Home>Topics>>TiVo Q3 Update: Patent Monetization Crosses 1 Billion; Core Business Far Exceeds Consensus
TiVo Q3 Update: Patent Monetization Crosses 1 Billion; Core Business Far Exceeds Consensus
Long Investing Ideas from Seeking Alpha
Tue, 4 Dec 2012
By Samuel Biller : Investment Conclusion: TiVo ( TIVO ) has a fair value of $17.00 with additional upside benefiting from: 1) Verizon ( VZ ) $250.4 million settlement; 2) New deals with Tier 2/3 US cable operators; 3) Continued progress on international deals; 4) New hardware and software ...
Morningstar's Mike Hodel thinks that AT&T's deal for T-Mobile is good for AT&T shareholders, but regulators may be hesitant to allow the telecom giant to get even bigger.