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Amazon and Roku Are Becoming a Duopoly in Connected TV

Amazon and Roku account for nearly 70% of installed streaming devices in the United States, according to Parks Associates. Roku still owns a healthy lead over Amazon in terms of installment base and users in the U.S., one eMarketer says will persist.

As their combined growth continues to outpace that of the rest of the industry, the two are creating a duopoly in streaming similar to the duopoly that Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google and Facebook (NASDAQ:FB) have in digital advertising. Even in that industry, though, the two leaders combine for just about 60% of the market. Amazon and Roku's combined dominance has the potential to be much stronger.

A duopoly has big implications for both media companies and advertisers as more money flows into streaming.

From the article "Amazon and Roku Are Becoming a Duopoly in Connected TV" by Adam Levy.

Previously In The News

For Apple TV, The Price Is The Problem

In late 2014, Amazon launched the Fire TV Stick for $40. Compared to the $100 Fire TV box that launched earlier that year, the Stick had significant performance hiccups, and the first version of its r...

Netflix saw subscribers drop post-lockdown. But Disney+ might not face the same fate

Like all streaming services, Disney+ saw strong growth during the pandemic but competitor Netflix reported losing subscribers last quarter. But Disney+ is cheaper than Netflix – an increasingly import...

Apple TV+ raises streaming subscription price to $7 per month

Apple’s share of the streaming device space shrank 3% year over year in the third quarter, when it captured 9% of the domestic market, according to Parks Associates. Comparatively, Roku and Fire T...

What's behind Netflix releasing viewing data? Flexing its muscles.

“Really it’s a chance for Netflix to set the standards and dialogue before the industry does or their competitors do,” said Paul Erickson, an analyst at Parks Associates. From the article "What's b...

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