🤫 Google and Apple TV Can't Beat Roku (Here's Why)
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- Опубликовано: 10 сен 2024
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⚠️ People are aware of the huge shift happening from linear TV to #streaming, but they're missing why #ROKU is absolutely dominating and what makes it one of the best tech stocks. Roku has 50% more hours streamed than Amazon Fire (AMZN stock) and 6X the watch time of Apple TV (AAPL) and Google TV (GOOG). In this episode, I explain exactly what Roku does differently and why could be one of the best stocks to buy now.
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If you believe in the future of connected TVs, ROKU is a winner. I have ROKU stock in my portfolio on Public.com
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That was the best breakdown of ROKU I've seen thus far, great DD and work Alex...Thank you as always
I have used pretty much every tv platform either through work or friends/family, and Roku is hands down the greatest, imo.
I choose ROKU for the fact of its independent ecosystem from apple or google.
Their new units are very good and getting better. Extremely user friendly and super portable.
It’s incredibly impressive to me how the roku streaming stick is only the size of a USB but is able to run the roku software REALLY fast. It’s so much snappier than my android tv’s built-in OS. Its actually nuts.
Best explanation of Roku that I have ever heard ! I feel like I understand the space so much better, Thank you for doing the research that I haven't found time to do.
My pleasure. That's exactly what I'm here for!
Great analysis and you’re absolutely correct about ROKU dominating in the USA. In the past I used both the Amazon firestick and Goggle Chromecast. ROKU in my experience is superior to both. It’s one of many reasons why I bought a top of the line 75 inch TLC widescreen just over a year ago which has the ROKU operating system built in. As you mentioned it’s all about the software and it works seamlessly with my TLC to give a very pleasant viewing experience. It’s also very easy to use and never had an issue with it.
I think a lot of the recent ROKU hate are from Palantir zealots who are still mad about ARK selling their position. I’ve used all of the ROKU alternatives, and ROKU by far was the best.
I've had a few smart TVs as well and every OS on them is crappy... except Roku's because it's built for TVs. Imagine that.
Yes, my 2013 TV is pretty much useless for running apps. Plus the apps are buggy anyways. I only use ROKU as the UI and streaming is way better.
Alex, fantastic video. I have been a Roku investor for ages. This is a long term hold for me and I appreciate the detail you just provided. I just added to my position at 110 and 127.90. Thank you.
I used to be a devoted Roku user for over 10 years. Last year with its issues with RUclips TV I decided it was time to dump my Roku's and get Chromecast with Google TV devices. Have not regretted it in the least bit.
LOVE THIS. Thank you Alex. It took me quite a long time to understand Roku - it is truly not an easy business but once I got it it was like a million lightbulbs going off.
While, I understand that this video is more about an evaluation of Roku stock and less about its streaming players. About 5-years ago decided to by a new streaming player and, I needed to select between the Apple TV box and a Roku Ultra unit. However, around this same time Apple, Inc. decided to permit Roku to use their Apple TV plus software to gain users. So, by going with Roku, I got the best of both worlds all my years of iTunes movie and TV shows, and all the other services on the Roku platform at a lot lower price than for an Apple TV box (smile...smile).
clicked on this video and bought a roku. now to get some stock.
What do you think of your Roku?!
@@TickerSymbolYOU It's great upgrade to my TV for a very low price point. My TV came with an atrocious remote control and the native OS didn't allow me to install some third-party apps like appletv. The voice control is a nice feature. Automatic Volume Leveling is great too, no more getting pissed the f-off when commercials come on. I don't know why I waited so long to get this product. For $30 I solved my shitty remote control problem and I discovered that there was a Foundation tv series.
I have ROKU tv and i wouldnt be without it
Rokus software is so well optimized that my iTunes library loads faster on my Roku than on iTunes own hardware the Apple TV.
That's actually pretty wild!
did Apple TV, and Firestick, have a Chrome stick - but now use Roku 99.99% of the time. The others are gathering dust or tossed in a box.
