After listening to the entire conf. call, I am going to hold onto my 5,600 shares and options.
The results far exceeded my expectations.
TIVO, as the leader in "Advanced TV Solutions" has many new and growing revenue sources. And Rogers must have said "increase stock value" 5 times or more. He mentioned a possible stock" buyback b/c the stock "is not valued ~appropriately($". They booked only half of the DISH revenue this qtr.
Then they'll book $44 mil starting next quarter x 7 yrs. = $11 million/qtr. for 7 yrs. Plus, the CFO(?) confirmed the $650 million in cash. Litigation costs will be down 20%, she said. And they have a valuable $500,000 NOL (Net Operating Loss) to limit their taxes.
Rogers: They are in the "top 2 companies" in their business. TIVO will have the ONLY WAY for consumers to have linear and VOD content from one box, provided initially through the COMCAST deal. The Comcast customers will have access to "millions" of shows, from ONE BOX, from Comcast VOD, Netflix, Blockbuster, YouTube and others.
Other nuggets: Virgin: 65,000 subs pre-orders, a record.
Tivo will sell service on their "converged platform", sending content to TVs, PC's, remote devices, and smart phones. They will sell "high-margin" service to 10 million subscribers. He cited potential of 30-40 subs, the "tip of the iceberg", with a further potential of 400,000 subs worldwide.
RE: the patents. Rogers is confident they will do well in court in early June against ATT and VZ.