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    Charlie Wilber

    Research Associate at Guggenheim

    Charles Wilber is a Research Associate at Guggenheim Partners, based in Richmond, Virginia, specializing in equity research. He has supported coverage in various sectors during his tenure and previously worked at Northwestern Mutual Capital LLC, bringing buy-side experience to his analyst practice. Since joining Guggenheim Securities in 2017, Wilber has gained hands-on experience in financial modeling, valuation, and industry research. He holds relevant professional credentials and licenses for his equity research role, underscoring his expertise in investment analysis.

    Charlie Wilber's questions to VZIO leadership

    Charlie Wilber's questions to VZIO leadership • Q3 2023

    Question

    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.

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