In case you missed it last week, Google announced its new TV service in Kansas City based on a gigabit, fiber-to-the-home network. Leaving aside the broadband component of the offering for this post, the new Google Fiber TV service relies on all-IP delivery (a la AT&T’s U-verse) and high-speed residential connections (a la Verizon’s FiOS) to package up TV in a new Internet-style fashion. Wi-Fi access, Netflix and YouTube are built right in. Everything is searchable (linear, on-demand, app content, etc.) and placeshift-able. And Google is already working on features like a button that lets you “plus one” a show, and the ability to let you tune to a new station from your social stream.
On the gadgety goodness front, Google is proffering a slim DVR Storage Box with two terabytes of storage, even slimmer client TV Boxes with Wi-Fi access points included, and a free (for now) Nexus 7 tablet with remote control application. Brent Evans (aka geektonic) notes that part of the old Sage TV team is also behind the Google DVR, which bodes well for its performance.
Google’s content deals fall squarely in the fair to middling range. The company has negotiated licensing (so far) with nearly all of the broadcast networks and several cable channels like Nickelodeon, Showtime and Discovery, but there’s no Fox, Disney or ESPN, which would be a deal-breaker in my house.
All of which leads me to where Google is headed with Fiber TV. After watching the cable market for years, and recent broadband build-out activity, I can make a few wild guesses… some of which may even turn out to be right.
Prediction #1: Google TV is not about TV