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Stock investing bros: thoughts on ROKU?
Poast new message in this thread
Date: November 9th, 2017 11:48 AM Author: Razzmatazz brass friendly grandma they just knocked their first earnings report out of the park. stock is up yuge. would you buy on a pullback? (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643043) |
Date: November 9th, 2017 11:49 AM Author: Hilarious slap-happy point brethren seems dangerous. they ar getting beseiged on all sides, every tech giant has a popular competitive product (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643045) |
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Date: November 9th, 2017 11:55 AM Author: Razzmatazz brass friendly grandma this is why i initially stayed away post IPO, but despite all that they grew revenues by 48%. looks like they are winning the battle against the competition. need to do more research to figure out why. (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643102) |
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Date: November 9th, 2017 12:00 PM Author: Hilarious slap-happy point brethren they win because they are the "neutral" platform on which evreyone coexists, right now. what happens when aapl decides it wants off roku? (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643153) |
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Date: November 9th, 2017 12:02 PM Author: Razzmatazz brass friendly grandma wouldn't that just hurt aapl given roku's popularity? (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643178) |
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Date: November 9th, 2017 12:05 PM Author: Hilarious slap-happy point brethren they are ltierally all the same fucking thing bro. they even all look the same. consumers will just switch to another box at the next refresh
https://www.usatoday.com/story/tech/columnist/2017/10/23/buy-roku-vs-its-4-k-streaming-rivals-how-compares-apple-tv-fire-tv/778760001/ |
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Date: November 9th, 2017 12:08 PM Author: Razzmatazz brass friendly grandma bro, I get it. but it's not like these competitors' products were just launched today. roku is still pwning despite the availability of all these alternatives. (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643235) |
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Date: November 9th, 2017 12:11 PM Author: Hilarious slap-happy point brethren brother it sounds like you want to invest. just do it then, dont listen to me what the fuck do i know (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643267) |
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Date: November 9th, 2017 12:22 PM Author: Razzmatazz brass friendly grandma i'm listening to all input (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643341) |
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Date: November 10th, 2017 4:54 PM Author: Seedy national queen of the night Is losing aapl a big deal breaker? Seems like Netflix, Hulu, HBO GO and Prime are the big streaming services you need. (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34656260) |
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Date: November 9th, 2017 11:55 AM Author: light brunch Amazon plans on crushing them (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643107) |
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Date: November 9th, 2017 11:57 AM Author: Razzmatazz brass friendly grandma they planned on crushing Netflix too (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643120) |
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Date: November 10th, 2017 4:52 PM Author: Gold dysfunction Not really. They planned on goosing their prime numbers. (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34656231) |
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Date: November 9th, 2017 12:09 PM Author: Unholy stock car potus The fire stick does not even support YouTube. (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643247) |
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Date: November 9th, 2017 12:13 PM Author: light brunch Not sure about Fire Stick but Fire TV does. (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643286) |
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Date: November 9th, 2017 12:00 PM Author: brindle trip main people sandwich They have no competitive advantage and are not differentiated in a bigly competitive market. Going to be tough for them. (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643150) |
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Date: November 9th, 2017 12:12 PM Author: Unholy stock car potus They support a wider range of apps than anyone except Nvidia. Fire stick won't do YouTube or Vudu or really any other major competitor to prime video except netflix. Chromecast is glitchy and cumbersome. Nvidia Shield will run everything but roku still has the better interface and basic version is like $40. (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643280) |
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Date: November 10th, 2017 4:34 PM Author: White underhanded crackhouse private investor What's really going to crush them is if they can't expand their embedded software licensing. I think there are a couple TVs that have Roku built-in, but not enough. I maybe would have bought one of these external devices a couple years ago, but I copped a TV with built-in apps instead. It doesn't do everything, sure, but my Samsung has Netflix, Amazon, Hulu, Google Play, and YouTube, plus some other random stuff I sometimes use like the UFC app. The only thing I want it to do that it doesn't is interface with my Google Home. (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34655971) |
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Date: November 10th, 2017 4:54 PM Author: Gold dysfunction This. In 3 years every TV will be a SmartTV and there will be no need for a roku. They need to figure out software licensing asap, and there's no way for it to really work long term. They're Tivo in early 2000. (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34656267) |
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Date: November 13th, 2017 12:18 PM Author: Aquamarine vivacious garrison antidepressant drug (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34675621) |
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Date: November 13th, 2017 12:46 PM Author: obsidian center persian There are some companies with ultra valuable IP that are making a killing - I wish I knew more about that area.
