In May, Parks Associates Senior Analyst Heather Way said the following: “By 2018, 70% of all TV households in the U.S. will have a smart TV, and this platform, combined with demand for TV Everywhere, is forever changing the concept of TV.”
We can argue the percentage points, but it is pretty evident that smart TVs are becoming the norm.
So where does this leave Roku?
The company began by selling hardware to transform ‘dumb TVs’ into smart TVs, and along the way secured content partnerships that made it the leader in the space.
From the article "CES 2015 Announcements Signal Roku’s Future as a Software Company" by Adam Flomenbaum.
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Beyond that, AT&T also gets revenue by licensing those movies and TV series to other pay-TV providers and subscription Net TV services such as Netflix. "Video and entertainment will remain the key dri...
