Roku’s Bad Bet
In just the past few months, a lot has taken place in the paid video streaming market. Netflix, prematurely crowned by consensus as the streaming winner, is now having something akin to an identity crisis while being surpassed by a more capable competitor in Disney. Consumers have plenty of choice in the market and are beginning to show signs of hitting some kind of subscription stacking plateau. Increased churn is likely not far behind.
Set within this highly evolving and volatile market, Roku is a company stuck in the middle.
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