Hope For TiVo; Garmin?�s Flawed Strategy | Sramana Mitra on Strategy

Hope For TiVo; Garmin?�s Flawed Strategy Sramana Mitra on Strategy

TiVo, on the other hand, saw its shares soar after it won another major legal victory against Dish Network last week. Apart from $300 million in damages, TiVo also stands to gain a strong negotiating position in its lawsuits with AT&T and Verizon. Till date, TiVo has won $400 million in sanctions, and licensing is turning out to be a lucrative opportunity to cash in on.
TiVo has licensing deals with Comcast, Cox, and DirecTV and has entered into partnerships with Blockbuster, Netflix, Amazon.com, Best Buy, Virgin Media, RCN, and Walt Disney. It recently signed an audience research deal with Google that will integrate viewing data from TiVo into its measurement of audiences for ads sold through the Google TV Ads platform.

It looks as though Garmin is wasting money and will get into more trouble later it continues to pour money down the drain with its smartphone strategy. TiVo, however, could have an exciting second life as an IP licensing company à la Tessera, Interdigital, Qualcomm, and Dolby, all companies that we cover