Time Warner Cable (NYSE: TWC) is talking to Apple (Nasdaq: AAPL), Microsoft (Nasdaq: MSFT) and Samsung about streaming video deals similar to its pact with Roku, CEO Glenn Britt said Tuesday at an investor conference in London.
In March, Time Warner Cable launched its TWC TV app on Roku's Internet video devices, allowing subscribers to stream about 300 cable channels. "You should assume we're talking to everyone who makes devices like this, whether it's Samsung smart TVs, Apple, Microsoft," Britt said at the Bank of America Merrill Lynch Global Telecom and Media conference. Britt's remarks suggest Time Warner Cable may eventually offer the TWC TV app through the Apple TV set-top and Microsoft's new Xbox One gaming console, which will debut later this year.
Time Warner Cable is expected to use new home video gateways that it is currently testing in employee homes to deliver IP video to consumer electronics devices using Wi-Fi or a hardwired MoCA (Multimedia over Coax Alliance) connection. "If you have an IP device, or potentially a smart TV, you can receive those signals directly without using an additional set-top," Britt said.
Britt is one of the few cable MSO executives to embrace the idea of letting subscribers navigate cable programming through interfaces running on devices like a Roku set-top or a Samsung smart TV. "I'm sort of on the radical fringe of our industry. A lot of people think you [should] control consumers by forcing them to use your interface," Britt said.
Time Warner Cable and Comcast (Nasdaq: CMCSA) announced deals with Samsung in 2011 to deliver cable programming to connected TVs and tablet computers, enabling cable subscribers to view programming without traditional set-top boxes. But the MSOs haven't yet launched apps on Samsung's line of connected TVs.
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