Roku: Beyond The Box
Roku: Beyond The Box
Discussion of the newly introduced Roku Channel.
A look at the potential financial impact.
Discussion of the competitive threats.
This idea was discussed in more depth with members of my private investing community, Income Idea.
First of all, thank you to everyone who has read my previous Roku (ROKU) article and commented on it. I was blown away by the response and that it was one of my most widely read article over the last year and the MOST widely read article on mobile devices. Mind...Blown!
If you have not read it yet, please take a look at "Roku: Great Product, Bad Business?"
One of the big discussion points that came out of the article's comments was centered around the idea of how Roku would monetize their watch time and grow service revenues.
You can only charge so much for placing a company's button on the remote and there are only certain places to place ads on the system's home screen.
After all, Netflix (NFLX), Amazon (AMZN) and Hulu would not likely let you place your own ads in their services, and Google (GOOG) (GOOGL) is not sharing their YouTube advertising revenue stream.
So how do you monetize it?
Roku TV Channel
Just yesterday Roku announced a new in-house channel that would give users free content supported by advertising.
Source: https://seekingalpha.com/article/4105184-roku-beyond-box
Any IPO investor who is concerned with profitability should take note.
The Roku Channel channel delivers hundreds of popular movies – at no cost to you. No subscriptions. No fees. No logins required. Just great movies. Choose from an ever-changing selection of award-winners, big screen classics, Hollywood hits you may have missed and much more. And we’ll keep it fresh – you can expect to see new entertainment every month. We also focused on delivering a great advertising experience with, on average, approximately half the advertising per programming hour as compared to traditional ad-supported linear TV as well as other improvements.
Discussion of the newly introduced Roku Channel.
A look at the potential financial impact.
Discussion of the competitive threats.
This idea was discussed in more depth with members of my private investing community, Income Idea.
First of all, thank you to everyone who has read my previous Roku (ROKU) article and commented on it. I was blown away by the response and that it was one of my most widely read article over the last year and the MOST widely read article on mobile devices. Mind...Blown!
If you have not read it yet, please take a look at "Roku: Great Product, Bad Business?"
One of the big discussion points that came out of the article's comments was centered around the idea of how Roku would monetize their watch time and grow service revenues.
You can only charge so much for placing a company's button on the remote and there are only certain places to place ads on the system's home screen.
After all, Netflix (NFLX), Amazon (AMZN) and Hulu would not likely let you place your own ads in their services, and Google (GOOG) (GOOGL) is not sharing their YouTube advertising revenue stream.
So how do you monetize it?
Roku TV Channel
Just yesterday Roku announced a new in-house channel that would give users free content supported by advertising.
Source: https://seekingalpha.com/article/4105184-roku-beyond-box
Any IPO investor who is concerned with profitability should take note.
The Roku Channel channel delivers hundreds of popular movies – at no cost to you. No subscriptions. No fees. No logins required. Just great movies. Choose from an ever-changing selection of award-winners, big screen classics, Hollywood hits you may have missed and much more. And we’ll keep it fresh – you can expect to see new entertainment every month. We also focused on delivering a great advertising experience with, on average, approximately half the advertising per programming hour as compared to traditional ad-supported linear TV as well as other improvements.
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