Stefani
Member
According to company intelligence expert "Financial Graffiti", American streaming company Roku has recently reached an agreement with Kroger, one of the world's largest grocery retailers, to use Kroger's shopping data in its recently launched shopper data application.
During the outbreak of the new coronary pneumonia, advertisers used Roku users to watch streaming media for a long period of time. In the week of March 1, Roku leapt to the top 10 of the ranking of popular online video usage time, and occupied the top 10 of the list for several weeks.
Roku was founded in 2002 and went public in 2017. Its main business is to provide streaming services through Roku players (a kind of domestic miniature set-top boxes). Its revenue is mainly divided into sales of players and video platforms. The player business mainly sells TV boxes equipped with Roku systems that can broadcast TV programs and streaming media programs such as Netflix and Hulu. Video platform business revenue is mainly divided into advertising, channel sharing, channel recommendation and operating system authorization.
The Roku operating system is similar to the AppStore on a TV. Users can purchase content, subscribe to channels, or watch free advertising videos. At present, the major manufacturers of pre-installed Roku systems include TCL, Hisense, Hitachi, JVC, Philips, Sanyo and Sharp.
Promoting to the programmatic advertising market
After winning the privately held DataXu for $150 million in 2019, Roku was promoted to be the leader in the programmatic advertising market. DataXu is a demand-side platform that can provide marketers with real-time data and purchase video advertising campaigns. It provides automatic bidding and self-service software, allowing marketers to manage programmatic advertising campaigns across various digital platforms. DataXu also uses advanced TV and OTT media planning tools to help marketers optimize the business outcomes of TV, OTT, desktop and mobile devices. DataXu provides real-time data for marketers by programmatically evaluating millions of ad impressions per second.
When acquiring DataXu, Roku founder and CEO Anthony Wood stated that TV advertising is shifting to OTT and a data-driven model that focuses on the results of brand business. Such acquisitions will accelerate Roku’s advertising platform while helping its content partners become more effective. Monetization.
Entering the OTT advertising market
In recent years, Roku has shifted its focus from selling hardware equipment to advertising, and advertising has gradually become its main source of revenue. Roku currently provides three video types: subscription video, ad-supported video and purchase video, these types of video have different advertising revenues. According to Roku's financial report, the company achieved revenue of US$1.129 billion in 2019, an increase of 52.04% year-on-year, and revenue of US$321 million in the first quarter of 2020, an increase of 55.21% year-on-year. In the first quarter of 2020, the revenue structure contributed USD 23261 million to the platform business (including advertising), accounting for 72.5%, while the player achieved revenue of USD 88.21 million, accounting for 27.5%.
Roku's streaming media player has more than 1,800 channels. On the one hand, Roku improves the technical content of hardware players, and at the same time cooperates with many well-known TV brands, such as TCL, Hisense, Hitachi, JVC, Philips, Sanyo, Sharp, etc. are all Roku partners.
As of mid-2019, Roku has more than 41 million active media streaming devices in the US market (approximately 15.2% of the market), which is approximately 36% higher than the second-ranked Sony PlayStation series.
Compared to traditional TV commercials, Roku's Internet advertising can achieve accurate placement of thousands of people through data collection, and is more suitable for real-time advertising. Roku uses an intelligent operating system to transform traditional cable TV. It combines the advantages of both to provide personalized advertising content for TV users and more accurate data services for traditional advertisers.
Compared with content providers such as YouTube, HBO or Netflix, Roku's advantage is that it provides users with a unified video platform without involving original video. A neutral video platform is more attractive to various content providers. In the United States, the price of cable TV is about 80-100 US dollars per month. Users of TV boxes can freely choose the content they want to watch. For users, using TV boxes can also save more costs.
Despite the fierce competition in the streaming media industry, Roku not only counterattacked the rankings, but also performed perfectly on the stock price. Roku's latest share price is US$115 per share, which is an increase of 721% compared to its issue price of US$14 per share listed in 2017.
Hardware platform transformation Internet content platform
The founder and CEO of Roku is Anthony Wood. At the beginning of Roku, Anthony Wood hoped to position the user base on high-end users of large-screen TVs. Such users want to use advanced visual effects, so Roku launched the first The product is an HD1000 media player priced at up to $500.
However, with the development of the Internet, Anthony Wood recognized that its hardware business model has great limitations, made the transition from a hardware platform to an Internet content platform, and tapped the competitive advantages of the streaming media industry. Today's stock price also validates the correctness of Anthony Wood's decision.
