Jeff Baumgartner joins the podcast to discuss Roku and Xperi/TiVo's recent earnings results and where they stand in the smart TV market. We also discuss some rivalries emerging among the smart TV players.

Here are a few topics we covered:

• TiVo to enter European smart TV market (00:51)
• TiVo's evolution from DVR to smart TVs (04:26)
• Roku's decision to design and build its own smart TVs could put it in competition with its TV OEM (original equipment manufacturing) partners (07:41)

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