Comcast and Walmart are discussing a partnership whereby the former would develop smart TV software, and the latter would promote the TVs, possibly under its own brand Onn, and get a share of recurring revenues. The TVs would be manufactured by a third party. Comcast, whose software would aim to help consumers navigate streaming apps, would be able to market its TVs nationwide. The Comcast sets would put it in competition with Apple TV, Amazon Fire TV and Roku, the dominant players in streaming platforms. Continue reading Comcast, Walmart Discuss a Potential Smart TV Partnership

Despite the focus on successful subscription streaming services such as Netflix, Amazon Prime Video and Disney+, free ad-supported TV services have actually been growing at a faster clip. AVOD (ad-supported video on demand) or FAST (free ad-supported TV) is flourishing largely via large media companies. Fox’s Tubi, ViacomCBS’ Pluto TV and Xumo, now owned by Comcast, are all performing well. Xumo has skyrocketed 2.5 times, reaching 24 million U.S. monthly active users. Comcast acquired Xumo in February 2020 from Panasonic and Meredith Corp. Continue reading Viewers Turn to Xumo and Other Ad-Supported VOD Services

Roku is debuting a new Ultra with, for the first time, Dolby Vision, which plays back HDR (high-dynamic range) content. This new $100 Ultra also features a speedier quad-core processor, more RAM and around 50 percent better Wi-Fi range, although the company has not released full specs on the device. The form factor is now somewhat rounder, to house its revamped wireless antennas, and still features an Ethernet port, an HDMI cable and earbuds. Also new, the Roku Channel is available as a standalone Android and iOS app. Continue reading Roku Announces Its New Ultra with Support for Dolby Vision

AT&T plans to introduce a lower-cost, ad-supported version of HBO Max in the spring, said chief executive John Stankey, who added that it would be a “light ad load.” Some shows, however, would only be available to subscribers who pay for the full-price version. With the move, HBO Max is joining Hulu and NBC’s Peacock that also offer a free or lower-price version that comes with commercials. Stankey also revealed the company is considering ad-supported wireless phone plans as soon as a year from now. Continue reading AT&T to Launch Ad-Supported HBO Max and Mobile Service

The COVID-19 pandemic has fueled a shift to streaming media, creating opportunities for TV manufacturers. In late 2019, Vizio TV, one of the biggest TV makers in North America, began selling ads for streaming movies, TV shows and digital videos on its screens. It now wants to build out this new business unit to create a recurring revenue source separate from TV set sales. Sources said that Vizio’s platform revenue this year comes mostly from advertising, which appears to be on track to double year-over-year. Continue reading Smart TV Makers Want a Bigger Slice of Streaming Ad Market

Google has a lot of assets: consumer tech, social networking, messaging, music streaming, Chromecast. Yet when it comes to streaming television, it falls behind the big players, such as Amazon and Roku. The company has tried to get Android TV built into television sets but hasn’t achieved any momentum, and Chromecast requires consumers to navigate layers of abstraction. The XDA Developers portal revealed insider information about Google’s next streaming video dongle, featuring an Android TV interface and, for the first time, a remote control. Continue reading An Insider Peek at Google’s New Android TV Streaming Device

Hulu is the first major streaming platform to launch a built-in Watch Party feature that allows its subscribers to watch a show in a group chat room. During COVID-19 shutdowns, watch parties have become increasingly popular, although most are enabled by third-party apps and services rather than built-in social viewing features. The Hulu Watch Party feature is now available to web users who subscribe to the platform’s ad-free plan. Plex also launched a Watch Together feature that works with the user’s own media and the company’s on-demand content. Continue reading Hulu Launches Watch Party Feature to Enable Social Viewing

AT&T launched HBO Max this week, with a plan to spend $4.5+ billion on the streaming platform over the next few years. AT&T, which hopes to sign up 50 million HBO Max subscribers by 2025, bought Time Warner for $85.4 billion in 2018 with the idea of creating a significant streaming platform. HBO Max, which costs $15 per month, offers 10,000 hours of programming, including HBO series “Game of Thrones” and “Succession” as well as Warner Bros. hit TV shows such as “Friends” and “The Big Bang Theory.” Continue reading Streamer HBO Max Offers Wide Range of Movies, TV Shows

