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Wednesday, October 23, 2019

Roku Bolsters Its Strongest Business With a $150 Million Acquisition

The bears once believed Roku's hardware business would be crushed by rivals like Alphabet's Google Chromecast, Amazon's (NASDAQ:AMZN) Fire TV, and Apple TV. Yet Roku consistently remains the most popular streaming device maker in the U.S., according to Parks Associates' latest numbers.

Between the first quarters of 2017 and 2019, Roku's domestic share of streaming devices rose from 37% to 39%, while its closest rival, Amazon, grew its share from 24% to 30%. However, the gros ...read more

Wednesday, October 16, 2019

Roku Is a Must-Have for New Streaming Services

It's no surprise to see Apple TV+ coming to Roku. The Roku platform dominates the U.S. market, powering 41 million over-the-top devices and smart TVs, trouncing its next closest competitor with 36% greater market share. Furthermore, Parks Associates estimates that Roku boasts 39% of the total U.S. streaming media player market.

From the article "Roku Is a Must-Have for New Streaming Services" by Daniel Sparks.

Friday, October 04, 2019

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 ...read more

Thursday, October 03, 2019

Where Will Streaming Subscription Budgets Come From?

The streaming video industry isn't quite the same as streaming music. But as more content becomes available on streaming platforms, the less content people will take from digital downloads.

Here's the rub. Digital download and rental sales have already fallen off the cliff. Self-reported rental and download spend in the U.S. has been cut in half since 2012, according to Parks Associates. The average consumer claims to spend only a couple of bucks a month on downloads.

So ...read more

Friday, September 06, 2019

Amazon Ramps Up Its Efforts to Contain Roku's Growth

Roku (NASDAQ:ROKU) and Amazon (NASDAQ:AMZN) controlled 69% of the US streaming device market in the first quarter of 2019, according to Parks Associates. Between the first quarters of 2017 and 2019, Roku's share rose from 37% to 39%, while Amazon's share climbed from 24% to 30%.
Roku's resilience allayed fears that Amazon's new Fire TV set-top boxes and Fire TVs would throttle its growth. However, Amazon recently introduced a wide range of new Fire TV devices -- including a ne ...read more

Wednesday, August 21, 2019

Netflix's U.S. Market Share Slips as Competition Looms

Amazon.com enjoys the No. 2 spot, with 52.9% share of U.S. viewers for its Prime Video service, which reaches an estimated 96.5 million people. AT&T comes in No. 4, with 23.1 million viewers using its HBO Now service. The forthcoming HBO Max, which is expected to cost more but include even more content than HBO Now, is on track to launch in early 2020.

Viewer figures differ from subscriber metrics because many households share a single subscription among multiple users. Many ...read more

Tuesday, August 13, 2019

Is Roku a Better Streaming Play Than Netflix?

Roku is still the streaming-device leader, controlling an estimated 39% share of the market, according to Parks Associates. Amazon.com's Fire TV is the current runner-up, with about 30%.
Roku augmented its streaming-device strategy by developing an operating system (OS) custom-designed for connected TVs -- rather than using a modified mobile device OS -- and partnering with a growing number of manufacturers that use the system in their devices. It recently reported that more t ...read more

Monday, August 12, 2019

Roku Stock: After Soaring 330% in 2019, Is It a Buy, Sell, or Hold?

Meanwhile, Roku's dominance is more evident than ever, with the company's devices accounting for 39% of the U.S. streaming media player installed base, according to estimates by Parks Associates. With such significant market share, Needham analyst Laura Martin said in a note to clients this week that it would be "impossible" to launch a new streaming service successfully without distribution through Roku's platform.

From the article "Roku Stock: After Soaring 330% in 2019, I ...read more

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