TiVo's (Nasdaq: TIVO) set-top box software could be used to help the company's cable-operator partners offer new over-the-top services, CEO Tom Rogers told analysts Tuesday. Rogers was discussing the company's opportunities to work with cable operators on OTT services in contrast to Intel's (Nasdaq: INTC) seemingly failed approach of introducing a service on its own.
Rogers (Image source: TiVo)
"If an operator asked us to put together an IPTV-based linear and streaming package ... we already do that," Rogers said. "That's effectively what we've delivered for Com Hem [in Sweden] and we think very much we have the ability to be much more successful working with cable operators than working around them as Intel was trying to do," he said.
Rogers also described a future for the TV industry in which TiVo plays a role helping cable operators integrate OTT services such as Netflix (Nasdaq: NFLX) with traditional linear cable service. "We are the only cable set-top box for consumers that integrates their linear channels with over-the-top streaming content," he said.
For now, U.S. pay-TV operators have resisted letting services like Netflix into their set-top box while overseas are beginning to deploy such services. In the U.S TiVo is increasingly hearing from operators who want to integrate Netflix, Rogers said. "To the extent those restrictions get worked out, we'll be in a position to help our partners implement on that front."
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