TiVo may have invented time-shifting, but the past few years haven't been kind to this company unsure how to cut a profit. Then, someone inside TiVo HQ must have realized, oh right, INNOVATION! That's the ticket!
Zatz, ever watchful TiVo fan, noticed the Third Quarter earnings for TiVo make reference to a new box that can do video on demand. It's a thin thread, but we'll take it as the first piece of soil that we can use to plant those rumor seeds: