TiVo Community Forums Archives - TiVo annual financial report filed in US

TiVoCommunity.com
(c)opyright 1995-2005 All rights reserved
indexcheckTC
This area is a static history of posts in the TiVo Community Forum Archive.
This archive history was made for the simple indexing of search sites like Google.

Pages:1

TiVo annual financial report filed in US
(Click here to view the original thread with full colors/images)

Posted by: john_west

US companies file annual financial reports with very long commentaries designed to explain what they are doing, and prevent anyone from ever suing them for not warning of investment risks. Bearing that in mind this article which I got to via Yahoo but which is a public filing and may be available through many routes is interesting.

It discusses numbers of subscribers, strategic partners, and analyses TiVo's expenditure between sales, admin, R&D etc.

This forum dosn't discuss share prices of course, but the link is merely to a statutorily published document

the correct link

Edited to contain the correct link. Oops.

Posted by: cjhcjh

I thought this was interesting:

quote:

Subscription revenues from lifetime subscriptions are recognized ratably over a four-year period, our best estimate of the useful life of the personal video recorder

Posted by: iankb

quote:
Originally posted by cjhcjh
I thought this was interesting:

I expect that is based upon the expected rate of upgrade to new/improved technology rather than the expected life of the machine.

This probably doesn't take into account the option of people adding larger disks, since the basic disk sizes would be significantly improved upon over four years. A large number of people would replace the machine simply to get additional recording space.

Ian.

Posted by: sanderton

Four years sounds about right for something like a TiVo. Some will last longer, but by then you'll be itching for a new toy!

It's good that they are not inflating their profits/moderating losses by taking all the lifetime subs as revenue in year one. Gives the figures more credibility.