July 31, 2005

TiVo Is Vulnerable To Impending DirecTV Transition

Forbes - The research firm said DirecTV could begin to transition its TiVo base to new technology, starting with shipments of the first non-TiVo digital video recorders in August or September. "We believe such a DirecTV D-Day would rattle investor confidence, since DirecTV drives more than 70% of current TiVo subscriber growth," J.P. Morgan said.