Alphabet (GOOGL) is bringing its advanced AI technology, Gemini, to Google Assistant on third-party TVs. This upgrade, announced at the CES 2025 conference, will enhance the user experience with more natural voice commands, improved content search, and deeper YouTube integration.
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Importantly, users will be able to interact with the TV without repeating “Hey Google” before each command. Also, the company will equip Google TV devices with far-field microphones, allowing users to give voice commands without needing a remote control. Additionally, users will be able to access content stored on Google Photos.
It must be noted that these upgrades are expected to be available by the end of 2025 on popular smart TVs from Sony (SONY), Hisense, and TCL (TCLHF).
GOOGL Provides a Glimpse of “Always-On” Mode
At the conference, Google also offered a sneak peek at a new “always-on” mode for select TVs. This feature uses sensors to detect when a user is nearby and displays information that may be useful to them.
TCL will be the first manufacturer to offer this feature in late 2025, followed by Hisense in 2026.
Here’s How These Upgrades Would Benefit Alphabet
Bringing Gemini to third-party TVs is expected to offer several advantages to Alphabet. One of the key benefits is the ability to collect data on user preferences and behaviors from a wider range of devices. This data can be used to improve AI algorithms, enhance product offerings, and develop new features.
In addition, integrating advanced AI offerings on third-party TVs can help Alphabet expand its market presence by entering into deals with TV manufacturers. Also, these efforts can bolster the company’s position in the competitive TV operating system market, which includes rivals like Samsung (SSNLF), Amazon (AMZN), and Roku (ROKU).
Is GOOGL a Buy, Hold, or Sell?
Turning to Wall Street, GOOGL has a Strong Buy consensus rating based on 24 Buys and seven Holds assigned in the last three months. At $212.93, the average Alphabet price target implies 8.16% upside potential.
