At the same time, there are a growing number of people who are dumping their cable service -- the cord cutters. They would love to have better technology to manage and record their broadband programming. TiVo is in a great position to deliver that with their TiVo Premiere service. It might take a little repricing and positioning, but it could easily become the hardware of choice for cord cutters.
But Rogers apparently thinks that market is too small and isn't really chasing it. It's a real mistake. By the time that market is large, all of those people will have implemented other solutions. He can criticize Apple and Google all he wants, but they will both probably be doing a lot of business that could have belonged to TiVo.
As I mentioned a few posts back, TiVo seems too focused on exploiting technology rather than building a business. There seems to be no real forward thinking strategy there at all. The company seems content to just pick up the scraps instead of fighting for a place at the table.
TiVo was a visionary company a few years back, and now I think they've squandered it and the entire industry is passing them by. I honestly hate to be so critical of any company or executive, but I just don't see any passion or vision there. Maybe I'm just not getting it....