I wonder if the limiting factor (for now) is actually the number of TiVos the installers can physically do per quarter?
I'm not saying the price increase is a help, but VM did have a backlog of customers waiting for an install (6 wks?) so that means they could eat into the backlog yet still match last quarter.
They may have even employed extra installers to get as many TiVos into homes ASAP, since customers sitting on a waiting list don't help the bottom line (unless they are existing Virgin V+ box users, but even then it doesn't pay as well as TiVo).