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August 11, 2019
Meanwhile, Roku's dominance is more evident than ever, with the company's devices accounting for 39% of the U.S. streaming media player installed base, according to estimates by Parks Associates. With such significant market share, Needham analyst Laura Martin said in a note to clients this week that it would be "impossible" to launch a new streaming service successfully without distribution through Roku's platform.
From the article "Roku Stock: After Soaring 330% in 2019, Is It a Buy, Sell, or Hold?" by Daniel Sparks.
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As always, timing is everything. Research published in July by Parks Associates suggests U.S. mobile carriers are shifting their focus from ARPU growth to churn management as new smartphone users beco...
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