TiVo — Merger or Acquisition (January 2014)
11 slides from TiVo's merger presentation, Jan 29, 2014
Slide 1: TiVo Investor Presentation: Powering the Next Generation of Television
TiVo Investor Presentation January 29, 2014 “Powering the Next Generation of Television”
Slide 2: Risks, Uncertainties, and Non-GAAP Measures – Forward Looking Statements Disclaimer
TiVo Inc. Confidential | 2 Risks, Uncertainties, and Non-GAAP Measures – Forward Looking Statements Disclaimer Caution Regarding Forward Looking Statements. This presentation contains forward looking statements, within the meaning of the Private Securities Litigation Reform Act of 1995. These statem
Slide 3: Today's Announcement
TiVo Inc. Confidential | 3 Today’s Announcement TiVo is acquiring Digitalsmiths for $135M in cash - SaaS based video search and discovery platform - Company is based in Research Triangle Park, North Carolina and Denver, CO - Transaction expected to close in Q1 FY2015 Strong revenue growth - Digitals
Slide 4: Transaction Rationale
TiVo Inc. Confidential | 4 Transaction Rationale SaaS offering for Pay-TV operators, content owners, and CE manufacturers Enables advanced user experience integrating cloud-based search, recommendations, and discovery with full flexibility on the specific user interface. - “The TiVo Service for non-
Slide 5: Digitalsmiths Product Portfolio
TiVo Inc. Confidential | 5 Digitalsmiths Product Portfolio
Slide 6: Digitalsmiths Customer Momentum
TiVo Inc. Confidential | 6 Digitalsmiths Customer Momentum Current penetration Only 10% penetrated on a base of ~80M Service Provider subscribers Adoption of Digitalsmiths has gained significant momentum in recent years Large US MVPD contracts with significant upside - 64M potential users under exis
Slide 7: Sample Digitalsmiths Customer Clients: Dish
TiVo Inc. Confidential | 7 Sample Digitalsmiths Customer Clients Popularity Feed Integrated into Dish iPad Application DISH Networks
Slide 8: Sample Digitalsmiths Customer Clients: Time Warner Cable
TiVo Inc. Confidential | 8 Sample Digitalsmiths Customer Clients TWC Recommendations Time Warner
Slide 9: Strong Fit with TiVo's Cloud Strategy
TiVo Inc. Confidential | 9 Strong Fit with TiVo’s Cloud Strategy 2008 - 2013 Migrated key functions from STB to Service - Unified Search - Recommendations - Multi-Tenant Service - Tablets, Smartphones, & SmartTVs 2014 – 2016 Offer cloud services independent of client device or software 1999 – 2008 M
Slide 10: Summary
TiVo Inc. Confidential | 10 Summary Transaction accelerates TiVo’s relationships with large Tier One service providers Accelerates TiVo’s evolution to a device independent cloud- based software as a service offering which can power a variety of user interfaces Provides foundation for accelerated rev
Slide 11: TiVo + Digitalsmiths
e& + Cligitalsmiths