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Gemstar-TV Guide International Q1 2007 Earnings Call Transcript

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2007-05-03 17:11:58.0

Tags: Gemstar-TV Guide International Inc.

Question-and-Answer Session

Operator

(Operator Instructions) Your first question comes from the line of Alan Gould with Bleichroeder. Please proceed.

Alan Gould - Natexis Bleichroeder

Thank you. Rob, I was wondering if you can give us the number of domestic cable and satellite technology licensees, licenses and the international number that doesn’t seem to be in the press release this quarter.

Robert Carl

Alan that’s a good question. This quarter we decided that because of the way the business is changing with the new segmentation that those numbers are becoming less and less prominent, because of the way that the deals are structured and that the number of licenses that we have in place, that are along the lines of all you can eat and also aren’t really household dependant.

Alan Gould - Natexis Bleichroeder

Okay. And with one question for you. When I listened into the Comcast walking at their presentation the other day, it seems to be a lot of competition for the sweet spot that you are going for, you are the online IPG guide, navigation getting to VOD. What are you seeing on a competitive front in terms of all these new projects?

Robert Carl

Sure. Thanks Al. Well clearly it’s a competitive space, I mean, I think obviously it’s an area that people realize is interesting and fertile. I think for us, a couple of things, one, we believe we have a very unique set of assets that make us, you know we believe the best and most well suited Q2 great offerings around this space.

So, we believe that is going to serve us very well going forward. Secondly, you know we are also very open and have shown that we are very open to partnering and offering solutions to a number of different providers and players, so if other folks are also working on offers in this area, we think there is some unique things, we offer the company that can help them in their efforts. So you know for us, I think the more interest in this area; there is most excitement for us as a company.

Alan Gould - Natexis Bleichroeder

Okay. Thank you.

Operator

Your next question comes from the line of April Horace with Janco. Please proceed.

April Horace - Janco Partners

Hi, good afternoon everybody. A couple of quick questions on Aptiv and Verizon. Buying Aptiv, does that get your foot in the door with Time-Warner and could you get your foot in the door even more so because Time-Warner roll out of Maestro has not been deemed as it’s success. And then two, with respect to Verizon, will you receive a higher licensing fee from a Verizon versus what you might get from a dish or DirecTV?

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