Date: Thu, 23 May 2013 20:04:15 +0200
TiVo meeting with Google and Yahoo
Rumor has it that TiVo met with both Google and Yahoo about a partnership or acquisition. This is exactly what TiVo wants. The question is whether it will substantially help Yahoo or Google "get into the living room". From a cable provider's perspective, the problem with search engines is that they give a lot of power to consumers, which is not what Comcast wants. Comcast wants to be the exclusive distribution channel. TiVo is safer for Comcast because it doesn't open up the door to competing content, it merely makes the existing Comcast service more attractive. To the extent that Google and Yahoo see the power going to cable companies in the end, a TiVo partnership or acquisition might make sense.
On the other hand, if there is a great deal of competition between Bells (who are now readying TV offerings) and cable companies, Google or Yahoo will have more opportunities to get into the living room. The Bells will at some point be very aggressive in challenging cable, and offering an Internet-like portal of outside entertainment content may be a differentiator against cable's controlled environment. In that particular case, Google and Yahoo will not need TiVo.