TV OS: The Silent Power Broker Of The TV Industry
Christian Knaebel
Managing Partner @ Global Media Consult | TV Industry Strategist Translating the complex world of TV & Media with clear, expert guidance into practical progress
If you're still thinking of a TV operating system as just a fancy menu for choosing between Netflix and your EPG for TV Channels, think again. The battle for control of the TV OS is on, and it's about to reshape the entire television landscape as we know it. This isn't just a tech issue; it's a fundamental shift that will impact every aspect of our industry, from content creation and distribution to advertising and audience engagement. Ignore it at your peril. The TV OS is no longer just a piece of software; it's the key to unlocking the future of television.
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Why the Sudden Rush? The New Gold Rush in Tech
Before we dive into the players, let's talk about why we're seeing this sudden surge of new entrants into the TV OS arena. Why are companies like The Trade Desk and Walmart, who traditionally haven't been associated with television operating systems, suddenly vying for a piece of the action? The answer is simple: data.
In the age of connected devices and personalized experiences, data is the new gold. TV OS platforms are a treasure trove of valuable information about viewer habits, preferences, and behaviors. This data can be used to:
Companies like The Trade Desk, with their expertise in ad tech, see the TV OS as a way to extend their reach and influence in the advertising world. Walmart, on the other hand, sees the TV OS as a way to bridge the gap between entertainment and commerce, creating a seamless shopping experience that integrates with their vast retail network. These new entrants recognize the immense value of the TV OS platform and are willing to invest heavily to secure their place in this evolving landscape.
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The Old Guard Fights Back (But For How Long?):
The established giants are scrambling to innovate and adapt to the rapidly changing landscape, but their grip on the market is loosening:
…And Let's Not Forget the Underdogs:
While the giants clash, a new breed of contenders is emerging, eager to disrupt the status quo:
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The Global TV OS Landscape: A Battle Royale for Billions
The global TV OS market is exploding, projected to reach nearly $500 billion by 2030. This isn't just about established players like Samsung's Tizen, LG's webOS, and Roku battling for dominance; it's about a rapidly expanding universe of screens vying for our attention. With TVs becoming increasingly affordable and internet connectivity becoming more widespread, the battleground is expanding to include emerging markets and a new generation of consumers. This is where new entrants and smaller players see their biggest opportunity, forging partnerships with low-cost OEMs to gain a foothold in this lucrative market. The stakes are high, not just in terms of market share, but also in controlling the flow of valuable viewer data and the lucrative advertising revenue that comes with it.
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The Power of the TV OS: Shaping What You Watch and How You're Tracked
Don't underestimate the influence of these operating systems. They are the gatekeepers to your entertainment, controlling what you watch, how you watch it, and what data is collected about your viewing habits. They dictate the apps you can access, the recommendations you receive, and the ads you see.
The Screenification of Our Lives: It's Everywhere!
This battle for TV OS dominance is about to extend far beyond your living room. Screens are becoming ubiquitous in our lives, from the obvious places like our smartphones and laptops to more unexpected locations:
The possibilities are endless, and the stakes are high. The battle for TV OS dominance is not just about controlling the biggest screen in your home; it's about shaping the future of how we interact with the digital world around us. As screens become ubiquitous in our lives, the TV OS will become the gateway to information, entertainment, and commerce. The players who can deliver the most compelling and personalized experiences will ultimately win the day.
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Sales Director EDM - Media, Cloud, Broadcast, Sports
1 个月Fascinating article Christian - I am intrigued as to how you see the platforms operated by Sky, Canal+, Comcast and others in relation to this, do they dovetail, do they compete, or do they just ride off the back of these other platforms? In which case who owns and has access to the data, the TVOS or the Content Aggregator / Platform Operator?
Product | Project | Entertainment |TV | Content
2 个月Great article Christian Knaebel, as always. I do believe, that 2025 is going to be the year for our TVs, (and data )with massive consolidation and m&A activity. What i am most curious about is, that is it, would it ( finally) bring up tech giants stepping into the hardware and platform of Tvs as well, creating the same ecosytems, they did with our phones.
Driving Unmatched Performance in CTV
2 个月What an awesome read! Thanks
Sales network in Asia for High tech companies in Telecom, Broadcast and IoT, we are your Sales team in Asia, from leads to closing.
2 个月Is it not what HbbTV standard was supposed to fixe ? ??
Head of servicing at Marketing & Media Solutions sarl
2 个月This is the real streaming war we should have a look to!