TiVo spikes on rumors of deal with Apple on new Apple TV

Apple StoreEric Savitz notes for Barron’s that “TiVo shares have spiked on rumors [via Briefing.com and TheFlyOnTheWall.com] that the company’s technology could be included in the next generation Apple (AAPL) TV box.”

Full article here.

[Thanks to MacDailyNews Reader “Jersey_Trader” for the heads up.]

42 Comments

  1. You maybe seeing the first leaks here about the next market that Apple is going to dominate.

    So, what can Apple bring to the TiVo world. Apple can supply a Mac mini with HDTV output or a iOS 4 device that can record and push the HD video to their BILLION DOLLAR SERVER FARM that the built in the Carolinas. Could stream to the HDTV, your Mac or PC, the iPhone, iPad, iPod touch, or any media device that can hook up to the internet or your home network.

    Thinking different here. Apple could buy TiVo with it’s petty cash or take over the market share of the world’s DVRs. Apple takes over world markets and only buys companies when they have something Apple needs. TiVo is like AT&T when it said yes to the iPhone sight unseen. It may be time for the next “Just one more thing” that Steve Jobs said was coming again this year!

  2. Apple will only be able to revolutionize television when content providers allow them to do so, which may be never. It’s that simple. Even TiVos have restrictions… Many channels are now copy protected (depending on the cable market you live in), meaning you can’t view them on another TiVo or copy them to your computer.

  3. I use to have Tivo about 8 years ago.

    I have had several types of DVR services since then.

    The Tivo UI is still the best I have ever used. I really miss using Tivo.

    My cable’s DVR service is clunky compared to it.

  4. silverwarloc, Apple wants to make the hardware that runs on their OS X and iOS 4 products. TiVo does not make the boxes that they use. They are made by Cisco or Atlantis something. TiVo could offer an Apple device and Apple does not have to battle the content suppliers. TiVo already does that. As a device maker, TiVo, my cable supplier, or what ever the source is deals with the problems.

    Think internet digital VCR storing the data in a cloud or on local storage. Apple can bang out these devices without issue of how it is used the same way a VCR was done!

  5. TowerTone, yes TiVo could do an app any time they want to but again, Apple wants to make the hardware that runs on their OS X and iOS 4 products. There is no new product just a new application of what they already developed and invested in. Just mix around the already developed technologies Apple is using in the products and services.

    Apple will take over several markets a year doing this. Think, car entertainment, home and office security, medical devices and services, … Think Different!

  6. Here’s the new mystery app for iLife 10 or 11. It would be the last piece of the digital home entertainment puzzle. Record at home and store locally or record and store in the Apple cloud with your MobileMe subscription. An even better idea wold be that Apple records it for you directly to its server with no extra hardware needed at home. You see an ad for a TV show you’d like to watch while on the train? You just log into your MobileMe and let Apple do the work. I’m not sure how to handle the local affiliates but the national cable networks would be easy enough.

  7. Yes Sarasota, we would get several before years end. The iDVR device would not require a card, it could just pull it from the cable company. This device could be less that $150. Think iPod touch without the touch screen. People could get that new wireless track pad that Apple is about to come out with. Get more than 1 to use as game controls.

  8. Yes RokJohnson, it could be but TiVo could sell a lower energy no moving parts device made by Apple and capable of doing so much more.

    Try powering down your old school DVR PC box. Takes several minutes, my iPads and iPhone power up after being shut down in 1/4 the time. I bet 3 or 4 minutes is a touch down or home run if you are recording a game after a power failure.

    How about watching the recording or live channel while on the road?

  9. As per Yahoo Finance, TiVo’s market cap is roughly $1B.

    As such, it is potentially plausible that Apple could “buy their way in” to the streaming media contract by buying out TiVo with their existing contract.

    -hh

  10. -hh, why buy TiVo when they could be the customer buying the iDVR device. The same way Cisco and Atlantis Scientific sell boxes to all the media suppliers around the world (I assume). So, why buy TiVo when you can takeover the DVR market without the regional conflicts.

  11. Jeff Zacharias, Apple can still sell and stream or you can store on their cloud service. Open an account. How much cloud storage do you want to pay for per month?

  12. I went to my Apple retail store last week to have my iP4 checked by a Genius and got into a discussion with him about Apple TV.

    Began with me saying that I thought I was finally going to take the plunge and buy the hobby gadget because I wanted to watch some stuff on TV I couldn’t get on TV without my MBP, Mac Mini, or an Apple TV hooked up to it.

    Looking over his shoulder, he told me – don’t do it, they were expecting something soon that would make it possible to lose the ‘hobby’ label.

  13. Just B.S. to pump up TiVo stock one last time.

    TIVO/DVRs are designed around network programming grids (timetables). Under no circumstances is “setting recording times” part of Apple’s vision of what the best user experience is, no matter how habituated you are to recording shows off a grid.

    The TiVo and Mac mini-as-DVR crowds jump through those hoops but it’s not “Apple design” to make people slog through an arbitrary schedule to clumsily record content (with ads and ugly network slug overlays). Apple isn’t going to be just a pretty VCR.

    TiVos focus: Network: Time: Content (Record)
    Apple’s focus: Content

    This will NEVER happen. iCal it.

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