Roku faces myriad competitors, but it still dominated the U.S. streaming device market with a 37% share as of early 2018, according to Parks Associates. Amazon ranked second with a 28% share, and Apple came in third with a 15% share.
Roku's device sales growth is decelerating. However, Roku's platform business -- which generates revenue mainly through advertising and content partnerships -- is growing quickly.
From the article "Bulls vs. Bears: Who's Right About Roku Stock?" by Leo Sun.
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Analysts say Roku has shown great upside by diversifying its revenue away from chiefly hardware to partnerships and advertising over its platform. “Over the past two-and-a-half years, Roku has expa...
Analysts say Roku has shown great upside by diversifying its revenue away from chiefly hardware to partnerships and advertising over its platform. "Over the past two-and-a-half years, Roku has expa...
But as it races to keep up with Netflix and Disney, AT&T increasingly has treated the satellite business as something of a relic, akin to rabbit-ear antennas. “They are at a crossroads,” said Steve...
