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Discussion Starter · #3 ·
I'm wondering if "not built on Google software" means a custom OS, or (more likely IMO) an AOSP derivative.
"We're moving to a Linux-based OS that will enable TV makers to have a best-in-class UX and great content and discovery, along with access to a monetization platform as we move downstream that will generate meaningful economics not just for us, but for the manufacturers as well," Kirchner said.
 

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"We're moving to a Linux-based OS that will enable TV makers to have a best-in-class UX and great content and discovery, along with access to a monetization platform as we move downstream that will generate meaningful economics not just for us, but for the manufacturers as well," Kirchner said.
Hilariously back to where they started... :)
 

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If TiVo Stream could incorporate a subscription model to IPTV, now that would be amazing. Even app-based subscriptions would be great if it contained all the major ones (CBS, ABC, Fox, NBC/Peacock, Disney/HBO, Showtime, Netflix, etc.).
 

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Discussion Starter · #8 ·
Any hope that the new Tivo Tv operating system will connect to our legacy Tivo DVRs and function and behave like a Tivo extender in the same way a Tivo Mini does now?


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No. Because this is a tool for tv manufacturers to better monetize the streaming services they provide to their users.

TV manufacturers would have nothing to gain by allowing TiVo users to watch recorded content from legacy hardware that they have no investment in.
 

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The company reported 5% year-over-year growth in second-quarter revenue to $234 million, with $126.2 million coming from the Xperi products business. The rest of Xperi's income derives from patent licensing, an operation that will officially be spun off next month into a new enterprise called Adeia.
With the near 50/50 split, I can't tell if they're spinning off their patent licensing business - or if their patent licensing business is fleeing the from them to be it's own thing.
 

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With the near 50/50 split, I can't tell if they're spinning off their patent licensing business - or if their patent licensing business is fleeing the from them to be it's own thing.
It would probably depend on net profits. I once worked for a company that licensed (and supported and maintained) some software designs, along with making product that incorporated those designs, and the software licensing part was what kept the company afloat, so my suspicion is that the patent licensing is much more profitable, but it's not clear from the article.
 

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Hilariously back to where they started... :)
Not really because mostly just going to be an OS system vendor. Not a hardware or hardware+software vendor.
The name 'TiVo' might be the same, but is a substantially different move. Much of the initial TiVO was "hey can skip over commercials". This is likely not that when it comes to monetization that is being talked about here.
 

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AOSP would count for Linux-based. The major benefit to an AOSP derivative is it provides some commonality with other platforms, which has been the DVR platform's stumbling block.
They aren't trying to provide commonality with other platforms. They are trying to be a platform.

Vewd OS. Smarter TV.

This is the evolution of old OperaTV OS. ( The Opera App store on TiVO ... similar stuff).
They could do some HTML5 layer on the foundations of AOSP if the hardware vendors they need to port to have the AOSP kernel stuff all worked out anyway. But 'side loading' Play Store apps for hackery fun.... I highly doubt their customers are gong to be looking for that. Amazon store works in part because there are lots of tablets and fireTV sticks that make up a semi-coherent, balkanized whole.

This may turn out to be closer to ChromeOS derivative than a AOSP one.

Vewd had run themselves into the ground finacially and Xperi bought them out. Not sure the path is crystal clear here. But if AOSP was alot cheaper to be on , then yeah they'd be on it. But to run "HTML apps" not sure the bulk of AOSP layer on top of Linux is really needed all that much ( just like ChromeOS doesn't need it).

Pragmatically Tivo 'doubled down' the bet on the AppStore they were already on that was the stumbling block.
 

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Depending upon just how small a 'Tier 2' vendor this is , getting one vendor may not be saying much. If Hisense decides to fork some TVs going to Brazil , some small EU country, or Africa so some odd reason the unit volume here would not be a viable foundation.

In the USA 'tier 2' pragmatically means low volume. It might be a good 'step 0' but there is a ton more work to do.

Amazon and Roku are somewhat competitors ( with their streamer that switches user interaction from the built-in SmartTV apps). Amazon is the 800-lbs gorilla in retail for SmarTVs too. So not surprising these Tier 2 vendors would rather not give their competitors more money to beat them up with.

Similar to Google... although that is more like more about what curve ball is Google going to throw next year. Same issues also that TiVO has which makes "TIvo Stream" be a side app on the main screen.

But the value proposition of "we suck less than those other guys do" is only going to go so far. The balakanized main screen app launcher experience on Android phones is a dual edged sword. It impedes and helps the platform expansion depending on context. Often used for vendor lockin on UX familiarity than for better overall user experience. Those downsides are not going to show up when just have 1-2 Tier 2 vendors on board. If get to 5-6 and some of the cracks start to appear if they charge off in 5 different directions on the main screen.

Somewhat newcomers like Xfinity/Charter/Spetrum can jump into set-top box OS game because they have leverage. ( buy my box ... it is built into your cable bill). Not seeing competency and high value add "Tivo Stream" is bring to the game here.
 

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Discussion Starter · #15 ·
Not really because mostly just going to be an OS system vendor. Not a hardware or hardware+software vendor.
The name 'TiVo' might be the same, but is a substantially different move. Much of the initial TiVO was "hey can skip over commercials". This is likely not that when it comes to monetization that is being talked about here.
I think she meant the “using Linux” part.
 

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Discussion Starter · #16 ·
They aren't trying to provide commonality with other platforms. They are trying to be a platform.
But they need compatibility with existing app stores. If that means compatibility with other platforms, then that’s what they need.

