Fast Company on the Trials and Tribulations of TiVo
In the August issue of Fast Company, Scott Kirsner wrote an article called Can TiVo Go Prime Time? It's another in the endless series of articles asking if TiVo can ever really become a profitable free-standing business by making money solely on royalties from manufacturer's of TiVo-enabled personal video recorders and from TiVo service fees.
There's a lot of good information in this article, including the fact that there are currently about 425,000 TiVo subscribers, and the CEO sees the business generating "significant free cash flow" when it hits 1 million subscribers.