Interesting update from the CEBIT event on mobile TV. I agree totally on the interactivity part of the story. However, TiVo-like recording functionality on a mobile phone seems like a niche market to me. Why? Because most end users will in my view prefer to record on their TV PVR instead of their mobile PVR. I believe live TV over DVB-H or DMB might be more interesting on mobile phones instead of recorded TV considering the immediacy USP of mobile phones (see my previous posts on mobile TV and video), exceptions being situations in which the mobile user won't be able to view the TV content on their TV for a long time due to travelling issues and in which the nature of the TV content is compelling enough to see it quickly after the live event. That is, TV content with high social-emotional value.
"The DMB and DVB-H technologies are more compelling than streams over UMTS for the time being, since they offer users the ability to harness the broadcasts by recording them and playing them back on their own schedule. The key to mobile video won't be just broadcasting live TV on its own, it will be offering users personal media. While TV on a mobile remains a novel concept, there will come a point when users won't be satisfied with watching anything just because it's available -- they'll want more control over what they're presented with. That's some functionality they'll likely have no problem paying for."