If not, they’ve already lost, because that’s the whole reason the TiVo DVRs have limited apps.
 

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I think she meant the “using Linux” part.
when did Tivo leave Linux? The TV Stream 4k? The foundation there is Linux too. They need to have left to come back. That reading doesn't make much sense.

If want to talk a different fork/distribution of Linux perhaps. "full circle" by changing distribution tweak differences is a stretch for "full circle'.

If they have drifted off to Windriver VxWorks or Blackberry QNX or RreeBSD and come back to Linux then that would be "full circle".
 

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But they need compatibility with existing app stores. If that means compatibility with other platforms, then that’s what they need.
They need inertia not a app store per se.

Xfinity Flex OS is supported by Hulu

"...
...."
Hulu Help

Tivo just got dropped. It isn't "app store size" it is how many eyeballs are attached to those boxes. Xfinity has many millions and Tivo has relatively very few. That is the primary difference. Playstation is on the list too. Again more number of eyeballs than app store size.


If not, they’ve already lost, because that’s the whole reason the TiVo DVRs have limited apps.
DVRs don't bring anything to the table. Very likely this Tier 2 TV vendor they have a deal line up with is going to sell 3-8x times as many Tivos than they are no and has an installed base that is equally large mutliple of current diminished TiVO user base. [ ]

The strategy won't work if they don't round up several other Tier 2 TV vendors. What happens with Tivo boxes is a round-off error. Part of the reason the Tivo app store lost is that Tivo is the only box vendor that was enthusiastically using it at this point. The solution to the problem is entirely outside the TiVO box space.


At one point OperaTV/VewD had a significant share of the SmartTV market ( primarily outside USA market).
Roughly it has been a bit like Blackberry who once held a large share of Smartphone market and then deep pocketed Apple and Google showed up and it share shank as they didn't adapt well to the changing dynamics.

There is a relatively narrow window here. Roku/Amazon/GoogleTV are increasingly controlling the "TV home screen". GoogleTV/AndroidTV rules allow cable operators to take over but vendors like Tivo /Nvidia /etc have limits as to what they can do to own the home screen (and therefore the primary advertising ). Advertising dollars are getting tighter so the 'you will get trickle down money' story doesn't work as well for the device vendors. So there is grumbling about "wish there was something other than those other guys" . If they can round up enough disenchanted TV and set-top vendors then there is chance in this narrow inflection point.

It isn't a sure thing. But Flex has been adding apps at a steady pace.


Charter/Spectrum joining Xfinity in rolling out FlexOS boxes will only solidify that ( even with the cable subscriber 'losses'. They aren't loosing Internet subscribers no where near as fast. ) That combo probably will be enough to crack getting Disney+ coverage. Because it is numbers of eyeballs , not numbers of apps.


If all they had was Vewd OS then that would be pretty weak , but there is a multiple platform app framework too. That's the combo that makes this viable. If they can move some apps into that and there is an easy "also build for Vewd OS button there then they would . Because that is the other inflection point that is likely coming that apps are just going to go to a more portable framework layer. Similar to how there are more and more Electron apps spanning Windows/macOS/Linux.

The Tivo GUI isn't really linux.


At one point it was layered on Flash. That got swapped for a more HTML mix that runs on a browser as the base foundational layer just above Linux core services.


An "app store" where folks make payments and the store owner skims off charge overhead fees. None of the big content vendors really want that. They'd be perfectly happy if the app sent/directed users back to their site to pay for stuff. To be viable only need about 20 (per major viewing area ) of the more significant apps. The rest is largely just noise (therefore not particularly worth the overhead. )

With modern A55-A58 or A510 cores , decent GPU , 4-8GB RAM, and H.264/265/AV1/VP9/etc decorders running these apps in a HTML5/Javascrpt framework will work just fine.

If they can get a bunch of other vendors to support (pay licensing fees for) the app development framework and OS , then if they got a ported version of TiVO GUI over to that then would be able to amortize the framework/app development/ os kernel costs over more boxes.

if they did a headless DVR+ OTA Tuner box that didn't spook their TV partners they could still dabble in some hardware too.
 

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Depending upon just how small a 'Tier 2' vendor this is , getting one vendor may not be saying much. If Hisense decides to fork some TVs going to Brazil , some small EU country, or Africa so some odd reason the unit volume here would not be a viable foundation.
Based on stuff I've read recently, I suspect the Tier 2 OEM who's signed up to use the new TiVo Stream smart TV OS is European. Here in the US, with Samsung, LG and Vizio already having their own established OSes/app stores and all other TV brands using Roku, Google TV/Android TV or Amazon's Fire TV (and with Comcast+Charter's Flex OS set to make a push into retail smart TVs), I don't really see where TiVo is gonna be able to get their foot in the door here. Too little, too late.
 

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when did Tivo leave Linux? The TV Stream 4k? The foundation there is Linux too. They need to have left to come back. That reading doesn't make much sense.

If want to talk a different fork/distribution of Linux perhaps. "full circle" by changing distribution tweak differences is a stretch for "full circle'.

If they have drifted off to Windriver VxWorks or Blackberry QNX or RreeBSD and come back to Linux then that would be "full circle".
I'm simply referring that it's back to the beginning where they started, as opposed to their weird dalliance with Android for the Stream 4K
No need to over analyze a simple amusing comment about how the more things change, the more they stay the same.
 
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