Does Roku hold some seriously valuable patents or something? |
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Date: November 16th, 2017 6:22 PM Author: canary cruise ship No (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34703526) |
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Date: November 9th, 2017 12:01 PM Author: obsidian center persian Never really looked into this one (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643175) |
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Date: November 9th, 2017 12:06 PM Author: territorial passionate chapel comes right after GO and before SHICHI (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643215) |
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Date: November 9th, 2017 12:06 PM Author: Hilarious slap-happy point brethren (korean (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643223) |
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Date: November 9th, 2017 12:11 PM Author: Lilac startled gas station Roku comes embedded in a lot of TVs these days. It's pretty slick and always works well. (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643268) |
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Date: November 9th, 2017 12:17 PM Author: swashbuckling mauve dilemma its the best interface ive used so far, between apple tv, amazon, various cable companies, etc.
roku came with my TCL tv, which is itself a fast growing company because they are making good enough tvs for cheap in china.
so i am currently using roku to make in app purchases of movie rentals etc., but there is not really anything keeping me in the roku ecosystem if my next tv has a different platform |
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Date: November 9th, 2017 12:21 PM Author: Sooty theater skinny woman I agree Roku is the best smart tv software. (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643326) |
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Date: November 9th, 2017 12:23 PM Author: Demanding Lascivious Elastic Band Love the product. No idea if it's a wise investment. Seems like a lot of competition. (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643344) |
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Date: November 9th, 2017 12:24 PM Author: Black Buck-toothed Twinkling Uncleanness This thread convinced me to cop a Roku. Make of that what you will, OP (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643349) |
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Date: November 9th, 2017 12:28 PM Author: Razzmatazz brass friendly grandma I'm glad some actual owners of the product showed up itt and shared their opinions bc i don't own one (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643369) |
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Date: November 9th, 2017 12:25 PM Author: fragrant blathering half-breed market You're late to the party (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643355) |
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Date: November 9th, 2017 12:30 PM Author: Razzmatazz brass friendly grandma won't matter if the party never ends (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643380) |
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Date: November 10th, 2017 2:40 PM Author: Razzmatazz brass friendly grandma up another 21% today heh (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34654848) |
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Date: November 10th, 2017 2:40 PM Author: light brunch flame (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34654851) |
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Date: November 10th, 2017 2:41 PM Author: Razzmatazz brass friendly grandma https://finance.yahoo.com/quote/ROKU?p=ROKU (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34654864) |
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Date: November 10th, 2017 2:42 PM Author: light brunch FMA (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34654870) |
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Date: November 10th, 2017 4:28 PM Author: Hilarious slap-happy point brethren BUY NOW (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34655908) |
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Date: November 13th, 2017 12:17 PM Author: Razzmatazz brass friendly grandma ? I bought at 32 and change (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34675611) |
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Date: January 3rd, 2018 12:46 PM Author: Razzmatazz brass friendly grandma lol now that's what you call double irony (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#35070956) |
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Date: November 10th, 2017 2:41 PM Author: big primrose haunted graveyard Lol (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34654855) |
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Date: November 13th, 2017 12:16 PM Author: Razzmatazz brass friendly grandma up another 25% (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34675605) |
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Date: November 13th, 2017 12:17 PM Author: light brunch JESUS FUCKING CHRIST (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34675610) |
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Date: November 13th, 2017 12:18 PM Author: Alcoholic puppy (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34675619) |
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Date: November 13th, 2017 12:38 PM Author: Razzmatazz brass friendly grandma up another 15% since this post lol (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34675748) |
