Amazon and Roku account for nearly 70% of installed streaming devices in the United States, according to Parks Associates. Roku still owns a healthy lead over Amazon in terms of installment base and users in the U.S., one eMarketer says will persist.
As their combined growth continues to outpace that of the rest of the industry, the two are creating a duopoly in streaming similar to the duopoly that Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google and Facebook (NASDAQ:FB) have in digital advertising. Even in that industry, though, the two leaders combine for just about 60% of the market. Amazon and Roku's combined dominance has the potential to be much stronger.
A duopoly has big implications for both media companies and advertisers as more money flows into streaming.
From the article "Amazon and Roku Are Becoming a Duopoly in Connected TV" by Adam Levy.
Luring and keeping customers is becoming harder as the online streaming market gets more crowded and subscribers, freed from cable television's contract model, can cancel service with a click of the m...
Parks Associates estimates that 86 million streaming media players will be sold globally in 2019. And as streaming subscriber counts continue to grow, the services will be better positioned to bid for...
While much research has been devoted to the amount of subscription and transactional video people watch, less attention has been given to the rest of the video ecosystem—the short-form YouTube and Vim...
The idea behind this is that if your TV sounds better, people will stream more, which is the metric Roku cares most about, Klarke says. Roku likes to say that it's the US's number one streaming conten...
