TiVo wants the FCC Media Bureau to reconsider its order granting Charter a 2-year waiver to the set-top integration ban, voicing concern that the order releases Charter from providing CableCARDs to subs who want to use retail devices. TiVo also argued that the Bureau made an unsupported finding that Charter’s conditional access approach is compliant with the integration ban "even though adequate information about Charter’s panned system was never presented to the Bureau for consideration or to the public for comment."
Unlike a similar request from CEA, TiVo did not oppose Charter’s actual waiver request. It chose not to object based on the fact it was a limited, 2-year waiver and that the MSO had pledged to continue to support CE makers who may not be willing or able to use Charter’s planned system. However, the vendor said in an FCC filing that the order goes beyond that. Charter had signed a TiVo deal before Tom Rutledge came on board as CEO. It has since stopped deploying TiVo boxes but said in Dec that it’s exploring offering TiVo’s software interface.
During TiVo’s 1Q earnings call Mon after the bell, CEO Tom Rogers said the company continues to work with Charter on its strategy for advanced TV. As for 1Q, Tivo added 277K users through pay TV partnerships in 1Q (mostly through Virgin Media), the most in 7 years. Its net loss narrowed to $10.3mln from $20.8mln a year ago, as sales rose 22% to $82.6mln.