Google Inc (GOOG), Cisco Systems, Inc. (CSCO): Out of the Courtroom and Into the Living Room: TiVo Inc. (TIVO)’s Brand-New Business Model

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The big-ticket settlements will provide stability and fiscal freedom for the foreseeable future. That’s a given. Investors and current shareholders (this writer included) should look for more technology deals with cable operators and consumer electronics experts, because that’s where TiVo’s rubber now hits the road.

Keep an eye on the “hardware revenue” line of the income statement, because that’s a pretty good proxy for deals with cable operators nowadays. In the second quarter, this crucial metric more than doubled year over year. Numbers like that make me a happy TiVo investor.

The article Out of the Courtroom and Into the Living Room: TiVo’s Brand-New Business Model originally appeared on Fool.com and is written by Anders Bylund.

Fool contributor Anders Bylund owns shares of TiVo and Google, but he holds no other position in any company mentioned. Check out Anders’ bio and holdings or follow him on Twitter and Google+. The Motley Fool owns shares of Google. Motley Fool newsletter services recommend Google.

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