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Date: November 13th, 2017 12:43 PM Author: light brunch http://www.xoxohth.com/thread.php?thread_id=3790724&mc=42&forum_id=2#34675610 (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34675780) |
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Date: November 13th, 2017 12:48 PM Author: Razzmatazz brass friendly grandma just sold at 44+. if it dips below 40 I'll look to get back in (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34675838) |
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Date: November 16th, 2017 6:06 PM Author: light brunch did you buy some more? (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34703448) |
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Date: December 18th, 2017 1:17 PM Author: Razzmatazz brass friendly grandma yeah but not enough (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34949204) |
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Date: November 13th, 2017 12:47 PM Author: obsidian center persian Fuck I wish I watched TV and stream shit and knew what this company did (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34675833) |
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Date: November 13th, 2017 12:56 PM Author: glittery volcanic crater I like it. The key with Roku is not the actual device itself. Although device sales still account for roughly 60% of its revenue, around 80% of its gross profit comes from platform revenue, which includes the money Roku receives from various partners for transaction services, subscriptions, advertising, remote control button invoices. For instance, Amazon pays Roku a certain % for any TVOD purchase or rental made on the Roku platform and % of Prime subscription fee if a customer signs up for a Prime free trial on Roku and subsequently converts to a paid membership. It's a super high margin business as there is very little COGS or operating expenses associates with putting partners on the platform. Roku is smart to focus more on platform revenue vs device sales.
Furthermore, with more people cutting the cord and relying on OTT streaming services for media content, Roku is in a great position as it controls 37% of the U.S. OTT streaming devices market. Amazon Fire TV is in second at 24% market share and Google chromecast is at 18%.
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Date: November 16th, 2017 6:16 PM Author: translucent stage hominid Wouldn't a company like Samsung want in on this action? (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34703493) |
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Date: November 16th, 2017 7:41 PM Author: Puce People Who Are Hurt just put 5k into this (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34704061) |
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Date: December 17th, 2017 11:35 PM Author: Razzmatazz brass friendly grandma nice (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34946169) |
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Date: December 17th, 2017 11:42 PM Author: Tripping submissive parlour no idea about the stocks but Roku technology is on another level from amazon (alexa/fire), google (android/chrome), and Apple (iOS/itunes). the other 3 are bigger and better companies but their streaming tv product is bloated, conceptual garbage that's never been proven. Roku is the only thing in existence that actually works right now. the only way anyone catches roku at this point is literally by buying roku.
it's the same exact shit with music and Spotify. |
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Date: January 6th, 2019 8:37 AM Author: high-end racy selfie karate Tidal >> Spotify (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#37536745) |
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Date: January 3rd, 2018 12:44 PM Author: Razzmatazz brass friendly grandma been neglecting my stock market bros due to crypto but this thing keeps on mooning (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#35070928) |
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Date: January 3rd, 2018 12:50 PM Author: Razzmatazz brass friendly grandma Non sequitur, aren't you the same guy who warned against bitcoin/crypto like 1000% ago? maybe take a little break for awhile and refocus. (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#35070993) |
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Date: February 21st, 2018 5:10 PM Author: Hilarious slap-happy point brethren ?
also, i owned bitcoin since like 2015, hth |
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Date: December 12th, 2018 11:02 AM Author: Hilarious slap-happy point brethren ? Odd this stopped getting bumped (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#37394900) |
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Date: June 14th, 2019 3:16 PM Author: Confused cracking gay wizard ? (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#38389459) |
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Date: December 26th, 2018 10:29 PM Author: multi-colored useless brakes (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#37476686) |
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Date: December 26th, 2018 10:31 PM Author: adulterous travel guidebook spot lol (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#37476704) |
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Date: July 24th, 2019 10:06 AM Author: Confused cracking gay wizard oh wow. some folks got murdered itt (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#38579826) |
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Date: November 3rd, 2022 10:13 AM Author: Hilarious slap-happy point brethren (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#45429446) |