Is Roku the next TiVo ? I am seeing the exact similar patterns with Roku's products and stock performance as TiVo last decade. Roku's products are shit and there is nothing new to offer. I don't see any innovation happening anywhere in the product line up. TiVo in good old days was a hot bay area company trying to "change the world" but failed because management became too lazy and failed to catch up with competition while living in their own zone. With TCL making new friends with Google and Amazon, I don't see Roku doing much (atleast looking from outside). P.S. I am only looking for shorting opportunities :) I don't care about the company. I only care about my short trades :))
Ok you convinced me, referral to G ?
Haha , sure why not my friend. DM me. Happy to help.
Roku is way better than Amazon and Apple. SmartTVs still suck, so Roku has a ways to go. Consumers are still picking them and still lead the pack. Easiest on-ramp for cord cutters and benefiting from the whole pandemic, looks like they’re expanding to go international. TiVo dies with cable, it’s deeply coupled and it’s whole model is based on a dying paradigm. Go ahead and short it, you’ll get lit up.
This post made me think- I had a Roku TV for 4 years and nothing changed. I was looking to get a new TV, and there is no difference from the OS perspective. What is Roku working on recently?
Exactly my question. What's Roku working on ? Experience hasn't changed at all. It looks the same shit as it was 4 years ago. TiVo failed to innovate and couldn't adopt changes. I see same happening for Roku. I think current stock price action is reflective of it.
TiVo failed because they entirely depended on the cable market which has been declining with cord cutters. Roku is still growing. Not everyone likes busy, constantly changing UIs, simple is better.
I love my Roku. I had Google TV with chromecast /Fire tv and they really suck.
You are the first person I see saying bad things about The new Google TV Chromecast. You are getting Apple TV like experience for $50. What else you need ?
Are you kidding me? Even fire TV has a better experience than Google Tv. Oh you work at Google. You are biased
did you end up shorting roku?
Is google the next yahoo ?
Looking at the stock price, I don't think so :) But if we fail to innovate then Google will be next yahoo for sure. So far Innovation machine is on. Google TV has got phenomenal response across the globe. It it also taking away market share from Roku. YouTube is firing on all cylinders. Google cloud platform is doing exceptionally well. Google will be great short when it becomes non-innovative like Roku today.