A board-level case for telcos to pivot from subsidising set-top boxes to financing operator-branded, edge-AI TVs — and from channel ARPU to household lifetime value. Built around the rise of cognitive television (2026-2036), the paper argues for a pan-European consortium of PSBs, telcos, OEMs and adtech players around an open Agentic TV standard. It maps how fibre, in-device AI and operator-owned UIs become a multi-billion-euro growth engine, why hyperscaler-controlled screens put European sovereignty at risk, and how RedSquid's stack plus partners like Glow, DAD and Sharp make this actionable in the next twelve months.

PDFs are not available on this page. Submit a request on the resources page and we will email you a private access link.