TiVo One Ad Platform Hits 6.3M Users, Revenue Up 54% in Q2

What TiVo Ads announced

TiVo Ads, the advertising arm of Xperi's TiVo business, says its TiVo One platform has passed 6.3 million monthly active users worldwide as of June 2026. That figure is up 70% from a year earlier. 2 The company also reported that advertising and related revenue rose 54% year over year in the second quarter of 2026. TiVo describes that as its strongest growth to date. 2 Trade coverage framed the announcement as a new revenue record for the platform and highlighted the 54% second-quarter jump. 1

Both accounts agree on the core numbers: a 54% revenue increase and a user base above 6.3 million. 12 The company release adds most of the detail, including the user growth rate, a campaign example and executive commentary. 2 The independent coverage largely relays the headline results rather than adding outside figures. 1

The home screen as ad real estate

TiVo One is a connected-TV operating experience. Its advertising pitch centers on the home screen, the place viewers land before they pick something to watch. TiVo Ads says its home page ad products are built to reach viewers "from the first moment of content discovery" and then continue through the viewing session, including while content plays. 2

To show the format works, the company cited a campaign for an unnamed "leading global streaming platform." That campaign reportedly lifted the client's monthly app launches by 70% compared with the previous month. 2 The example points to a specific type of advertiser: streaming services competing for attention on the TV interface itself. For them, a prominent tile or banner at the point of choice can drive installs and launches directly.

Matt Milne, Xperi's chief revenue officer and president of TiVo Ads, said advertisers want "measurable outcomes, premium experiences, trusted audience intelligence and incremental unduplicated reach." 2 He said that over the past year the company has expanded its footprint, grown its ad inventory and added new audience data capabilities. 2

Reading the numbers

The percentages are strong, but they need context. The announcement does not give absolute revenue figures for the ad business. A 54% gain says a lot about direction and little about scale. 2 A month-over-month comparison like the 70% app-launch lift is also a self-selected success story, not a typical campaign result. A single month's change can be shaped by seasonality, the client's own release schedule or other marketing running at the same time. 2

The user count needs similar framing. Growing from roughly 3.7 million monthly actives (the base a 70% rise implies) to 6.3 million is meaningful. Still, TiVo One remains a smaller player in a connected-TV market where the biggest platform operators report audiences many times that size. For advertisers, Milne's emphasis on "incremental unduplicated reach" is the important phrase. 2 TiVo is not pitching itself as the biggest screen in the living room. It is pitching households that buyers may not already reach through larger platforms.

Why it matters

The broader story is a shift in where TV advertising money goes. The interface that sits before any app opens has become valuable inventory. Platform operators can sell placements there regardless of which service the viewer eventually picks. They can also combine those placements with their own data about what people watch. TiVo's mention of new audience data capabilities fits that model. 2

For Xperi, the ad business matters because it turns TiVo's software into recurring, usage-based revenue instead of relying on licensing alone. The company also says it has expanded its global advertising footprint, which suggests it is betting on distribution beyond any single market. 2

The takeaway

This is a credible growth story from a small base, told mostly through percentages. Fast user growth, a record revenue quarter and a focus on discovery-stage ads put TiVo One in line with where connected-TV spending is heading. 12 Two things are worth watching. One is whether TiVo starts disclosing absolute ad revenue. The other is whether its user growth can keep pace as rivals compete for the same home screen budgets. Until then, the main reading is that TiVo has found a workable niche selling reach other platforms don't duplicate. It has not yet shown that the niche can become a large business.