Last August, Parks Associates reported that Roku controlled 37% of the streaming device market in the U.S., while Amazon, Google, and Apple held shares of 24%, 18%, and 15%, respectively. All three of those companies can also afford to take losses on their streaming devices to expand their ecosystems -- a luxury Roku can't afford.
From the article "Roku Plunges: 3 Reasons to Buy, 4 Reasons to Sell" by Leo Sun.
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Elizabeth Parks, president and chief marketing officer of Park Associates, said Disney’s biggest risk in the short-term is potentially losing advertisers, but large-scale subscriber losses for Disney+...