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The complete agenda for the Disrupt Stage at TechCrunch Disrupt 2024

Get ready for TechCrunch Disrupt 2024, our signature event for startups of all stages, taking place at Moscone West in San Francisco from October 28-30. This year, we’re expecting a massive turnout of 10,000+ leaders from the startup, VC, and broader tech community. As part of the program, we’re thrilled to unveil the complete agenda […]
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The complete agenda for the Disrupt Stage at TechCrunch Disrupt 2024

Amazon expands Fire TV lineup with more QLED models, entry-level 2-Series TVs and new markets

As competition among smart TV makers heats up, Amazon today is introducing an expanded Fire TV lineup which now includes more sizes for its top-of-the-line Omni QLED series as well as a new, lower-cost Fire TV 2-Series that will start at $199.99. The company is also bringing its TVs to new markets globally, updating some features — like the Omni QLED’s “ambient” mode — and will roll out its cloud gaming service Luna to countries outside the U.S. for the first time.
Amazon first announced its Omni QLED TVs last fall as a way to bring better picture quality to customers with a 4K QLED display. The sets, which initially shipped in both 65-inch ($799.99) and 75-inch ($1,099.99) sizes, were the first Amazon Fire TVs to ship with Dolby Vision IQ. They also support HDR 10+ Adaptive and Adaptive Brightness, which adjusts the picture brightness and contrast based on the room’s brightness.

Amazon updates its Fire TV lineup with a new Fire TV Cube, QLED TVs and Alexa Voice Remote Pro

Now, the company is expanding its QLED lineup with three new models starting at $449.99, in 43-inch, 50-inch and 55-inch sizes. Like their larger counterparts, these will still include QLED displays with up to 96 dimming zones and the sensor-driven “Ambient Experience” features.
The TVs ship with a custom sensor package on the front that includes a presence sensor that allows the TV to turn its “Ambient Experience” on or off based on whether someone has entered or left the room thanks to an ambient light sensor that helps the TV understand the context of the movement. That is, if you just walked past the TV to get a midnight snack it may remain off, but if you walk into the room in the morning, it may load the ambient experience to help you start your day.
Image Credits: Amazon
The experience includes a free package of artwork and photography and various Alexa widgets that can be displayed either compacted or expanded, delivering things like news and headlines, your calendar, notes and reminders, streaming recommendations and more.
Now, Amazon says the experience is being updated with new art, too. Specifically, it’s adding something it’s calling “dynamic art,” or art that adapts to the current environment. The art will change based on factors like the time of day, temperature, weather and more. Initially, Amazon is working with contemporary artist Samuel Stubblefield to create the dynamic art package.
“We want to make smart TVs that are actually smart. That means things like bringing together content usefully…but we also want them to be beautiful and useful throughout more parts of the day and infused with ambient intelligence to make them more powerful for customers,” noted Daniel Rausch, VP of Entertainment Devices & Services at Amazon, in a conversation about the new Fire TV products.
Image Credits: Amazon (Fire TV Omni QLED Series)
These newly added QLED models will become available for preorder today and ship on May 11. The 43″ will be $449.99; the 50″ is $529.99; and the 55″ is $599.99.
Amazon is also now introducing a new line of more affordable Fire TVs, dubbed the Fire TV 2-Series, which slots in below the existing QLED and 4-Series. These will ship in two models to start: 32-inch ($199.99) and 40-inch ($249.99) options in HD. The 2-Series lineup supports HDR 10, HLG and Dolby Digital Audio and comes with an Alexa Voice remote.
Image Credits: Amazon (Fire TV 2-Series)
These models can be ordered now and start shipping today.
In addition, Amazon says it will now begin to ship its Omni QLED Series, 4-Series and new 2-Series in the U.K., Germany and Mexico for the first time.
Rausch says the company has now sold more than 200 million Fire TV devices worldwide, including TVs and media players, and has shipped over 260 Fire TV models with its partners, like TCL, Hisense, Yamada, Xiaomi and others. As TV sets themselves become more powerful, many consumers are now opting to buy a TV with Fire TV baked in, rather than as a streaming player add-on. This has resulted in TVs becoming the fastest-growing part of the Fire TV business, he notes.
Image Credits: Amazon (Luna)
Alongside the TV expansion, the company will also bring its Luna cloud gaming service to new markets outside the U.S. for the first time.
Designed to work with Fire TV, Luna offers Prime customers a rotating selection of monthly games that can be streamed and played using a Bluetooth controller like Amazon’s Luna Controller, or even with a smartphone through a companion app.
Luna customers can optionally choose to subscribe to premium packages, like Luna+, Ubisoft+ and Jackbox Games. Luna+ includes a broad selection of games like action, adventure, platformer, indie, shooter, racing and classic games for $9.99 per month. The Ubisoft+ subscription, meanwhile, features top titles and fan favorites like Assassin’s Creed and Far Cry for $17.99 per month. And Jackbox Games offers a party gaming set for $4.99 per month.
The service has been generally available in the U.S. for over a year and is now coming to the U.K., Germany and Canada, Amazon says, which will allow it to reach some of the new Fire TV markets.

