I want to know the adoption rate of Tivo back to launch by quarter. 
When was the launch?

Dear wjaz,

Thanks for your question.  First, let me request that if any of the
following is unclear or if you require any further research ? please
don?t hesitate to ask me for a clarification.

You requested to know the adoption rate of TIVO back to launch by
quarterand the time of Tivo's launch.

TIVO was incorporated in 1997; the Hambrecht report includes a
complete timeline (see below).

The service was launched in the third quarter of 1999, but financial
statements show subscription revenues were first recorded in the
second quarter (to the tune of $8,000?!).  The first annual report
says the company began to market the service on March 31 1999.

http://www.edgar-online.com/bin/edgardoc/finSys_main.asp?dcn=0001012870-99-004232&nad=

http://www.edgar-online.com/bin/edgardoc/finSys_main.asp?dcn=0001012870-00-002865&nad=

http://www.edgar-online.com/bin/edgardoc/glimpseFrame.asp?doc=A-1088825-0000929624-01-000580&glm=1&nav=1

Tivo?s subscriber base has been doubling every year since 2000.

Today, Tivo is the market share leader, with an estimated 30% of the
DVR (Digital Video Recorder) market (source: H&Q).

Following are subscriber stats from launch through Q3 2003 (Q3 2004 #s
not yet released; will be glad to update here when they are made
available)

<< Note: On January 30, 2001, fiscal year end change from December 31
of each year to January 31 of each year >>

Q2e	1999	80	
Q3e	1999	3,000	
Q4	1999	18,000	
Q1	2000	38,000	
Q2	2000	49,000	 (June)
Q2	2000	53,000	 (July)
Q3	2000	84,000	
Q4	2000	154,000	
Q1	2001	189,000	
Q2	2001	222,000	
Q3	2001	280,000	
Q4	2001	380,000	
Q1	2002	422,000	
Q2	2002	464,000	
Q3	2002	510,000	
Q4	2002	624,000	
Q1	2003	703,000	
Q2	2003	793,000	
Q3	2003	1,002,000	

Q2 and Q3 1999 are estimates based on reported subscription revenues.

I hope this response adequately addresses your request.  Please let me
know if you are in need of additional information concerning this
query.

Thanks,
ragingacademic-ga


References:

Hambrecht TIVO Research Report
http://courses.bus.msu.edu/materials/1324/tivo20030731.pdf

TIVO 10-Q 12/15/03
(includes subscriber stats from Q4 01 through Q3 03)
http://biz.yahoo.com/e/031215/tivo10-q.html

Edgar

http://www.edgar-online.com/bin/edgardoc/finSys_main.asp?dcn=0001012870-99-004232&nad=

http://www.edgar-online.com/bin/edgardoc/finSys_main.asp?dcn=0001012870-00-002865&nad=

http://www.edgar-online.com/bin/edgardoc/glimpseFrame.asp?doc=A-1088825-0000929624-01-000580&glm=1&nav=1

---

Request for Answer Clarification by wjaz-ga on 27 Jan 2004 12:06 PST

Is the doubling of q2 2000 because of the change in year end?
I will give you a $50 tip if you get the same information for ipod by
quarter.  Or should I just repost a question?  Let me know.

---

Clarification of Answer by ragingacademic-ga on 27 Jan 2004 12:29 PST

wjaz - thanks for your quick response.

Not sure I understand your question re:Q2 2000 - every number reflects
cumulative subscriptions.  Q1 2000 ended 3/31 - with 38,000
subscriptions.  By 6/30 the company had 49,000 subscriptions and then
by 7/31 53,000.  So, when you compare the 53,000 to the 38,000 from
Q1, this reflects four months of growth.  Is this what you were
referring to?

Would love to get on your iPod question right away; I can't guarantee
that I will be able to locate the data, of course, but I will do my
best!!

Best if you post a new question, with subject something like  "iPod
adoption - for ragingacademic" - I'll pick it up and get going.

thanks,
ragingacademic