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State of the Screens

Roku Starts Selling Streaming Services, Including New Epix Service, via the Roku Channel

By January 9, 2019No Comments
Roku vs. Amazon: Roku is launching an a la carte TV subscription service that will compete directly with Amazon Channels.

% of customers coming from Amazon Channels according to TDG:
1)
Showtime OTT — 72%
2)
Starz — 70%
3)
HBO Now — 50%

Estimated revenue comparison:
1)
Amazon Channels — $375M
2)
Roku platform (primarily advertising) — $351M

Why this matters: Roku has a rapidly growing advertising business (↑ 74% YoY) and this will offer more inventory from any services that offer advertising while also making money from the subscriptions themselves.

# of apps currently available:
1)
Amazon Channels — 100
2)
Roku — 25

Flashback #1: The Road to À La Carte Television

More #1: Roku Targets Amazon With ‘Premium Subscriptions’

Michael Beach

Michael Beach

Michael Beach is the Chief Executive Officer of Cross Screen Media, a media analytics and software company that enables marketers to plan, activate, and measure CTV and linear TV at the local level. Michael is also the founder and editor of State of the Screens, a weekly newsletter focused on video advertising that is a must-read for thought leaders in the advertising industry. He has appeared in such publications as PBS Frontline, The Wall Street Journal, The New York Times, Axios, CNBC and Bloomberg, and on NPR’s Planet Money podcast.

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