TiVo's future isn't the box, it's what goes in the box
NBC, for example, after leaving Apple, is now working with TiVo to deliver NBC programming on-demand to TiVo owners. It’s significant because the networks hated on the TiVo when it first appeared a few years ago, basically jumpstarting the DVR marketplace.
That, coupled with TiVo’s licensing of the interface and back-end, means that TiVo’s winning strategy won’t be hardware, it will be services, and you can bet Xbox and Apple TV are in its sights.
TiVo Shifts to Help Companies It Once Threatened [NYT]