Roku unveils its first-ever TVs designed and built by the company

Amazon isn’t alone in targeting consumers with TVs running its own OS — rival Roku in January revealed its first-ever TVs designed and built by the company. But neither effort is meant to preclude the companies from working with partners — it’s more of a way to demonstrate what’s possible from the company’s own software and specs while generating additional revenue from hardware sales.
Amazon expands Fire TV lineup with more QLED models, entry-level 2-Series TVs and new markets by Sarah Perez originally published on TechCrunch
Amazon expands Fire TV lineup with more QLED models, entry-level 2-Series TVs and new markets

Camera maker Canon leans into software at CES

Depending on whether you spend most of your time in hospitals, offices or in the great outdoors, when you hear “Canon,” your mind will likely go to medical scanning equipment, high-end printers or cameras. At CES this year, the 85-year-old company is leaning in a new direction, with an interesting focus on software applications.
At the show, the imaging giant showed off a direction it has been hinting at before, but this time relying far less on its own hardware, and more on the software the company has developed, in part as a response to the COVID-19 pandemic casting a shadow over people’s ability to connect. To the chorus of “meaningful communication” and “powerful collaboration,” the Japanese imaging giant appears to be plotting out a new course for what’s next.

I guess you can (officially) use your fancy Canon camera as a webcam studio now

“Canon is creating ground-breaking solutions that help people connect in more ways than we ever could have imagined, redefining how they work and live at a time when many of them are embracing a hybrid lifestyle,» said Kazuto Ogawa, president and CEO, Canon U.S.A., Inc, in a press briefing at CES 2023. “Canon’s ultimate role is to bring people closer together by revealing endless opportunities for creators. Under our theme of ‘Limitless Is More,’ we will show CES 2023 attendees what we are creating as a company focused on innovation and a world without limits.”
Among other things, Canon showed off a somewhat gimmicky immersive experience tied in with M. Night Shyamalan’s upcoming thriller movie, “Knock at the Cabin.” The very Shyamalanesque movie trailer will give you a taster of the vibe. At the heart of things, however, Canon is tapping into a base desire in humanity; to feel connected to one another. The company is desperate to show off how its solutions can “remove the limits humanity faces to create more meaningful communication,” through four technologies it is showing off at the trade show this year.
Canon U.S.A. CEO Kevin Ogawa on stage at CES 2023 along with M. Night Shyamalan. Image Credits: Haje Kamps/TechCrunch
3D calling: Kokomo
The flagship solution Canon is showing off is Kokomo, which the company describes as a first-of-its-kind immersive VR software package. It is designed to combine VR with an immersive calling experience. The solution is pretty elegant: Using a VR headset and a smartphone, the Kokomo software enables users to see and hear one another in real time with their live appearance and expression in a photo-real environment.
The Kokomo solution brings 3D video calling to a home near you. Image Credits: Canon
In effect, the software package scans your face to learn what you look like, then turns you into a photo-realistic avatar. The person you are in a call with can see you — sans VR headset — showing your physical appearance and facial expressions. The effect is to experience a 3D video call. At the show, Canon is demoing the tech by letting visitors step into a 1×1 conversation with the “Knock at the Cabin” characters.
We spoke with the team behind Kokomo to figure out how the project came about, why Canon is dipping its toe in standalone software, what the future of this technology is, and how it is going to make money.

With Kokomo VR meeting software, Canon takes a step away from its hardware roots

Realtime 3D video: Free Viewpoint
Aimed at the sports market, Free Viewpoint is a solution that combines more than 100 high-end cameras with a cloud-based solution that makes it possible to move a virtual camera to any location. The software takes all the video feeds, creating a point-cloud-based 3D model that enables a virtual camera operator to create a number of angles that would otherwise have been impossible: Drone-like replay footage, swooping into the action, for example, or detailed in-the-thick-of-things-type footage, enabling viewers to see plays from the virtual perspective of one of the players.
In the U.S., the system has already been installed at two NBA arenas (including at the home of the Cavaliers and the Nets). The video can be broadcast live or compiled into replay clips. Canon also points out that the system enables “virtual advertising and other opportunities for monetization,” so I suppose we have that to look forward to as well.

Canon takes tentative step towards eliminating photographers with robotic PICK camera

Returning to the “Knock at the Cabin” theme, at CES, Canon showed off a virtual action scene captured with the Free Viewpoint video system, captured at Canon’s Volumetric Video Studio in Kawasaki, Japan. The effect of watching an action scene “through the eyes” of various characters was a wonderfully immersive experience.
Augmented reality tech: MREAL
Canon also showed off some earlier-stage tech that isn’t quite ready for prime-time viewing yet, including MREAL. This is tech that helps integrated simulation-like immersive worlds, merging the real and the virtual worlds. Use cases might include pre-visualization for movies, training scenarios and interactive mixed-reality entertainment. The company tells TechCrunch that the technology is in the market research phase.
The company is trying to figure out what to develop further and how to market the product. In other words: Who would use this, what would they use it for and what would they be willing to pay for it.

