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SageTV HTPC software acquired by Google, next stop Google TV?

In what may be an interesting development for the future of Google TV, the folks at Mountain View have purchased SageTV.  The HTPC software has been doing its media center thing on multiple platforms since 2002 …

Engadget Richard Lawler

Context & Ripple Effects

Google's television ambitions have been building for years: the Android-for-TV set-top box concept floated back in November 2007 became a real product push when Google and hardware partners sought a television foothold in March 2010, and a major new Google TV release was already promised for later this year as recently as May 2011.

The confirmed purchase of SageTV — a media-center and DVR software maker operating across multiple platforms since 2002 — hands Google living-room media-management technology just ahead of that refresh. Speculation at the time framed the deal as SageTV's 'next stop' being folded into Google TV, though Google had not confirmed any integration plans.

First-order effects

  • SageTV's installed base of HTPC users faces uncertainty about the independent product's future, since the acquiring company's interest lies in the technology for Google TV rather than in maintaining a standalone Windows/Linux/Mac media center.
  • Google gains proven DVR and multi-platform media-center code in-house, giving the team behind this year's promised Google TV update an option beyond building that functionality from scratch.

Second-order effects

  • If SageTV's recording capabilities land in Google TV, the platform moves closer to replacing the cable-company set-top DVR — raising the stakes for pay-TV operators whose boxes Google's partners were already competing against.
  • Rival connected-TV efforts must now assume Google TV will bundle timeshifted-recording features that previously required separate HTPC hardware and software, squeezing standalone media-center vendors' value proposition.

Third-order effects

  • The acquisition signals Google building out a full living-room stack — search, apps, and now DVR-grade media handling — rather than staying a thin overlay on existing TV services, pointing toward vertically integrated TV platforms absorbing what used to be a distinct HTPC category.
  • For consumers, the long-run pattern suggests home media-server functions migrating from hobbyist PCs into consumer appliances controlled by large platforms, narrowing the space for independent media-center software.

The trend: Living-room computing is consolidating around vertically integrated platforms, with Google buying its way from search overlay to full media-center capability ahead of its 2011 Google TV refresh.