Viasat integrates TiVo OS to scale satellite-based connected TV globally

This move bridges the gap between legacy satellite infrastructure and modern streaming, effectively turning Viasat into a global CTV platform operator. By adopting TiVo’s independent OS, Viasat provides a standardized environment for apps and ads in remote markets that tech giants like Google and Roku have largely bypassed. For the ecosystem, this signals a shift toward hybrid distribution where satellite isn't just a data pipe but a managed media environment. Watch for deployment timelines in commercial aviation, where Viasat currently serves over 3,500 aircraft, to see if TiVo OS can disrupt established in-flight entertainment (IFE) hardware and software stacks.

The partnership with Xperi arrives as Viasat completes its transition into a global multi-orbit operator following the $7.3 billion acquisition of Inmarsat. Per Viasat regulatory filings in May 2026, the company reported total annual revenue of $4.64 billion, driven largely by its government and aviation segments. Viasat is currently activating its ViaSat-3 satellite constellation, with the third flight expected to begin service in the Asia-Pacific region by September 2026. This increased capacity is critical for supporting the data-heavy demands of a global CTV operating system across its fixed and mobile customer bases.

Simultaneously, TiVo's owner, Xperi, has been aggressively expanding its footprint to compete with platform incumbents. At CES in January 2026, Xperi announced that TiVo OS had reached more than 4 million monthly active users and was signed with 17 OEM brands, including Panasonic and Sharp. Per Xperi investor updates from early 2026, the company is positioning TiVo OS as a neutral, 'content-first' alternative for manufacturers and service providers wary of the retail competition posed by platforms like Roku. The Viasat deal represents TiVo's most significant push beyond traditional consumer electronics into the enterprise-led connectivity market, specifically targeting the approximately 1.5 million vessels and 1,500 aircraft currently in Viasat’s backlog for connectivity upgrades.