Walmart, Vizio Deal Seen Having Strategic Merits For Both Sides

A deal between Walmart and smart television-manufacturer Vizio has strategic merits for both sides, say JPMorgan analysts Cory Carpenter and Christopher Horvers in a research note. WSJ on Tuesday reported the retail giant is in talks to buy Vizio for more than $2 billion, a move that would give Walmart more places where it can sell ads and pitch shoppers on goods. The analysts say the deal could accelerate Vizio’s SmartCast scale as it could switch Walmart’s house TV brand from Roku’s operating system to Vizio’s. Vizio’s SmartCast operating system could also accelerate Walmart’s push into alternative revenue streams, specifically advertising.

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