Particle.news
Download on the App Store
4 ARTICLES
·
last wk.

Telly Had Only 35,000 Free TVs in Homes by Last Fall, Investor Update Shows

Internal figures point to costly logistics setbacks alongside unusually high per‑device ad yield.

Image
Image

Overview

  • In a Q3 update reviewed in November 2025, Telly reported 35,000 TVs installed, up from 28,000 the prior quarter.
  • Telly had touted shipping 500,000 units in 2023 with “millions more” in 2024 after announcing 250,000 preorders in June 2023, highlighting a sizable gap with outcomes.
  • The investor note said 10 percent of sets shipped via FedEx arrived broken, and damage rates fell after moving to a new logistics partner identified on Reddit as RXO.
  • The company recently raised two debt rounds totaling $350 million to support its model of giving away TVs that include a dedicated ad screen, widgets, a voice assistant, and a camera.
  • Annualized revenue reached $22 million in Q3 2025, implying more than $50 in ad revenue per TV each month and exceeding Roku’s last reported 2024 ARPU.