Roku: The Vertically Integrated Streaming Company


  • Roku dominates the connected TV market with a 53% US market share of connected TV devices.
  • Roku’s flywheel effect creates positive feedback loops among users, content providers, advertisers, and device manufacturers, giving it a competitive advantage.
  • Roku’s streaming hours have reached a critical mass, leading to a positive revenue trend and potential for further growth.

The Roku App Ahead Of Earnings Figures

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The traditional TV industry is dominated by few companies like Comcast, Disney and Paramount that own the entire value chain, from production to distribution to exhibition. These media giants control a large share of the traditional media

Analyst’s Disclosure: I/we have a beneficial long position in the shares of ROKU either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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