TiVo Stock Jumps After AppleTV Partnership Rumored

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Shares of DVR-manufacturer TiVo jumped about 5% yesterday after rumors swirled that the company’s next tech revision might get included on the next Apple TV.

It’s a pretty silly rumor. Apple has made it clear time and time again that they want to own the core technology of their devices. Unless Apple sees fit to buy TiVo, then, I don’t see it happening. In fact, why would Apple allow television recording on the AppleTV to begin with? If the AppleTV ever makes the leap from hobby device to serious initiative, it’ll be because Apple wants to give consumers a cheap, set-top box to conduct iTunes purchases.

I just don’t see it. The most compelling rumor right now is that the next AppleTV will run iOS and stream through the cloud. I don’t think TiVo is going to become an Apple partner with the next AppleTV: I think they’ll become even more of a competitor than they are now.

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