I'm not claiming that TV manufacturers don't get some money from rev shares. My point is that it's not money the manufacturer can count on because subscribing o

I'm not claiming that TV manufacturers don't get some money from rev shares. My point is that it's not money the manufacturer can count on because subscribing or buying extra services is optional for customers on every set that I've seen. The CPM from just displaying ads in a program guide has to be tiny as CPMs for display only is crap everywhere. In my view, that's why some of these UIs have every pixel for sale, it's not highly valued. For myself and my sample of family and friends, TVs are displays. We buy the screen we want based on size, specs and image quality, we never connect the screen to the internet, run one HDMI into it and control the feed upstream from a cable or satellite box, streaming box (FireTV, AppleTV, etc) or HTPC running something like Plex. As for the remote control, after configuring the screen to HDMI-1 and turning off all the stupid hyped-up color, frame interpolation and other gimmicky modes that try to create pixels that were never in the source signal, I take the batteries back out of the remote and toss it in the box full of all the other unused TV remotes in the basement waiting for when the screen gets donated to a friend or relative in several years (I just had a funny image pop in my head of all those remotes sitting in the box commiserating like the forgotten toys in the attic in Toy Story). Manufacturers get zero incremental revenue from us. I'm sure they get some rev from some people but it's going to be a blended average with a fair number of zero samples. The reason I think this is I have a little personal experience doing software bundle deals with hardware consumer electronics manufacturers. It was similar in that if consumers bought into the upsell on our apps there was a rev split with the manufacturer. CE manufacturers invariably assigned zero net present value to any theoretical future revenue that isn't guaranteed. They live and die by their quarterly COGS when it hits the dock in Shenzen. I'm not saying their business can't change over time but that's where it's coming from.