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Originally Posted by tvtimes
VM are in £6bn of debt though. Just because their operating costs are more doesn't mean they're a bigger company. Tivo are the biggest and most innovative pvr company in the world. Tivo are across the globe and like i said Virgin Media are a small UK cable company. Tivo's reach far out weighs Virgins.
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Higher operating costs, higher revenue, higher free cash flow, higher cash at bank, lower debt to turnover ratio (that's VM btw).
Everything about VM is in better shape than Tivo. You claimed Tivo have more money than VM, I've just told you they don't, not by a long shot. Tivo are in debt to a far higher percentage of turnover than VM are.
They might have a well known name, but they aren't some giant of a company. They have nearly half the subs they used to have, they have been in a steady decline for years as more and more people just use their providers STBs, hence why they've not started hooking up with providers to issue their boxes direct.
Don't get me wrong, they're good at what they do, but they aren't a multinational giant that put VM into the shade, and if you compare businesses it's VM that ends up looking like the giant "with a hell of a lot more money".