Roku benefited from the rise in streaming due to the COVID-19 pandemic, adding 2.9 million accounts in Q1 2020, up 37 percent year over year. The company now has 39.8 million active accounts, with 13.2 billion streaming hours in the quarter, representing a 37 percent year-over-year increase. This, however, was a smaller increase than its 68 percent jump in Q4 2019 and a decline from 16.3 billion hours in the same quarter. Roku also warned that advertising revenue will also likely drop in 2020. Continue reading Roku Users and Streaming Hours Skyrocket During Pandemic

Fox Corporation is purchasing San Francisco-based, ad-supported streaming platform Tubi for $440 million in cash and the potential of $50 million in future deferred consideration and unvested options. Tubi, which currently has 25 million users in North America and Australia, streams thousands of movies and TV shows from more than 250 content partners including Lionsgate, Paramount Pictures and Warner Bros. Tubi is accessible via numerous streaming devices, including the Amazon Fire TV Stick, Apple TV, Roku, and smart TVs from brands such as Samsung and Sony. Continue reading Fox Corporation Acquires Streaming Platform Tubi for $440M

Roku, which posted 52 percent growth and generated $1.13 billion last year, predicted that revenue will increase 42 percent to $1.6 billion in 2020. The growth is, in part, a reflection of the explosion of streaming video services with the recent additions of Disney+, Apple TV+ and upcoming Peacock and HBO Max. Strategy Analytics reported that Roku is the U.S. market leader in connected TV devices. At the end of Q4, Roku stated it had 36.9 million active accounts, a 36 percent increase from the previous year. Continue reading Roku Reports Robust Growth in Q4, Predicts Future Success

Since its debut two months ago, the Disney+ mobile app has been downloaded from the Apple Store and Google Play 41 million times — four times as many as HBO Now — earning nearly $100 million, reports Sensor Tower. That news sent Disney shares up two percent to $146.72. In Q4 2019, Disney+ was downloaded 30 million times, more than twice that of TikTok. According to a YouGov survey, 76 percent of respondents were satisfied or very satisfied with Disney+ compared to 48 percent for Apple TV+. Continue reading Disney+ Service Has Strong Start with 41 Million Downloads

At CES this week, TiVo announced a new device described by CEO Dave Shull as a “tiny little HDMI puck” that will bring the company “full on into the streaming wars.” The $50 TiVo Stream 4K, hitting shelves in April as a competitor to Roku and Amazon devices, is designed to expand the company’s current user base by offering streaming and live television for today’s cord cutters and cord shavers. While TiVo plans to continue offering its signature cable-ready DVRs, the new 4K dongle could be a glimpse into the company’s future. In December, TiVo announced its $3 billion merger with licensing firm Xperi. “This transformation for TiVo enabled the merger,” said Shull. Continue reading CES 2020: TiVo Joins Streaming Wars with HDMI Dongle

Rather than splitting itself into separate product and IP businesses as it explored earlier this year, Rovi-owned TiVo is merging with Xperi Corporation in a deal valued at $3 billion. San Jose-based TiVo, a pioneer in the DVR industry, licenses its IP for areas involving digital rights management, electronic program guides and metadata. Xperi, also with headquarters in San Jose, is a tech licensor in areas including mobile computing, data and memory storage and 3D integrated circuits. The deal will integrate TiVo and Xperi’s IP licensing and product businesses, which will then operate as separate units so that one could be sold in the future. Continue reading $3 Billion TiVo-Xperi Merger Is All About the Patent Portfolio

Netflix started a global test of a new feature — dubbed Watch Now — that allows users to skip browsing titles and begin streaming immediately. The new feature will appear as a button on the profile selection page that opens when the Netflix app launches on a smart TV or streaming device. Netflix is well known for testing features with specific local markets, device categories or audiences. Watch Now is being tested for a month or two with a small worldwide audience on TVs and TV-connected devices including Roku and Fire TV. Continue reading Netflix Tests Feature to Skip Browsing and Begin Streaming