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2.
What insights do you directly derive from the data
summarized in the text and presented in the exhibits that might
help to guide the growth of TiVo?
TiVo was launched in the year 1999. It launched with an evolutionary
feature of personal video recording which many TV user appreciated.
It is mentioned in the exhibit 1 the subscription pattern of TV subscriber.
Here, we can notice that the new subscribers are also growing at a rate
(CAGR) of 46.78% which is more than the growth in the total subscribers
which is 36%. From this we can infer that the potential customers are
adopting TiVo at a rapid pace and it is an indication of growth prospects in
near future.
1. Unbundling of Content
Internet penetration is increasing in India. With the advent of goodquality broadband and increasing per-capita income, TV content will
get unbundled. There will be a shift from channel loyalty and TV loyalty
to program loyalty and device disloyalty
2. Technology will enable Omni platform consumption