TiVo’s Future: Mixed Media

Tivo as a platform strategy is beginning to take shape, and the company is making moves that will pay-off in the long run.

Take today’s announcement. According to TVPredictions.com, they are adding more content providers to the mix. The experiment with C/Net’s technology videos must be working well for them to sign-on more content partners. Those who could be beaming their videos to TiVo users with broadband enabled boxes (about 10% of the total 4.4 million subscribers) include the NBA, and iVillage. Others whose content will show-up on include broadband content providers such as Heavy.com.

Now if they could add more such video content to the mix – say by buying someone like Akimbo – TiVo can start to show a new kind of value proposition. Of course the real value is in bringing web-based video selections from say You Tube or Google video to the living room would further enhance the value of the DVR maker. “There’s this exploding video availability on the Web,” TiVo CEO Tom Rogers told USA Today. “But for most people it’s not real until it’s on your TV.” Amen to that!