26 November 2013 7:04 PM, PST | Deadline TV | See recent Deadline TV news »

When many studios license shows to Netflix they stipulate that the content can’t be distributed in the U.S. through a pay TV operator’s set top box — but that should change, TiVo CEO Tom Rogers told analysts today. Netflix “has clearly risen to the level of a must-have” for consumers who want streamed video. And once Netflix can negotiate changes in its contracts “increasingly we’re hearing operators wanting to include Netflix in their distribution” after years of considering it a threat. It would benefit TiVo if he’s right: Its DVRs can integrate broadband video with conventional cable channels. In September, UK cable operator Virgin Media said that it would include a Netflix app on the TiVo boxes it offers to some of its subscribers – blurring the distinction between the online service and premium channels like HBO. Rogers naturally wants more U.S. cable operators to let TiVo handle their advanced services. »

- DAVID LIEBERMAN, Financial Editor

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