Providing Market Intelligence for 40 Years

In The News

No, Apple's licensing of iTunes & AirPlay 2 isn't a 'strategy reversal' in any way

That claim cited research by Parks Associates, which actually showed that Apple TV's share by installed base was not drying up and blowing away as Mims portrayed, but was actually better than Google's and far ahead of Sony or Tivo.

It also stated that consumers rated Apple TV highly in setup, usability, gaming, and for purchasing content. It also noted that almost half of smart TV owners also used a streaming media player and that they used their media player much more frequently than their TV's built-in services. Yet Mims was so desperate to take swipes at Apple that he fudged the findings of that research. None of those facts fit his narrative of the "failing Apple TV that nobody uses," so he left them out.  

From the article "No, Apple's licensing of iTunes & AirPlay 2 isn't a 'strategy reversal' in any way" by Daniel Erin Dilger.

Previously In The News

Roku Stock Retreats After Device Maker’s Roaring IPO

The scrappy independent streaming-platform developer has been able to beat Goliaths in the tech biz. Roku had 37% share of all streaming devices owned by U.S. broadband households in the first quarter...

Jeffrey Katzenberg’s Quibi Is Ready to Launch, but Will Viewers Bite?

There’s no doubt people will check out Quibi, particularly with stay-at-home directives set to run through the end of April. “America right now is a captive audience starved for something to do,” says...

Apple’s Video Streaming Plans: Key Open Questions

There were 221 active over-the-top (OTT) services in the US in 2018, up from 199 in 2017, per Parks Associates. And this figure is slated to increase as Disney, WarnerMedia, NBCUniversal, launch their...

Has the Pullback of Roku Stock Created an Opportunity?

Even with the recent decline of Roku stock price, the shares are still not cheap, as they have a trailing price-sales multiple of 10.75. But then again, Roku stock deserves a premium, given the compan...