Who’s more competitive? (Roku vs. Netflix)

Aug 14, 2019 24 Comments

I think Yahoo Finance gives a pretty good argument for Roku! Never thought I’d say this but I think Roku would be the better investment. How about you?

https://finance.yahoo.com/news/roku-vs-netflix-needham-compares-181759116.html

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TOP 24 Comments
  • Netflix Johnny5
    What does Roku do that Smart TVs don’t? I can hold a 🎤 button on my toshiba and Samsung remotes and speak to what I want to watch and they list all the ways I can watch. How does Roku stick around once every TV has apps and smart search?
    Aug 15, 2019 6
    • Netflix / Eng OA3
      Samsung and LG have the best selling TVs, neither uses Roku.
      Aug 16, 2019
    • Roku Roku.
      Yes and TCL.
      Aug 16, 2019
  • Roku / Eng fraang
    Everyone is taking their content back from Netflix to create their own streaming service. Netflix has to create it's own content to keep subscribers and the content has to be good enough to keep them from going to all the new competition. That is costly and Netflix is no longer the platform/one place hub for all TV content.

    Roku on the other hand is a partner to all streaming services. Roku is the hub for all TV content. 1/3 of all TV's sold in the US are running Roku. More and more people are cutting cords or are cord Nevers. Roku is in a great position.
    Aug 15, 2019 2
    • Netflix / Eng OA3
      This is like Yahoo doesn't want Google to index its content. We'll see how it goes.
      Aug 16, 2019
    • Spotify qazwsxedcv
      Except Netflix can’t just display other company’s content the way Google did with search. Nevermind that most Netflix originals are horrible.
      Aug 21, 2019
  • Spotify / Eng qbeforeu
    I don’t know a single person with a Roku device, so yeah sure, they have more room to grow I guess.
    Aug 15, 2019 4
    • Roku / Eng fraang
      Huge blind fan, what can I say? 🤷‍♂️ Also Netflix is not a platform. It should have been.
      Aug 15, 2019
    • New / Strategy 4theweeknd
      Roku currently has the largest market share
      Aug 21, 2019
  • Netflix razorlab
    Roku is a platform to bring all streaming services together to make it easier on consumers to watch videos. Kinda like how Netflix, once was a platform to bring rental media easier to the consumers.
    Aug 15, 2019 1
    • Roku / Eng fraang
      Yep. Instead of being of being THE steaming platform now Netflix is just another media content producer, competing for viewers and subscribers.
      Aug 15, 2019
  • Netflix razorlab
    Roku is position well should the day come it becomes the default steaming medium. Imagine when you want to watch any content, instead of going to the Netflix app or the Disney+ app or Apple TV or YouTube, you go to Roku. Then everyone will be at the mercy of Roku. Bet you lot of $$$ will he paid by legacy streaming giants, now turned content creators to get premium ad space on Roku.
    Aug 15, 2019 3
    • Netflix razorlab
      Not so much as giving up but consumers simply choosing Roku to view vs actually downloading 3-4 apps. Roku doesn’t make content so it need to partner with others to get the content. Say hbo for game of thrones or Disney for the latest marvel offerings. There is vacancy in the market right now for a brand neutral steaming platform. It use to be Netflix but not so much the case today. Take a look at the Netflix App, originals gets these really nice box art and screen space but some of the competition offering isn’t represented nearly as much.
      Aug 15, 2019
    • Netflix nflxos
      Other studios don’t care about Netflix producing content - they decided to start a war because they think they will make more money this way (debatable). Reflux will still be there in a few years if they decide to license their content and will likely still be able to outbid Roku.
      Aug 16, 2019
  • Apple aleG37
    Roku has way more potential...
    Aug 16, 2019 0
  • Fox News / Eng
    HannityS

    Fox News Eng

    BIO
    15 YOE in Java, includes 8 YOE in Android.
    HannitySmore
    This is a apples vs oranges comparison. Roku is a consumer centric streaming device. That's the only advantage. Price is low, consumers buy, all streaming services are forced to build a roku app. Not much of a gaming platform. Additionally, they have revenues from the roku ad framework, all apps must and should forcibly implement it. NFLX is a streaming tech company with best of the lot quality tech. They are such a huge cash cow after solving the scalability problems that they don't have enemies amongst the big tech, other streaming services have to catch up on scalability from the cloud first, and in the meantime, NFLX could partner with anything so game changing, they just need original show in the likes of breaking bad or game of thrones.
    Aug 17, 2019 0
  • Netflix / Eng OA3
    Roku's 15 P/S is very rich. And I don't believe AVOD will have a big market in the long term.
    Aug 14, 2019 0

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