| | | Hey GG,
Truth be told, I think it's best that they not delve into content, at least in the purest sense of the word. What drives ROKU right now is that they are agnostic. They do have limited content, but sell hardware and advertising. I think there are multiple iterations of that market left to exploit, especially in seeing as how they have about 1:3 TVs being sold.
Being in the aggregation space, especially given their current success, is a perfect place to be and they should be very appealing to larger content providers. Dare I say that the path of least resistance is as a takeout target but I'm hoping that does not occur, not for a while at least.
I'd like to see them continue to aggregate streaming content, remain agnostic, while building out their own low-cost content stream, but sell advertising across all their views. As cord cutting remains a focus, and it will for a long time, they can continue to see impressive growth. Once they decide to lose that agnostic label and compete openly on content, they will have to redefine themselves to go toe to toe with Amazon, Disney, Netflix, Hulu, etc. Until then, why? They can continue to acquire eyes as the defacto standard as a viewer, capture the audience and then continue to monetize that audience over time as the landscape shifts.
Smart people over there. I haven't been part of many moves quite like this one, rising 300+ % is such short order. So now I'll look at strategies to protect/hedge. |
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