If we've ruled out the network, the next obvious candidate is the I/O or CPU capacity of the DVR server.
Things that are confusing us about this situation:
- We don't see anything in the logs that say there were issues decoding the content
- We don't see anything in the logs that say it is dropping frames due to not being able to decode fast enough
The thing we do see is the amount of data cached in the client continuing to drop as you watch, which looks like it is unable to download more content fast enough.
This would lead us to believe that the issue is either in:
- The network not being able to keep up with the sustained bitrate
- The disk of the DVR not being able to keep up with the sustained bitrate
- The CPU of the DVR not being able to respond to requests fast enough to send the data
It doesn't appear there's anything wrong with the content or the Apple TV app that we can see.