Q2 2019 State of Streaming TV

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Hopefully this report helps make an informed decision on ROKU.

Conviva is a company that runs an AI Platform that collects and analyzes world wide streaming data. Their customers include most of the major publishers in connected media.

The Q2 2019 State of Streaming TV has the breakdown of streaming hours by medium and device.

The fine print.

Conviva is the real-time decisioning platform for optimized streaming media. More than 250 industry leaders across 5 continents – including CBS, DAZN, HBO, Hulu, PlayStationTMVue, Sky, Sling TV, Turner, and Univision – rely on Conviva to maximize their consumer engagement, deliver the quality experiences viewers expect, and drive revenue growth. Conviva’s data is collected using proprietary sensor technology, which is embedded directly within streaming video applications and currently measures 1 trillion data events per day via 3 billion applications streaming on devices in 180 countries.

https://storage.pardot.com/282232/147825/Q2_2019_Report_Info…

Key takeaways. Prior quarterly reports are available for comparison on their website.

Connected TV (streaming players, TV OS) streams 55% and increasing of content. Mobile 23%, PC 14%.

Within Connected TV ROKU streams 43% and increasing of streaming hours. Amazon Fire is #2 at 18% and steady. Samsung TV OS is 1%.

Hope the information is helpful.

Darth

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Within Connected TV ROKU streams 43% and increasing of streaming hours. Amazon Fire is #2 at 18% and steady. Samsung TV OS is 1%.

One other point about Roku is how you can search for shows across different providers. It will search Netflix, Prime, HBO, Showtime, ESPN, NBC, CBS, ABC, etc, etc. for the show you’re looking for. For example, if you searched for “Game of Thrones” on Amazon Prime, you wouldn’t have found it. But if you searched for it on your Roku TV, it would have instantly told you what time GOT would be on HBO.

Similarly, if you search for an old show like “Parks and Recreation”, it will tell you the 4 different content providers that have syndicated it, and you can watch the show that is on the soonest.

So Roku is a neutral search portal for TVs and movies, and could become the #1 such portal. As shown by Google’s success, advertisers love dominant search portals.

Roku is clearly after the advertising dollars of the cord cutter era, which is projected to double to $20B next year. TTD is also in this market, but offers a different product - a neutral analytics platform that helps advertisers target which channels to place their ads on. Roku, on the other hand, takes a cut of all ads that are shown on it.

I see both companies dominating their niches.

Ron

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