Wide Open West has become the latest mid-sized MSO to turn to TiVo for advanced video services.
The once fast-growing pay-TV set-top market is changing fast. And for set-top manufacturers, it's not for the better, as the forces of operator consolidation and pay-TV market maturity, as well as the emergence of cloud-based video distribution systems, begin to take their toll.
TiVo's already hot MSO business is about to grow even faster, according to Jefferies. In a note to investors, the advisory firm said TiVo's subscriber base through its MSO partners could double over the next four or five years, from the 4.8 million reported at the end of first quarter, with Tier-2 cable operators looking to provide advanced video services to their customers.
TiVO CEO Tom Rogers encouraged multi-system operators (MSOs) to cede their video businesses to cord-cutting and profit on TV through broadband services.
TiVo has launched a new version of the web portal it maintains for its MSO partners, TiVo Online, that curates programming, sets DVR recordings and--notably--lets users stream live and recorded content to PCs around the home.
With a partnership between the two companies announced years ago finally bearing fruit, Cox Communications has confirmed that it will enable its VOD services to work in TiVo digital video recorders purchased by its customers at retail.
St. Louis-based mid-sized cable operator Suddenlink Communications has become the latest MSO to integrate Hulu into its program guide.
TiVo, which is now the leader in the market for cord-cutting DVRs, continues to play both sides of the disruptor fence, announcing the addition of 285,000 new subscribers in the first quarter of fiscal 2016, most of them coming from MSO relationships.
TiVo is putting the assets it acquired in February from defunct streaming service Aereo to good use, marketing its over-the-air DVR directly to former Aereo subscribers.
TiVo's momentum with cable operators continues, with the UK's biggest MSO, Liberty Global-owned Virgin Media, committing to using the tech company's set-tops through 2018.