NONE!!!

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Old 08-03-2004, 10:52 AM   #5 (Print)
pgogborn
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Re: 'Sky' (NDS) going head-to-head with TiVo in USA.

Quote:
Originally posted by pgogborn
not got the figures to hand but I think it is about 1m DirecTV Tivo subscribers out of a total of 1.5m subscribers).

Rupert is contractually bound to continue offering the DirecTV Tivo until 2007.

Precise figures from the most recent published quater results (April 30, 2004).

Total subscribers, 1,596,000 of which 872,000 are DirecTV subscribers. However, although TiVo Inc. count each separate DirecTV box as a subscription, DirecTV pays TiVo Inc. on a per household basis. DirecTV paid for 754,000 households, meaning that there are 118,000 DirecTV TiVos which Tivo Inc counts as subscribers but for which it receives no payment.

The total subscribers also includes 18,000 standalone TiVos with lifetime subscriptions that have exceeded four years and in accounting terms no longer produce income for TiVo Inc.

The contract expires in February 2007, at which date DirecTV could continue to service existing DirecTV TiVos wthout payment to TiVo Inc.
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Old 08-03-2004, 11:08 AM   #6 (Print)
aerialplug
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It doesn't mean that the NDS box is going to be the same as Sky+.

Sky+ is based on an NDS product called XTV. This is the hardware, but the software is what gives the box its look and feel and can be tailored for each market.

Sky decided to make the Sky+ box as similar to the original Sky product as possible, but the underlying hardware is capable of much more that Sky have used to date.

So, the product that launches in the States will almost certainly have more functionality than Sky+ and will probably have a more snazzy user interface.

[edit: I've seen XTV in use in trade shows running software, I believe writeen for an European broadcaster, and this looked much nicer.]

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Old 08-03-2004, 12:04 PM   #7 (Print)
sanderton
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Yes, but if NDS is providing the fuctionality for one Murdoch company, I think it makes it more likely that other Murdoch companies will at least look at similar functionality.

I agree that XTV is what you make it - but few if any seem to be using it to its potential right now.

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Old 08-03-2004, 03:58 PM   #8 (Print)
davisa
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Quote:
Originally posted by sanderton
Bizarrely, this is good news IMHO.

Bear with me a minute!

This puts Sky+ in direct competition with decent PVRs like TiVo Series 2 and Dish. NDS will have to up their game significantly to do that. If they do so, there's every chance that Sky+ 2 will incorporate many of the features which the US PVRs do.

As it's clear that there will never be a new UK TiVo, Sky+ "getting good" is our best long term hope. In the UK there is no competitive pressure for that to happen, but being involved in the US market will make a huge differnce to that.


I disagree! Although Sky+ is starting to offer a viable alternative to TiVo (and I do say starting - still a long way to go) it is a closed system locked to satellite only and so ONLY competes on the satellite market.

There still appears to be no new Terrestrial / Freeview / Cable PVR which offers (or will offer) features anywhere near that of TiVo. Why is it so difficult? TiVo has been around for ages now - why are all the new products so primitive and so significantly lacking in features?

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