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Old 03-15-2005, 09:12 AM   #1 (Print)
millershane
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Comcast and TiVo Announce Strategic Partnership - A Done Deal

A done deal!
Announced by Comcast and TiVo.

http://biz.yahoo.com/prnews/050315/phtu019_2.html
Wow!

I think I'm going to cry!

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Old 03-15-2005, 09:16 AM   #2 (Print)
disco
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HOLY ****!! Although Comcast isn't in my area (too rural), and they ARE the anti-Christ, HOLY ****!! Good job, TiVo!

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Old 03-15-2005, 09:17 AM   #3 (Print)
DrStrange
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Well on the one hand, frick. "Comcasts primary DVR platform" probably means the motorola, which Comcast doesn't use in my area. I'll be stuck with the Explorer, or SD DirecTivos, or have to buy a bloody expensive HD DirecTivo that won't support HD locals when DirecTV carries them, or wait for NDS to come out with a box, or buy a (probably very expensive) cablecard Tivo. Yeah, it's all about me.

On the other hand, yay for Tivo. A Comcast deal will at least help ensure Tivos health and competitive position, which means a better chance there will be a Tivo of some form I can use.
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Old 03-15-2005, 09:18 AM   #4 (Print)
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Thumbs up

Absolutely freaking awesome !!!!!!!!!!

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Old 03-15-2005, 09:23 AM   #5 (Print)
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Having only Cablevision available here, I hope this is the first of many deals.

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Old 03-15-2005, 09:25 AM   #6 (Print)
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I can't wait to replace the current Motorola 6412 HD box from Comcast with a new HD box with TiVo! What a nice complement to the 2 series 1 boxes I have now.

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Old 03-15-2005, 09:26 AM   #7 (Print)
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We'll find out the financial terms later, I'm sure, but I would bet they are worse than what Tivo could have gotten last year.

I'm glad Tivo finally took the deal. Pity it took peering into the bring of oblivion to make them understand they could not surivive alone no matter how much Kool-aid they drank.

In a similar vein but a much smaller scale, I'd expect Disney and Pixar to kiss and make nice.

Congratulations Tivo. The SA is certainly a dead platform but at least you have something to sell. Software. It's what you're good at.

Anyone want to wonder if Tivo's push for more Cable Card progress suddenly becomes a thing of the past? Since nothing gets done until Mid/Late 2006, there may or may not be the forced CC development but something tells me there won't be.

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Old 03-15-2005, 09:27 AM   #8 (Print)
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I second that, rsnaider.

However, if the time table is correct for this to hit market (mid to late 2006), then I'd be just as happy with a CC TiVo as long as it doesn't cost a fortune. Or is that what they're waiting for? Will the Comcast TiVo just be a CC TiVo rented to you with a Comcast CC stuck in the back?
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Old 03-15-2005, 09:27 AM   #9 (Print)
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What really makes me happy is that unlike my current d* TiVo according to the press release the Comcast box will have HMO and such.

" This long-term, non-exclusive partnership will provide millions of Comcast customers with the opportunity to choose the TiVo service, including TiVo's award-winning user interface and features like Season Pass(TM) and WishList(TM), as an additional option. In addition, the service will showcase TiVo's home networking, multimedia, and broadband capabilities."

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Old 03-15-2005, 09:28 AM   #10 (Print)
markp99
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Wow, an interesting development!

I am a Comcast customer and a multi-TiVo owner. I wonder if this will bring the TiVo interface to the Comcast HD DVR. That would be sweet!

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Old 03-15-2005, 09:29 AM   #11 (Print)
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Once this rolls out, I may need to re-think my DTV/TiVo options.

This is great news, even if I stay with DTV. If Comcast starts offering things like TiVo and HMO, DTV will have to get off their asses and start providing them too, or risk hemorrhaging TiVo owners. This puts them on notice.

DTV gained a lot of customers (and usually keep them) because of TiVo. If they try to dump TiVo as some suspect they want to, or they stop offering the new features, I think they will find out how many of those customers are loyal to TiVo and not to DTV.
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Old 03-15-2005, 09:29 AM   #12 (Print)
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WOOOOOHOOOOO !!!!!

Alright

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Old 03-15-2005, 09:30 AM   #13 (Print)
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What does this mean for us? I have a 40-hour Tivo-brand unit, and I was thinking about getting a second unit for another TV in my apartment. Should I hold off? Will this affect me? I'm confused.
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Old 03-15-2005, 09:33 AM   #14 (Print)
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Quote:
Originally Posted by sfreling
What does this mean for us? I have a 40-hour Tivo-brand unit, and I was thinking about getting a second unit for another TV in my apartment. Should I hold off? Will this affect me? I'm confused.

If you can wait until mid-to-late 2006....

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Old 03-15-2005, 09:33 AM   #15 (Print)
dcomiskey
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Well, this is certainly huge news. Allows us TiVo fans to breathe easier for a while. Phew! How did they pull this flower out of their butt??
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Old 03-15-2005, 09:35 AM   #16 (Print)
dirtypacman
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Get one or wait at this point Tivo has secured themselves and its your call

What it means to you is less competition-- hopefully additional customers which means more revenue which means more cool stuff from tivo and hopefully better intergration with Cable Co's.... Cable Cards- Dual Tuners- HD recording ability only time till we have it all (i hope )

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Old 03-15-2005, 09:36 AM   #17 (Print)
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Yay!

I'm actually glad I moved into Comcast territory in November.

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Old 03-15-2005, 09:36 AM   #18 (Print)
mdscott
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Quote:
Originally Posted by sfreling
What does this mean for us? I have a 40-hour Tivo-brand unit, and I was thinking about getting a second unit for another TV in my apartment. Should I hold off? Will this affect me? I'm confused.

Availability -- Mid to Late 2006.

This is not something I would postpone getting an additional DVR over.

mds

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Old 03-15-2005, 09:36 AM   #19 (Print)
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This is an exciting development, but I'm curious as to why Comcast would want to partner with TiVo at this point, especially since they went to so much trouble to end run around them by going with Motorola/SA/Microsoft. I'm guessing the main reason is that Comcast wanted to associate itself with the TiVo brand name, but even that makes little sense.

So now Comcast will be offering DVRs from Motorola, SA, Microsoft, Moxi and TiVo? I'm speculating that this new box will be the aforementioned Cablecard HD TiVo since it won't be available till Mid-2006 and the cable companies need to start offering only cable card boxes around that time.

No mention of TiVoToGo or HME anywhere in there though. I'm wondering if they will be part of this deal. My gut feeling says no.


In any case depending on the terms and how many of Comcast's millions of subscribers actually get this box, this could be the turn-around that TiVo needs.

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Old 03-15-2005, 09:37 AM   #20 (Print)
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Great News!

I wonder if the fact that the Patent suit wasn't dismissed and is progressing might have had an impact on the negotiations. Imagine if Comcast was forced by the courts to pay royalties / licensing fees on all of its (non-TiVo) DVRs. It would be very interesting to see if the agreement provides licensing of any / all DVR patents held by TiVo for non-TiVo boxes.

Just a thought.

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Old 03-15-2005, 09:37 AM   #21 (Print)
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Quote:
Originally Posted by crowfan
I second that, rsnaider.

However, if the time table is correct for this to hit market (mid to late 2006), then I'd be just as happy with a CC TiVo as long as it doesn't cost a fortune. Or is that what they're waiting for? Will the Comcast TiVo just be a CC TiVo rented to you with a Comcast CC stuck in the back?


That's what I'm wondering. That would make sense. Just have Comcast rent out the CC TiVo instead of their current cable boxes. It probably would cost a bit more per month per subscriber. A 'free' dual-tuner, no IR blaster, HD box with TiVo? Heaven!

I have sucky Adelphia here but Comcast is one potential buyer. Man I hope Comcast buys my market instead of Time-Warner now!

This is huge, great news for TiVo!
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Old 03-15-2005, 09:40 AM   #22 (Print)
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I heard on CNBC that all future and current dvr platforms by Comcast will get the TiVo service.
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Old 03-15-2005, 09:43 AM   #23 (Print)
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Quote:
Originally Posted by ufo4sale
I heard on CNBC that all future and current motorola boxes by Comcast will get the TiVo service.
I'm assuming you mean only the Motorola DVR boxes and not that my DCT-2000 will magically grow a hard drive.

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Old 03-15-2005, 09:44 AM   #24 (Print)
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Quote:
Originally Posted by morac
No mention of TiVoToGo or HME anywhere in there though. I'm wondering if they will be part of this deal. My gut feeling says no.

While not called out by name in the article, I would expect HME to be included under the "networking, multimedia and broadband" umbrella mentioned below:

Quote:
This long-term, non-exclusive partnership will provide millions of Comcast customers with the opportunity to choose the TiVo service, including TiVo's award-winning user interface and features like Season Pass(TM) and WishList(TM), as an additional option. In addition, the service will showcase TiVo's home networking, multimedia, and broadband capabilities.

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Old 03-15-2005, 09:50 AM   #25 (Print)
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Quote:
Originally Posted by crowfan
I second that, rsnaider.

However, if the time table is correct for this to hit market (mid to late 2006), then I'd be just as happy with a CC TiVo as long as it doesn't cost a fortune. Or is that what they're waiting for? Will the Comcast TiVo just be a CC TiVo rented to you with a Comcast CC stuck in the back?


Since the Cable COs have to provide a Cable Card unit at some point, I would expect that TiVo will continue to develop one WITH Comcast.
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Old 03-15-2005, 09:54 AM   #26 (Print)
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I forgot to add "where do I sign up for the beta?"

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Old 03-15-2005, 09:55 AM   #27 (Print)
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Any word if the Comcast TiVo will support HD?

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Old 03-15-2005, 09:58 AM   #28 (Print)
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Quote:
Originally Posted by tfederov
Any word if the Comcast TiVo will support HD?



No official word but I would say 99% chance it will YEE HA!

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Old 03-15-2005, 09:58 AM   #29 (Print)
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[Speculate=Gross]
With partnership in offing, maybe Comcast un-unsupports serial control of the ubiquitous Motorola boxen now?
[/Speculate]

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Old 03-15-2005, 10:08 AM   #30 (Print)
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Quote:
Originally Posted by SMWinnie
[Speculate=Gross]
With partnership in offing, maybe Comcast un-unsupports serial control of the ubiquitous Motorola boxen now?
[/Speculate]


TivoBill, TiVoPony, this would be a logical first step. This is a win-win for Comcast and TiVo now even before an integrated box comes.

By officiallly supporting serial support for any SA TiVo box, I am sure that they would reduce some additional churn in their subscriber base.

I for one have Serial control working (at least right now, seems to drop about every 2-3 months), and it's made a huge difference with my comcast service and faster channel changes, etc.

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