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Friday, December 08, 2006

TiVo Ready to Get Hitched

There is speculation that TiVo could be headed to the altar with Google or Apple, but Google is the better partner.

Jon Fortt of Business 2.0 this week channeled my post from October about the synergies between Google and TiVo (GooVo??). TiVo will never be a great financial success as a subscription service or software maker because there are too many clones. However, as an advertising platform and delivery mechanism for searching and storing web and TV content, well hello kitty!

If TiVo were in 50 million homes, Google could sell targeted advertising against combined online and offline content based on demographic information. If Google can afford to give away WiFi for free in the hopes of selling display and AdSense, then they can provide TiVo boxes at low cost. If the TiVo service were close to free, 99 percent of people would use it in exchange for giving up some personal information.

Together they could make it easy to "tag" video content and subscribe to feeds so that they are automatically copied to your TiVo, something I call "DVRSS."

Apple is rumoredto be licensing TiVo's software for its iTV video/music box. Apple could get inside a greater number of homes by linking iTunes with TiVo. But Apple doesn't have the expertise in advertising, so penetration of TiVo would be a fraction of what could happen with Google.

TiVo should choose one suitor while it has some momentum with its latest products. As part of Google, TiVo could help to reshape advertising and television.

By John Gartner at 01:11 PM | Comments (1)

(1) Thoughts on TiVo Ready to Get Hitched

If I had a dollar for every time someone suggested TiVo was about to get in bed with a deep-pocket suitor, I could probably be that suitor. But, most unfortnately, TiVo doesn't want to be bought or otherwise molested ... they want all those birds they see in the bushes for themselves ... no matter that most of them are flying off as each new competing gizmo arrives. Full disclosure ... I'm an EX-TiVo stockholder.

Comments by David H Boyle : Friday, December 08, 2006 at 08:27 PM

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