Augmented reality’s half-decade of stagnation

Remote presence: AMLOS
Activate My Line of Sight (AMLOS) is what Canon is calling its solution for hybrid meeting environments, where some participants are in person, while others are off-site. If you’ve ever been in a meeting in that configuration, you’ll often find that attending remotely is a deeply frustrating experience, as the in-person meeting participants are engaging with each other while the remote attendees are off on a screen somewhere.
Canon hopes that AMLOS can help solve that; it’s a software-and-camera set of products aiming to improve the level of engagement. It adds panning, tilting and zooming capabilities to remote camera systems, giving remote users the ability to customize their viewing and participation experience. So far, the solution is not quite intuitive enough to overcome the barrier of not being in the room, but it’s certainly better than being a disembodied wall of heads on a screen.

Camera maker Canon leans into software at CES by Haje Jan Kamps originally published on TechCrunch
Camera maker Canon leans into software at CES

Roku drops ~19% as it braces for a bumpy fourth quarter

As advertisers pull back on spending and supply chain disruptions persist, investors have braced themselves for an unpleasant quarter for Roku. And investors are probably right to be worried.
Roku released its fiscal third-quarter earnings results on Wednesday, revealing that it is still experiencing slow growth in revenue in a continuously challenging environment. The company also warned investors of a weak fourth quarter, telling shareholders it expects total net revenue of about $800 million, or a 7.5% decline year over year. Roku shares dropped nearly 19% in after-hours trading once investors saw the fourth-quarter guidance.
“As we enter the holiday season, we expect the macro environment to further pressure consumer discretionary spend and degrade advertising budgets, especially in the TV scatter market. We expect these conditions to be temporary, but it is difficult to predict when they will stabilize or rebound. We, therefore, anticipate Q4 Player revenue and Platform revenue to be lower year over year,” the company wrote in its letter to shareholders.
And while Roku reported a total net revenue that beat expectations, the results are still much lower than in the past. Roku noted that its total revenue grew 12% year over year to $761 million, above its own expectation of $700 million. Analysts predicted Roku’s total revenue to reach $696 million this quarter.
“Platform revenue grew 15% year over year, which was lower than our historical growth rates but positive given the difficult macro environment. Advertising spend on our platform continues to grow more slowly than our beginning-of-year forecast due to current weakness in the overall TV ad market, and the ad scatter market in particular,” the company said.

Roku points finger at advertising slowdown for missing the mark on quarterly results

Roku missed revenue expectations last quarter and reported a total net revenue of $764 million, which was $41 million less than Wall Street’s expectations. The company blamed the slowdown in TV ad spending for missing the mark.
Meanwhile, the company also reported a net addition of 2.3 million incremental active accounts in Q3, bringing the total to 65.4 million, up from 61.3 million active accounts in the second quarter. Roku also had total streaming hours of 21.9 billion, up 1.1 billion from last quarter.
Its free streaming service, The Roku Channel, saw a jump in streaming hours of 90% year-over-year.
Roku continues to invest in The Roku Channel. Just this past month, the company launched the streaming service in Mexico, which marked a significant move for the service. Previously, The Roku Channel was only available in the U.S., the U.K. and Canada.
The Roku Channel also launched 14 new linear channels through its Live TV Guide and added Paramount+ as a new premium subscription option.
Roku tries to be smart(er)
Roku made a bold move last month by stepping into the connected home space with the launch of various smart home devices. The Roku Smart Home lineup includes security cameras, video doorbells, smart lights and voice-enabled smart plugs.
With Google and Amazon already in the smart home market, it’s likely Roku doesn’t anticipate becoming the first choice for consumers. Still, it makes sense for the company to monetize the smart home experience to the many consumers that already have Roku smart TVs in their homes.
During a conference call with reporters, Roku chief financial officer Steve Louden said: “Expanding into the smart home ecosystem is a natural extension for Roku. Obviously, we’re a leading TV streaming platform, and smart TV is usually at the center of someone’s smart household. It’s a good extension to leverage our existing 65 million active accounts.”
The company added in its letter that it’s still “early days,” but Roku has the “necessary technology and expertise in hardware, software, and connectivity to deliver a smart home ecosystem that is simple, powerful, and delightful.”
Roku also recently launched the 2022 version of the Roku Express streaming player, a Roku Wireless Bass, as well as its software update, Roku OS 11.5, which includes new features like a universal watch list, a “continue watching” feature and a discovery hub that features short-form content.

Roku dives into smart home market with security cameras, video doorbells, smart lights and more

Roku drops ~19% as it braces for a bumpy fourth quarter by Lauren Forristal originally published on TechCrunch
Roku drops ~19% as it braces for a bumpy fourth quarter