Roku - The Kleenex And Postage Scale Problem
Discussion of Roku's problem with illegally streamed content.
Quick look at Roku's private channels.
Initial reactions to Roku's official streaming channel.
This idea was discussed in more depth with members of my private investing community, Income Idea.
Just last week, there was an uproar in the Roku (ROKU) community on Reddit. That uproar was over the end to one of the most popular Roku "private channels," XTV.
After third-party complaints, or simply Roku deciding to clean up its act, it has shut down the popular channel that let users stream live channels and a vast on-demand library of recent and current shows.
This got me thinking. To what degree have Roku's sales been influenced by the illegal use of Roku devices to access pirated content?
I believe Roku faces the "Kleenex and Postage Scale problems."
The Kleenex And Postage Scale Problem
When we think Kleenex, we all think about the various commercials about blowing noses, right?
The reality is, blowing noses is not the only use of Kleenex tissues, and we all know it.
If Kleenex is to be used strictly for blowing noses than Kimberly-Clark (KMB) has an issue. The myriad of uses for Kleenex tissues and competitors goes beyond what the company would want you to think.
Just like Roku and other streaming players, while the variety of uses for Kleenex are not illegal, the companies would want to avoid having the spotlight there.
The direct comparison and problem for Roku, however, can be seen in the market for consumer postage scales.
When I worked my first retail job at Staples (SPLS), I was in the technology and business machines department. As a young 18-year old, I was interested in technology, and the mailing from home trend was getting popular. You kept getting those Stamps.com offers with free postage, all you needed was a scale.
source:https://seekingalpha.com/article/4109802-roku-kleenex-postage-scale-problem
Quick look at Roku's private channels.
Initial reactions to Roku's official streaming channel.
This idea was discussed in more depth with members of my private investing community, Income Idea.
Just last week, there was an uproar in the Roku (ROKU) community on Reddit. That uproar was over the end to one of the most popular Roku "private channels," XTV.
After third-party complaints, or simply Roku deciding to clean up its act, it has shut down the popular channel that let users stream live channels and a vast on-demand library of recent and current shows.
This got me thinking. To what degree have Roku's sales been influenced by the illegal use of Roku devices to access pirated content?
I believe Roku faces the "Kleenex and Postage Scale problems."
The Kleenex And Postage Scale Problem
When we think Kleenex, we all think about the various commercials about blowing noses, right?
The reality is, blowing noses is not the only use of Kleenex tissues, and we all know it.
If Kleenex is to be used strictly for blowing noses than Kimberly-Clark (KMB) has an issue. The myriad of uses for Kleenex tissues and competitors goes beyond what the company would want you to think.
Just like Roku and other streaming players, while the variety of uses for Kleenex are not illegal, the companies would want to avoid having the spotlight there.
The direct comparison and problem for Roku, however, can be seen in the market for consumer postage scales.
When I worked my first retail job at Staples (SPLS), I was in the technology and business machines department. As a young 18-year old, I was interested in technology, and the mailing from home trend was getting popular. You kept getting those Stamps.com offers with free postage, all you needed was a scale.
source:https://seekingalpha.com/article/4109802-roku-kleenex-postage-scale-problem
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