Google’s partial unveiling yesterday of its content partners and strategy for Google TV provided insight into the company’s television strategy. According to Paul Erickson, Senior Analyst at IMS Research (http://www.imsresearch.com), the capabilities and product reach of Google TV may make another high-profile over-the-top (OTT) video play, Apple TV, largely irrelevant to consumers over time.
“Apple TV has struggled to capture mainstream consumers," says Erickson. "Now, the product is squeezed between OTT capabilities on game consoles and Blu-ray players, and the search-augmented, integrated television+OTT video experience that Google TV is slated to deliver across TV and set-top box form factors. Google’s strategy to make the Google TV experience compatible with cable, satellite, or terrestrial broadcasts will enable the product to have greater impact than Apple TV. This is also due to broad content...| Read more »