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Stock investing bros: thoughts on ROKU?
Poast new message in this thread
Date: November 9th, 2017 11:48 AM Author: Hateful Parlour 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: buck-toothed codepig native 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: Hateful Parlour 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: buck-toothed codepig native 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: Hateful Parlour 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: buck-toothed codepig native 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: Hateful Parlour 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: buck-toothed codepig native 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: Hateful Parlour 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: Curious temple 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: House-broken Submissive Corner 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: Hateful Parlour 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: Flesh institution 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: Well-lubricated internet-worthy menage pocket flask 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: House-broken Submissive Corner 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: sickened mauve location 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: Well-lubricated internet-worthy menage pocket flask 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: slippery metal locus 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: Flesh institution 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: Hairraiser pozpig (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: Hyperventilating exhilarant antidepressant drug lay 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: seedy odious faggotry box office 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: Hyperventilating exhilarant antidepressant drug lay 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: Topaz crotch heaven 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: buck-toothed codepig native (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: bull headed point 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: Stubborn Razzmatazz Roommate 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: Angry hissy fit jewess 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: Ultramarine Multi-colored Range Scourge Upon The Earth 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: twisted stead alpha 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: Hateful Parlour 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: splenetic bistre theatre 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: Hateful Parlour 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: Hateful Parlour 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: House-broken Submissive Corner 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: Hateful Parlour 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: House-broken Submissive Corner 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: buck-toothed codepig native 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: Hateful Parlour ? 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: Hateful Parlour 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: Sooty irradiated selfie kitchen 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: Hateful Parlour 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: House-broken Submissive Corner 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: Stimulating Hyperactive Kitty Cat Resort (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: Hateful Parlour 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: House-broken Submissive Corner 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: Hateful Parlour 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: House-broken Submissive Corner 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: Hateful Parlour 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: Hyperventilating exhilarant antidepressant drug lay 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: sable center queen of the night 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: sexy zippy idea he suggested 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: clear fragrant theater stage old irish cottage 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: Hateful Parlour 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: Fuchsia stag film main people 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: Ungodly hall 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: Hateful Parlour 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: Hateful Parlour 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: buck-toothed codepig native ?
also, i owned bitcoin since like 2015, hth |
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Date: December 12th, 2018 11:02 AM Author: buck-toothed codepig native ? Odd this stopped getting bumped (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#37394900) |
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