Tivo has become pretty much irrelevant these days due to DVR offered by cable companies. Most HD boxes don't work with Tivo units, and Tivo has been losing subscribers for the past couple years now. It's a nice channel for NEtflix to reach, but this is really isn't that big of a deal.
On a tangent- Tivo is going to turn into one of the greatest business case studies in history. There are very few companies whose name can be come synonymous with an activity (which will continue long after it's gone), yet never make a dime in profits and almost totally flame out in a period of less than 7 years.