matt | November 30, 2009
So, Liz and I were really jonesing for a TiVo HD… and then all the interesting shows went off the air. Let’s run down the list:
- Battlestar Galactica: Done (and the ending sucked)
- Monk: Finishing up
- Sarah Connor Chronicles: Canceled
- Firefly: Canceled (years ago, and I’m still sore about it)
- Dollhouse: Canceled
So, what does that leave?
- Big Bang Theory
- Good Eats
- Iron Chef America
- No Reservations
And, let’s be honest: do eny of those shows really benefit from HD? I don’t really think so.
So, we ordered a Refurb Blu-Ray player which can stream Netflix.
My first thought on this was that TiVo’s revenue stream was going to be negatively impacted by this dearth of decent shows. I mean, once you have reasonable market saturation, your continued revenue is based on replacement (which is bad if too many things break) and upgrades. The upgrades go away if no one cares. Of course, this is wrong – they have a subscription model, which means they have a continued revenue stream unless people actually cancel their TiVo subscription – and the above shows are worth that…
Edit: Liz says that TiVo’s subscription rates are actually down to about 2004 levels. Between people streaming content and Cable DVR’s, they’re apparently eating into their subscriber base pretty heavily.
So, I guess I’m just full of it…