Question · Q3 2023
Asked for details on the potential OS licensing model, its competitive positioning, and revenue sharing. Also inquired about the drivers behind increased user engagement and future growth levers.
Answer
Regarding OEM partnerships, discussions are in early stages, but VIZIO believes there is market demand for a more integrated partner. This is seen as a TAM-expanding opportunity. The strong engagement growth was driven by new app additions like ESPN and a major home screen redesign, which increased user interaction by over 60%. This engagement is being effectively monetized, as ad revenue per account is growing faster than usage hours.