What They Say
At a Needham conference, Vizio said that it now has 15 million active SmartCast users up from 12 million in March 2021. The CFO, Adam Townsend, said that more than 85% to 90% of the time, Vizio users are accessing content directly via the SmartCast platform.
A growing part of Vizio’s smart TV platform business is the WatchFree+ streaming service, which last month reached agreements with Disney, Lionsgate, Sony and more to build out an AVOD library alongside its free, ad-supported linear channels.
What We Think
After getting an iPad as a Christmas preseent, I have three months of Apple TV access, free of charge, so am binge watching several shows before I have to pay! My cable service, plus Netflix and Prime is enough cost, already, for me. (BR)
