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Technology Stocks : Roku

ROKU 106.18

+6.1%

Oct 31 3:59 PM EST

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From: zax	2/13/2020 12:17:54 PM
	of 94

Earnings after close! Needham Analysts Prefer Roku Over Netflix Needham analysts on Wednesday gave an Underperform rating to Netflix Inc. (NASDAQ: NFLX) as they believe the demand for advertising-based video on demand (AVOD) service will far outweigh the demand for its subscription-based model. Roku Is The Winning Aggregator Analysts Laura Martin and Dan Medina of Needham studied the Nielsen Holdings PLC’s (NYSE: NLSN) Total Audience Report published earlier this month to conclude that Roku Inc. (NASDAQ: ROKU) is the “winning aggregator” in the U.S. of Subscription Video on Demand (SVOD) and AVOD services. The analysts said that AVOD is poaching viewers from SVOD. In over-the-top (OTT) capable households, streaming viewing makes up 20% of total viewership. 80% of the time is spent by consumers watching “linear TV,” especially sports. The analysts are of the view that as legal sports betting increases, so would the share of sports viewing. Another factor that works against SVOD is cost. Cost is the most important factor for choosing an SVOD for 84% of the respondents note Martin and Medina. The time spent viewing the service is of crucial importance, according to the analysts. 42% of respondents were cited as willing to cancel an SVOD service because they weren’t using it enough. ... finance.yahoo.com

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