Can TiVo Save TeeVee?

TiVo as the savior of the television business, rather than the scourge? (Of advertising, that is, see Figure 2) You know, I almost buy it. Sourced from Alley Insider.

We have an updated DVR forecast for clients (25% US household penetration going to 38% in five years - in line with what we said last year) but the report isn't published yet.