2. TiVo Today
Founded in 1997, on NASDAQ since 1999
600+ employees
~2.5 million subscribers worldwide
US distribution relationships Comcast, Cox, Charter, DIRECTV, RCN, Suddenlink,
Best Buy
Top-tier international distribution relationships including:
- United Kingdom: Virgin Media
- Scandinavia: Canal Digital
- Spain: ONO
- Australia & New Zealand: HTS
- Mexico: Cablevision
Product partnerships with Amazon, Netflix, Rhapsody, Pandora, YouTube, Yahoo!,
Blackberry, Blockbuster, and more
Set Top Box partnerships with Technicolor (Thomson), Cisco, Samsung
Proven Intellectual Property Portfolio
TiVo Inc. Confidential | 2
3. What makes TiVo, TiVo?
• Television DNA
• The only pure TV
user interface
company
• The only technology provider that is also an operator
• The only branded supplier in the Pay TV arena
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4. Operator Value Proposition
Subscriber Acquisition Tool
- Attract new subscribers
- A Brand with Personality
Differentiation
- Most user-friendly PVR and interactive
platform in the world today
Enhanced Business Fundamentals
- ARPU, Churn, Incremental Revenues
Operations Flexibility
- Future-proof service architecture with
“cloud” services
Pre-Integration
- Already integrated with leading STBs:
Technicolor, Cisco, Samsung
- Already integrated with leading CA
vendors: Nagra, NDS, Conax
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5. A Unique Strategic Partner for
Operators
A User Interface fit for the times
The most comprehensive feature set – bar none
Controlled embrace of Internet Video
Vast experience with numerous STB, CA, VOD,
middleware, and distribution technologies
Business model which aligns incentives with the operator
TiVo Inc. Confidential
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6. U.K.'s Virgin Media Taps TiVo For
Next-Gen Set-Tops
TiVo To Become Exclusive
Middleware, Interface Provider
for U.K. Cable Operator
"Virgin Media CEO Neil Berkett says the
TiVo functionality is the next-generation of
digital television experience. “We will be
first mover into next-generation TV and “On VOD; we expect that VMED’s VOD
I think we will also be best mover," he offering will be significantly enhanced this
told investors in late July. “It will be a year with the creation of a new TIVO-based
superior product to Sky’s codename consumer interface and guide in addition to
Darwin, it will be a better product than more programming.” – Collins Stewart
(1/28/10)
Canvas, and it will be first out."
“On the positive side, we should also point
– Von.com Aug 2, 2010 out that VMED will be launching its own next
generation set top box aimed in 2010. That
box designed with TiVo will aim to integrate
cable content with internet based content.” –
BofA/Merrill Lynch (1/27/10)
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7. Partner Executives and Market
Analysts See Value in TiVo
“… it [TiVo] seems like a real good
opportunity for them [RCN], they can
"Frankly, we don't have the resources or the
really be out in the forefront of making
time to try and build all this stuff ourselves,
Internet video on TV a real platform.“
and you would argue looking at the -- David Kestenbaum, Morgan Joseph & Co.
performances of some of our big peers,
money isn't the thing that solves it
because they clearly haven't figured a lot of “RCNI picks TIVO as primary DVR
this stuff out... All the things these guys platform, in what seems like savvy
have struggled to cobble together is there in preemptive move to reinforce its nearly
1 box with TiVo." – RCN CFO Mike Sicoli on CableFAX completed all-digital migration. We raise
our EV/EBITDA-based target price by $2
to $9.” - Tuna Amobi, S&P
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8. TiVo Value Proposition for
Subscribers
Easy to Use, Fun and Intuitive
One Box, One Remote, One Search for all Linear, VoD,
and OTT content
Automatically finds and recommends shows
you like
Photos, Music, TV Shows – schedule, transfer,
and enjoy on your TV, PC and Mobile
Interactive Games, Weather, News on your
TV screen
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9. Best-in-Class Consumer Feature Set
• Used in millions of homes today
• Features evolve over time as media/technology landscape changes
• Proven record of innovation: service driven approach makes TiVo a
“living/breathing” experience
Advanced PVR Broadband Apps Advertising &
Home Networking Broadband Content Online & Mobile
Audience Research
Series Linking TiVoToGo Online Music Netflix Remote Scheduling Gold Star
Wishlists Multiroom Viewing Online Photos Amazon onDemand TiVo Mobile Showcases
TiVo Search Music Podcasts Blockbuster Facebook StopIIwatch
Suggestions Photos Games YouTube SMS Scheduling PowerIIwatch
Trickplay TiVo Desktop Weather Home Movies iPad app TiVoClips
Expandable Storage eCommerce RFI
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10. Our Product Strategy
The gold-standard for television experience
• Universal search & browse: seamless
integration of linear, VOD, Internet Video
Customizable, Advanced UI
• Real integration of 3rd party apps & services
• Interconnected with the devices consumers
value (iPhone/iPad/Blackberry/PC)
Content Discovery
• Personalized
• Not simply an ad skipping machine – unique
promotional and measurement capabilities
Interactive applications
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Whole Home Media Online & Mobile Multi-source Content Universal Search Personalization
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11. Next Generation Consumer
Feature Highlights
TiVo Inc. Confidential | 12
iPad as a
Connected TV Support virtual STB
Evolve away from the
on-screen keyboard
Even more
personalization
Gateway
device support
Enhanced Social
Networking
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