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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Pay-TV operators are seeing a "slow erosion of the core business," analyst Brett Sappington at Parks Associates said. "After years of attempts to be more than just a 'dumb pipe,' pay-TV operators h...
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Starting with just lighting also keeps things simple for Ikea. Rather than slapping a chip in the nearest Frostig, it entered the market playing to its strengths. "They've had lighting fixtures for...
