Read on Twitter
Some nice commentary from $ROKU's CFO Steve Louden at RBC's investor conference today. https://seekingalpha.com/article/4389825-roku-inc-roku-management-presents-rbc-capital-markets-global-technology-internet-media
OEM relations & international market expansion.
-#1 TV operating system in U.S. and Canada
-Working with several OEMs, non-exclusive strategy
-Launched Roku TV in Brazil, UK, gaining share in Canada, and Mexico.
-#1 TV operating system in U.S. and Canada
-Working with several OEMs, non-exclusive strategy
-Launched Roku TV in Brazil, UK, gaining share in Canada, and Mexico.
Neutral positioning, free ad supported is more important in the rest of the world where they don't come to streaming with a high pay TV, high monthly build penetration that the U.S. does.
Why choose a Roku TV?
-superior UI/experience
-historically more content
-cheaper for OEMs to build with Roku operating system
-superior UI/experience
-historically more content
-cheaper for OEMs to build with Roku operating system
On the Roku Channel:
-becoming a more compelling aggregation point for a lot of free, ad supported content
-Roku has better first party consumer relationship/proprietary data to better target/monetize with premium targeted CPMs.
-becoming a more compelling aggregation point for a lot of free, ad supported content
-Roku has better first party consumer relationship/proprietary data to better target/monetize with premium targeted CPMs.
Increasingly less streaming concentration hours through Netflix. 5 yrs ago was ~50%, now below 30%, and continues to tick down over time as other streaming players enter the market = fragmentation of content/media.
