Hi there! My name is Janko Roettgers, and this is Lowpass. This week: A Telly scoop, and Ted Sarandos on whether YouTube is TV or not.

Leaked Telly data reveals small user base, high breakage rate

When free TV startup Telly came out of stealth in 2023, it did so with big promises: Company executives told the media at the time that Telly would ship 500,000 units of its unique TV set, which incorporates a second screen for ads and widgets, before the end of the year.

"Shipping 500,000 TVs [...] that's not going to be a problem," chief strategy officer Dallas Lawrence told Stream TV Insider in May of 2023. Two months later, Telly executives told the same outlet that the company was going to ship “millions more” in 2024.

Two years later, the company was still far from reaching that goal. In a Q3 update sent to investors in November 2025 that I was able to review, Telly revealed that it had just 35,000 TV sets in people’s homes. Telly ended the prior quarter with 28,000 TVs in the field, according to the same note.

The startup did suggest that it was about to significantly ramp up deliveries, and order another 100,000 TVs from its hardware supplier, Foxconn. 

Telly declined to comment on the record on specifics included in its investor update when contacted for this story.

Telly’s promise is a simple one: Consumers will get a free TV in exchange for watching ads displayed on the device’s second screen. That secondary screen, positioned under the TV’s soundbar, also displays widgets with sports scores, news headlines, and even minigames. Telly TVs also come with their own voice assistant and have an integrated camera for video calls and motion games.