Telly, the ad-supported TV startup, faces challenges in fulfilling its initial shipment goals, having only deployed 35,000 of its "free" TVs by Q3 2025, significantly below the projected 500,000 units by summer 2023. Despite claiming a $1,000 value per TV and plans to ship millions in 2024, the company's slow rollout, as revealed in an investor note, may impact its ad revenue model and market position, though a planned order of 100,000 TVs from Foxconn suggests potential delivery increases. The company's business model relies on user data collection and constant ad display, raising questions about consumer acceptance and long-term viability.
Telly, the ad-supported TV startup, faces challenges in fulfilling its initial shipment goals, having only deployed 35,000 of its "free" TVs by Q3 2025, significantly below the projected 500,000 units by summer 2023. Despite claiming a $1,000 value per TV and plans to ship millions in 2024, the company's slow rollout, as revealed in an investor note, may impact its ad revenue model and market position, though a planned order of 100,000 TVs from Foxconn suggests potential delivery increases. The company's business model relies on user data collection and constant ad display, raising questions about consumer acceptance and long-term viability.