Judging from the current status of the streaming media industry, the current global streaming media competition is extremely fierce. In addition to the largest competitor Netflix, as Apple, Google, Amazon, etc. enter the streaming media field, Roku will face more intense competition. How to keep the stock price rise and lock the top 10 rankings of online video usage time, Roku also needs a stronger strength.
During the outbreak of the new coronary pneumonia, advertisers used Roku users to watch streaming media for a long period of time. In the week of March 1, Roku leapt to the top 10 of the ranking of popular online video usage time, and occupied the top 10 of the list for several weeks.
Roku was founded in 2002 and went public in 2017. Its main business is to provide streaming services through Roku players (a kind of domestic miniature set-top boxes). Its revenue is mainly divided into sales of players and video platforms. The player business mainly sells TV boxes equipped with Roku systems that can broadcast TV programs and streaming media programs such as Netflix and Hulu. Video platform business revenue is mainly divided into advertising, channel sharing, channel recommendation and operating system authorization.
The Roku operating system is similar to the AppStore on a TV. Users can purchase content, subscribe to channels, or watch free advertising videos. At present, the major manufacturers of pre-installed Roku systems include TCL, Hisense, Hitachi, JVC, Philips, Sanyo and Sharp.
Promoting to the programmatic advertising market
After winning the privately held DataXu for $150 million in 2019, Roku was promoted to be the leader in the programmatic advertising market. DataXu is a demand-side platform that can provide marketers with real-time data and purchase video advertising campaigns. It provides automatic bidding and self-service software, allowing marketers to manage programmatic advertising campaigns across various digital platforms. DataXu also uses advanced TV and OTT media planning tools to help marketers optimize the business outcomes of TV, OTT, desktop and mobile devices. DataXu provides real-time data for marketers by programmatically evaluating millions of ad impressions per second.
When acquiring DataXu, Roku founder and CEO Anthony Wood stated that TV advertising is shifting to OTT and a data-driven model that focuses on the results of brand business. Such acquisitions will accelerate Roku’s advertising platform while helping its content partners become more effective. Monetization.
Entering the OTT advertising market
In recent years, Roku has shifted its focus from selling hardware equipment to advertising, and advertising has gradually become its main source of revenue. Roku currently provides three video types: subscription video, ad-supported video and purchase video, these types of video have different advertising revenues. According to Roku's financial report, the company achieved revenue of US$1.129 billion in 2019, an increase of 52.04% year-on-year, and revenue of US$321 million in the first quarter of 2020, an increase of 55.21% year-on-year. In the first quarter of 2020, the revenue structure contributed USD 23261 million to the platform business (including advertising), accounting for 72.5%, while the player achieved revenue of USD 88.21 million, accounting for 27.5%.
Roku's streaming media player has more than 1,800 channels. On the one hand, Roku improves the technical content of hardware players, and at the same time cooperates with many well-known TV brands, such as TCL, Hisense, Hitachi, JVC, Philips, Sanyo, Sharp, etc. are all Roku partners.
As of mid-2019, Roku has more than 41 million active media streaming devices in the US market (approximately 15.2% of the market), which is approximately 36% higher than the second-ranked Sony PlayStation series.
Compared to traditional TV commercials, Roku's Internet advertising can achieve accurate placement of thousands of people through data collection, and is more suitable for real-time advertising. Roku uses an intelligent operating system to transform traditional cable TV. It combines the advantages of both to provide personalized advertising content for TV users and more accurate data services for traditional advertisers.
Compared with content providers such as YouTube, HBO or Netflix, Roku's advantage is that it provides users with a unified video platform without involving original video. A neutral video platform is more attractive to various content providers. In the United States, the price of cable TV is about 80-100 US dollars per month. Users of TV boxes can freely choose the content they want to watch. For users, using TV boxes can also save more costs.
Hardware platform transformation Internet content platform
The founder and CEO of Roku is Anthony Wood. At the beginning of Roku, Anthony Wood hoped to position the user base on high-end users of large-screen TVs. Such users want to use advanced visual effects, so Roku launched the first The product is an HD1000 media player priced at up to $500.
However, with the development of the Internet, Anthony Wood recognized that its hardware business model has great limitations, made the transition from a hardware platform to an Internet content platform, and tapped the competitive advantages of the streaming media industry. Today's stock price also validates the correctness of Anthony Wood's decision.
Judging from the current status of the streaming media industry, the current global streaming media competition is extremely fierce. In addition to the largest competitor Netflix, as Apple, Google, Amazon, etc. enter the streaming media field, Roku will face more intense competition. How to keep the stock price rise and lock the top 10 rankings of online video usage time, Roku also needs a stronger strength.
i don't care as long as they can satisfy me
