My nicest tv is a sony which has their own android tv o/s, plus that is the tv with my comcast box and comcast has an app page now. So on my best tv, there is no point to having roku…netlfix amazon youtube and hulu are all available.
So all 5 tvs, whether via roku or sony/comcast o/s, can all load amazon video which also has ability to easily turn on premium subscriptions like hbo or showtime or cbs (for star trek).
A good tv preloaded o/s is ideal, imo.
This is exactly what Roku provides, a good preloaded o/s. I think by focusing on why you personally don’t need Roku, you are missing the forest for the trees. The market opportunity in CTV is huge, they don’t need to capture the whole market. They are the market leader, so clearly many people like the Roku O/S. I personally have only one TV, and it has Roku built in. I picked it specifically when I bought it due to all the positive reviews and prior bad experiences using the Samsung O/S, etc.
One concern I did see was with management. Going through the conference call I noticed we seemed to get more input from the CFO than the CEO. I also looked at Glass Door reviews which had a 65% approval rating of the CEO. Not great. And lots of reviews saying the company culture is terrible, bad management, etc. Not uncommon to see on Glass Door, former employees complaining. Something to keep an eye on, though.
Jeff Green said CTV is the biggest opportunity they’ve ever seen and probably ever will see. With Roku you have the opportunity to invest in the market leading platform, which provides many opportunities for monetization. In a huge TAM. This is clearly evidenced in their outstanding platform revenue growth. 86% off a sizable base.
There is plenty of pie for Amazon, Sony, Samsung, and Roku. And Roku is winning. Unlike mammoth Amazon et al, Roku is a more modest ~$14 Billion company, and doesn’t need to take over the world to be a great investment. I can certainly see it becoming a $50 plus Billion company in a few years as CTV really takes over. That’s the way I see it anyway.
Kyle