Xperi-owned TiVo has rebranded its free ad-supported streaming television (FAST) service from TiVo Plus to TiVo Channels. Alongside the rebrand, the service is expanding its format and content offerings through new partnerships with Sony Pictures Television, DAZN, Banijay Rights, and others. This change reflects Xperi's ongoing strategic pivot away from legacy DVR hardware and toward software-led streaming aggregation, smart TV OS licensing, and advertising monetization.
This rebrand clarifies TiVo's value proposition as it transitions from a niche hardware manufacturer to a high-volume software aggregator. By shedding the 'Plus' suffix, Xperi aligns with the industry trend of distinguishing free ad-supported services from premium SVOD tiers. The expansion into major scripted and live sports IP via Sony and DAZN boosts TiVo Channels' ability to compete with entrenched FAST leaders like Roku and Pluto TV. For the broader ecosystem, this move highlights the growing importance of OS-level integration for content discovery and ad-tech monetization. Watch for Xperi to report monthly active user growth for its TiVo One ad platform, which recently hit 5.3 million users, as a benchmark for this strategy's success.
Xperi has aggressively transitioned toward a software-driven business model, culminating in the decision to exit the standalone DVR hardware market in late 2025 (per Light Reading, November 2025). This pivot is centered on the 'TiVo One' monetization platform, which reached 5.3 million monthly active users (MAUs) by the end of 2025—a 250% increase year-over-year. The company has set a public target of 7 million MAUs for 2026, driven by the expansion of TiVo OS into smart TVs from manufacturers like Sharp and Vestel (per Xperi Corp Earnings, February 2026).
To support this growth, Xperi implemented a restructuring plan in early 2026, which included laying off 250 employees—roughly 15% of its workforce—to reallocate resources toward its Media Platform and IPTV segments. According to reporting from StreamTV Insider in November 2025, Xperi is aiming for an average revenue per user (ARPU) exceeding $10.00 on its advertising platform, leaning on unified ad-buying partnerships like its recent deal with Titan Ads in Europe. This shift positions TiVo as a direct competitor to Roku and Google TV for control of the smart TV home screen.
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