Seeking Alpha

Amazon unveils Fire TV set-top

  • Amazon's (AMZN +0.2%) Fire TV set-top (live blog) is a small, rectangular box sporting a quad-core CPU, 2GB of RAM, and a dual-band Wi-Fi radio. As expected, the device supports both Amazon's media content and a variety of 3rd-party sources (inc. Netflix, YouTube, Hulu Plus, and WatchESPN).
  • Amazon asserts the Fire TV's CPU leads it to exhibit far less lag than Apple TV, and that its UI makes searching for content far easier. Voice search is supported, as is a feature called "ASAP," which attempts to predict which shows a user will want to watch.
  • The event is ongoing. Amazon hasn't yet announced any gaming features (previous), but it has shown a UI screenshot that reveals a "Games" menu.
Comments (24)
  • JYX
    , contributor
    Comments (14) | Send Message
     
    amd apu?
    2 Apr, 11:33 AM Reply Like
  • Paulo Santos
    , contributor
    Comments (17737) | Send Message
     
    Nope, probably Qualcomm Snapdragon 800.
    2 Apr, 12:44 PM Reply Like
  • SivBum
    , contributor
    Comments (1569) | Send Message
     
    How much ??? we already have plenty of choices. It is down to price and ease in setup.
    2 Apr, 11:43 AM Reply Like
  • Paulo Santos
    , contributor
    Comments (17737) | Send Message
     
    $99 ...
    2 Apr, 12:44 PM Reply Like
  • sam050787
    , contributor
    Comments (6) | Send Message
     
    can it support desktop sharing over wifi? apple tv can at least with apple product
    2 Apr, 01:51 PM Reply Like
  • GM1
    , contributor
    Comments (3) | Send Message
     
    99$= Winner
    3 Apr, 03:37 AM Reply Like
  • Budavar
    , contributor
    Comments (1387) | Send Message
     
    Are we getting a lot of smoke + mirrors =
    translation =
    aenemic profits + no dividends?
    2 Apr, 11:56 AM Reply Like
  • Stephen Aniston
    , contributor
    Comments (2220) | Send Message
     
    I believe it is snapdragon.
    2 Apr, 11:58 AM Reply Like
  • Tales From The Future
    , contributor
    Comments (4018) | Send Message
     
    Live coverage here: http://bit.ly/1ihV1BU

     

    This will also be a competitor for Nintendo and other casual game machines (even if less powerful). Nicely priced at $99, I expect a similar refresh from Apple soon.
    2 Apr, 12:00 PM Reply Like
  • Tales From The Future
    , contributor
    Comments (4018) | Send Message
     
    "Nicely priced at $99"

     

    Addendum: This was of course talking from a consumer perspective.

     

    AMZN will again barely break even considering the AAPL TV costs about $65 in bill of materials and has less powerful ingredients than the AMZN box.

     

    Obviously AMZN hopes (as with most of its hardware) for a "razor and blades" business model to suck in people into their ecosystem and sell them content and services for a long time.
    2 Apr, 02:05 PM Reply Like
  • Paulo Santos
    , contributor
    Comments (17737) | Send Message
     
    AMZN launches this simply because its best sellers' list has a lot of streaming devices in it (Chromecast, Roku, Apple TV ...)

     

    Ah, it doesn't have Netflix yet ... it will have it, later.
    2 Apr, 12:45 PM Reply Like
  • Alan1967
    , contributor
    Comments (208) | Send Message
     
    > Ah, it doesn't have Netflix yet ... it will have it, later.

     

    Or could this be setting up to be a NetFlix competitor? Amazon with AWS has the capacity to replicate NetFlix.
    2 Apr, 12:53 PM Reply Like
  • Paulo Santos
    , contributor
    Comments (17737) | Send Message
     
    Anyone can replicate Netflix. AMZN already competes with Netflix. This isn't going to change that much (since both AMZN and Netflix are available in hundreds of other devices).
    2 Apr, 01:03 PM Reply Like
  • PSound
    , contributor
    Comments (225) | Send Message
     
    "Anyone can replicate Netflix."

     

    Sure. All they need is 40 million paying subs to offset the content costs, or be willing to sink billions of dollars into content and hope they can undercut Netflix in cost, improve on the Netflix interface, do a better job than Netflix at predicting relevant content for users, and turn a profit in a reasonable amount of time to justify it being a good business decision.

     

    Like you said... Anyone can do that.
    2 Apr, 03:23 PM Reply Like
  • Paulo Santos
    , contributor
    Comments (17737) | Send Message
     
    Well, anyone being able to do it doesn't mean anyone would see the point in doing it.
    2 Apr, 03:32 PM Reply Like
  • dgulick
    , contributor
    Comments (1348) | Send Message
     
    http://amzn.to/1i2D9cV

     

    Looks like it has NFLX and P and a lot more (scroll down to "What's on Amazon FireTV?")
    2 Apr, 04:12 PM Reply Like
  • Paulo Santos
    , contributor
    Comments (17737) | Send Message
     
    Nope, not at the start, that's slightly misleading - it will have them, but not right away.
    2 Apr, 04:40 PM Reply Like
  • PSound
    , contributor
    Comments (225) | Send Message
     
    With enough money anything can be replicated.

     

    In business, saying someone can replicate a business model generally implies the ability to grow and compete.

     

    What you meant to say is that replicating Netflix would be very difficult and a massive risk for any business actually attempting to duplicate their subscriber base and content mix.
    2 Apr, 08:31 PM Reply Like
  • bd4uandu
    , contributor
    Comments (1797) | Send Message
     
    Now if there was just something decent to watch...
    2 Apr, 02:09 PM Reply Like
  • Alfa164ls
    , contributor
    Comments (16) | Send Message
     
    Amazon Fire TV...YAWN
    2 Apr, 04:29 PM Reply Like
  • alkmaar
    , contributor
    Comments (30) | Send Message
     
    Moore's law: After 18 months, it's a piece of trash.
    3 Apr, 01:07 AM Reply Like
  • GM1
    , contributor
    Comments (3) | Send Message
     
    99$ win!!!
    3 Apr, 01:43 AM Reply Like
  • GM1
    , contributor
    Comments (3) | Send Message
     
    if they can keep it at 99$ it will be a huge success
    3 Apr, 01:44 AM Reply Like
  • mrbubble597
    , contributor
    Comments (16) | Send Message
     
    Bought one this morning and will be moving the Roku3 to the bedroom. We're cord cutters and chose this because it has everything we use (NFLX/AMZN/P) and is compatible with our AV receiver for 5.1 surround, where the Roku is not. (Others would be but ours doesn't support audio over HDMI so optical cable is involved which FTV supports and Roku doesn't.) My research indicates we'll be happy with it. I believe we can upload music to the cloud and listen through our surround receiver. Not an AMZN investor, just a customer.
    6 Apr, 01:32 PM Reply Like
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