TiVo expands FAST lineup with 20 partners across U.S. and Europe

Xperi is aggressively scaling its media platform to compete with established giants like Roku and Samsung. By securing high-value content from Banijay and Sony, TiVo enhances the hardware value proposition for its OEM partners, such as Panasonic and Vestel, who rely on a robust content library to attract buyers in a saturated smart TV market. This expansion also accelerates Xperi’s recurring revenue strategy, as the company aims to monetize its growing footprint of connected devices through its TiVo One advertising platform. For the broader ecosystem, it signals the continued shift of premium library content toward ad-supported models to combat subscription fatigue. Watch for TiVo’s active user count to trend toward its 2026 goal of 7 million monthly active users.

The expansion of TiVo Channels aligns with Xperi’s aggressive growth ⁩targets for its independent media platform. Per Xperi's Q4 2025 earnings report (February 2026), the TiVo One advertising platform reached 5.3 million monthly active users (MAUs), a 250% increase from the 1.5 million users recorded at the end of 2024. The company has publicly stated its intent to reach 7 million MAUs by the end of 2026, relying on its 'Powered by TiVo' smart TV partnerships to drive volume. In late 2025, Xperi added its tenth TV operating system partner, including a major Asia-based manufacturer, further extending its reach into European and North American retail channels.

This content surge also reflects broader market dynamics in Europe, where FAST adoption is rapidly maturing. According to a ShowHeroes and Omnicom report (March 2026), FAST adoption has reached 27% across Europe, with the UK and Italy leading at 37%. Research from Rakuten TV in June 2026 found that 93.7% of FAST viewing in Europe occurs on the main television screen, making the operating system the critical gatekeeper for ad revenue. By integrating high-profile content from Sony One and DAZN directly into the OS, TiVo is positioning itself to capture shifting media habits as consumers increasingly trade social media and gaming time for free, ad-supported long-form video.

Strategically, Xperi is pivoting toward higher-margin media activities to offset legacy pay-TV declines. In August 2025, the company announced a restructuring involving 250 job cuts to save approximately $30 million annually, specifically to fund the expansion of the TiVo OS and ad-tech divisions. As hardware margins for TV manufacturers remain thin, TiVo’s 'neutral' platform model—which offers OEMs a share of recurring ad revenue—remains its primary competitive wedge against the walled gardens of Amazon Fire TV and Google TV, particularly as average revenue per user (ARPU) for the platform reached $8.75 in late 2025.