Setting up a DLNA Server is quick, but the Roku Media Player interface leaves a lot to be desired. and Roku wasn't one of them! That's right - they think these 10 stocks are even better buys.Plex: Works With All Rokus, Takes Some Setup They just revealed what they believe are the ten best stocks for investors to buy right now. After all, the newsletter they have run for over a decade, Motley Fool Stock Advisor, has tripled the market.* When our analyst team has a stock tip, it can pay to listen.
At the very least, Roku deserves a spot on growth-minded investors' watch lists. The foundation for a new kind of bullish thesis is being laid down, though. The company's second-quarter results (due late next month) will further flesh out this budding evolution, although Nielsen's next edition of The Gauge (due a few days before that) should be just as telling.īottom line? Roku is still far from being a must-have for most people's investment portfolios. If Roku can even get The Roku Channel's comparable figure up to a respectable fraction of those numbers and at the same time preserve its existing business promoting other streaming services, that may well be enough to push the company back into the black. Pluto TV's average monthly per-user revenue is on the order of $2, while Comcast's is closer to $6 or $7 per month (and some are suggesting the number is closer to $10), Walt Disney's Disney+ boasts average monthly revenue per user of $4.44, and Hulu's is nearly $12. Its platform business is also turning a consistent gross profit, whereas devices are habitually in the red devices could even be considered a loss leader at this point.ĭata source: Roku. Of last year's total revenue of $3.1 billion, $2.7 billion of it (87%) came from sources other than the sale of devices. So-called "platform" revenue stemming from its promotion of other streaming services makes up the lion's share of its top line. It's not even close to being its biggest business, in fact.
That's not Roku's biggest business, though. You likely know the company best as a manufacturer of streaming dongles and licensed smart-television sets. If it can continue at this pace, digital content itself rather than streaming dongles - and even its role as a gatekeeper to other streaming services - could become a breadwinning business.Īnd none too soon. HBO Max was barely better, delivering 1.2% of the total content domestic consumers watched in May.įor current and prospective Roku shareholders, however, Nielsen's May 2023 edition of The Gauge means more is simply being in the mix of a crowded streaming market.
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For perspective, powerhouse Netflix's programming only made up less than 8% of last month's total TV watch time within the United States. Given the saturated streaming space and the brutal fight for consumers' attention, though, it's more than a little noteworthy. It's admittedly not a lot, at least on an overall basis. consumers' total television-usage time last month, with a total share of 1.1%. The Roku Channel earned a spot on the short list of streaming services to watch by virtue of accounting for at least 1% of U.S. Discovery's HBO Max and the aforementioned Netflix, it's most akin to free-to-watch, wholly ad-supported services like Paramount's Pluto TV or Fox's Tubi. Although it competes with players like Warner Bros. That's Roku's home-grown streaming service. June's edition of The Gauge (looking at May's data) featured a new name: The Roku Channel. While it's hardly mainstream casual reading, the monthly publication is of interest to anyone keeping tabs on the market share of the streaming industry's biggest names.
Maybe not.įor would-be investors, though, it's a new metric worth watching all the same. Maybe that's a temporary problem linked to economic weakness. After all, the company remains in the red, and its revenue growth is stagnating. It's still too soon to call it a game-changer.
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