After calling Apple “a hugely formidable company” on Wednesday, TiVo CEO Tom Rogers said that whatever Apple has in store as it rejuvenates its foray into TV, it only serves to validate TiVo’s strategy — which has been to put VOD, broadband, cable and broadcast options on a single interface.

“That’s the guts of the TiVo proposition today,” Rogers said at the Goldman Sachs Communacopia conference in New York.

STORY: TiVo Grows Revenue, Subscriptions In Latest Quarter

When journalists began reporting that Apple was in talks with several potential television partners, shares of TiVo went higher, Rogers said.

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