Like me, they left off Microsoft's (MSFT) Xbox, which has some of the same media functions but is primarily a game machine. Unlike me, they remembered to include TiVo (TiVO) and an assortment of products from Boxee, Logitech (LOGI), Liberty (LMCA) , Western Digital (WDC), Netgear (NTGR), RCA (GE) , Sony (SNE), Vizio and others.
They didn't offer any sales estimates. I did.
In any event, here's what they had to say about Apple's (AAPL) offering and its 56% share of the market:
"Apple accounts for the majority of sales by far, despite offering relatively narrow content access – this is not (yet) a market being driven by the value proposition of a streaming TV experience. AppleTV's AirPlay feature was strategically crafted to simplify the process of transferring laptop and tablet displays to a TV screen, and it is AirPlaying – not OTT streaming – that is the primary reason for purchase of AppleTV devices. Roku is the second largest vendor in this space and is driving growth through a strong lineup of content as well as through a series of agreements with Pay TV vendors such as Time Warner Cable. The long-term potential for this segment does remain uncertain. It is important to note that while current growth rates are high, the total installed base of $99 streaming boxes is quite low."
Google (GOOG), they add, "is conspicuous by its absence in this segment."
After ten years of toiling in the DVR sector with a we-try-harder attitude, here's what has changed for TiVo.
By Kevin Kelleher, contributor
FORTUNE -- A decade after it changed the way we watch TV, TIVO may be embarking on a second act.
Founded in 1997, the Alviso, Calif., company pioneered software to manage digital video recording, or DVR. Its interface made finding and recording TV programs an intuitive experience. TiVo (TIVO) hit on MOREKevin Kelleher - Jan 28, 2013 9:17 AM ET
Both were media-consumption game changers. But why did the iPod spark Apple's media empire while TiVo had to turn to suing companies that capitalized on its innovations?
By Kevin Kelleher, contributor
FORTUNE -- A decade ago, two products were introduced that would change the way we consume media. One of them allowed us to carry hundreds, even thousands of songs around in our pocket so we could listen to whatever we wanted whenever we MOREScott Olster, editor - Apr 27, 2011 5:00 AM ET
The high-quality streaming service comes to the cross-platform home theater app.
In another coup for VUDU, the startup Wal-Mart (WMT) acquired back in February for over $100 million, Boxee announced today that the high-quality video-on-demand service will appear on Boxee Box, a dedicated $199 set-top box launching next month, as well as the Boxee app.
"It rounds out our movie offering," says Andrew Kippen, Vice President of Marketing for Boxee. "We have MOREJP Mangalindan, Writer - Oct 28, 2010 10:55 AM ET
Consumers don't want the web on TV – they want a better TV experience
As you might have seen last week, my Techmate sparring partner Michael and I got into it a bit about Google TV. He liked the idea, I didn't.
I still don't.
At the time when we shot our video segment on the subject (see below), I had heard rumors about the announcement, and the details weren't yet clear – MOREJon Fortt - May 24, 2010 2:10 PM ET
Forget the dollar and the yen. People value their cold, hard content.
By Pete Steege, product marketing manager, Seagate Technology
Earlier this year there was a bit of buzz that the US dollar was at risk of being dethroned as the world's default currency. I'm not a financial expert, so I can't weigh in with any authority on the US dollar's continued hegemony vs. other monetary currencies. But I do think the MOREOct 7, 2009 10:00 AM ET
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