12/13/2023 0 Comments The numberlys on amazon tvUnder this new feature, Amazon would pull viewing data directly from streaming partners and use that to fuel its version of “Continue Watching.” Done properly, that could certainly solve the problem Google’s version faces. Google TV shows the “Continue Watching” row beneath appsĪmazon’s version of this “Continue Watching” row for Fire TV intends to fix that by directly integrating with streaming services. We’ve noticed this is especially troublesome for TV shows. Watching on another TV signed into the same account or a mobile device can lead to Google TV’s preview being inaccurate. The “Continue Watching” row shows information based on what the app provides, which can lead to a disparity in what Google TV shows versus what you’ve actually viewed. Many users have complained over the years – “Continue Watching” has been around on Android TV since 2014 in one form or another – that the feature isn’t all that accurate. On Google TV, the “Continue Watching” row shows content you have been watching on your TV from supported apps, with a single press on that piece of content pushing you back into viewing from where you left off. As it stands today, Fire TV has no such row. Thanks to its unique advantages, Amazon can generate much more than Roku's average in high-margin revenue per television set.Amazon is reportedly working with partners on a new Fire TV feature that will show content you’ve been watching in a dedicated homescreen row, much like Google TV.ĪFTVNews reports that Amazon is working on a new Fire TV feature that pulls your viewing data from various streaming apps and shows that activity in a row similar to Google TV’s “Continue Watching” row. Roku took in revenues of $36.46 per user over the last year. Of course, it'll lose money, but when you can generate additional revenue from the platform business, that difference is easily recouped. Since Amazon has the capital and capabilities to develop its own brand of smart TVs, it can offer a better television at a lower price than the competition. However, Roku's a much smaller company than Amazon, and it's focused on doing one thing and doing it extremely well. Roku would much rather license its operating system than spend heavily on producing television sets itself. ![]() Still, there's a lot of room for Amazon to undercut pricing before its margins dip into red-ink territory. For example, Vizio generates gross profits of around 10% on its device sales, which is a substantial improvement over 2018 when its gross margin was just 5%. The slim margins on TV sales are what's kept big-name tech companies from entering the market. And considering Roku's player gross margin was -5.9% last quarter, it's likely Amazon's losing money on the sale of every Fire Stick. The company has relied on that model to sell its Fire TV sticks at prices well below Roku's streaming sticks. ![]() Amazon can undercut the competitionĪmazon doesn't have to profit from the sale of its TV sets if it can generate recurring revenue from their active use instead. While Roku has an ad-buying platform that can place ads all over the internet, Amazon can also offer the premium ad inventory on its own websites, making it a more attractive ad platform for cross-platform advertisements. If you see an ad for a product on broadcast television, maybe you'll see that product pop up in your recommendations when you open the Amazon app or navigate to its website's homepage. It can then use that data to tailor its digital ads and improve content recommendations.Īmazon can take it a step further. Roku uses audio content recognition (ACR) to determine what content its smart TV users are watching and which ads they've seen on linear television. Meanwhile, Roku accounts for one-third of all new smart TVs sold in the U.S. Most of its Fire TV users come from its plug-in player devices. But Amazon's ability to crack the smart TV market has been limited. ![]() It can collect a lot of valuable data about viewers. A TV is a lot more than just another surface for Amazon to display ads.
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