Woah, that's wild to hear. What made you choose the Roku?
@@TickerSymbolYOU seems to be more apps for content (compared to Apple TV) and is much more stable than Amazon Firestick - and the Chrome stick was just a joke
We've had other devices for streaming Sansung tv, xbox, PS4 and even the Firestick. Roku has been by far our favorite device. Although just recently our roku has been overheating. I really hope Roku turns it around.
Roku just extended its distribution deal w/ Amazon, so amz prime will continue to be featured on Roku units and tvs for a number of years.
ROKU is still kind of overvalued at 50$ though it could be a good buy
@@rogersmith7808 Roger it seems that we have a miscommunication sir I am referring to the stock price that is overvalued the Roku stock in particular
The idea that Roku has an insurmountable data advantage over Google is laughable.
Im long Roku and agree the data google has is massive in comparison, but it's much more broad while this is much more focused towards TV, and also their TV advertising system is superior
A lot can be inferred about TV viewing habits when you have user's search history and emails, plus data from existing Google TVs to cross reference it with. Google's advertising UI could be improved with a trivial amount of software engineering. Other than Google slacking off, I see no real moat for Roku.
Waiting for your deep dive on UiPath :)
Thank you timez’ a million for this info. TOTALLY dig the content. Just yesterday, cancelled Xfinity cable, phone and voice bs they offer. Just use Xfinity wifi and eero, just need to pick up Roku, saving my family a couple hundred every month that I’ll dca into Roku 💯💯❤️
a few years ago, Roku got down to $30. Two years later--$600.
I've been using ROKU since it's was known as the Netflix box. Since ditching cable everything we watch is on it. Netflix, Hulu, Amazon video, RUclips and some of the other free apps..I'm watching this video now using my ROKU Ultra.
I hope you are right, I'm down around 40% on it, it was one of my larger positions, not anymore and not because I sold any shares lol.
I am in the same boat. Big difference from 490. Buy and hold. We will be thankful some day.
So I agree, but one issue I see with this is people don’t watch tv as much as they used to; kids these days use their phones tablets or computers? Correct me if I’m wrong.
Absolutely love this channel, THANK YOU!!
When Roku is terrible right now. My roku Tv has been constantly rebooting and rebooting every single day I try to watch TV
Thank you Alex for your excellent analysis. I have a burning question: every time when I watch RUclips on my Roku tv I am wondering is this ad initiated by Google or by Roku? How would they split the revenue? Could you shed some light?
Because of this video I am going to buy Roku device (not stock).
I see a problem here for Roku,
If Roku achieved their data like how Facebook achieve their data there could be catalyst down the road that would cause Roku stock to crash like what happened to Facebook.
Great job! Well researched. Thank YOU! 😁
So you have to believe in the long term future of TVs to believe in the long term future of ROKU. I didn't expect it but this video made me less bullish.
Yes. That's definitely true. If you don't believe in the long-term future of TVs you should absolutely avoid Roku.
That’s a really good point. Didn’t think about how Roku doesn’t really have any footprint on mobile right now.
The problem is roku software looks like it is from 1995. Once you use Apple tv it is hard to look at a roku screen.
Cathie Wood sold Palantir to double down on Roku. I didn’t do the same but I bought some Roku only A few shares I could afford. Out of cash.
Any thoughts on TTD? Used to be an ARK stock but for some reason it fell out of favor
i've three roku devices & two persistent issues lead me to switch to the firestick. 1) the wifi connection kept saying it wasn't connected but everything else in my home was fine. i include the frozen screen in this one. 2) the remote battery drain issue.
Phenomenal video. Great job. You make some of my favourite, and most informative videos.
Roku does NOT run faster than AppleTV on my tv. AppleTV is THE fastest I have experienced by far. Also, the easiest set up and the least ADs.
Are we talking about the ROKU whose stock was at $490 in July of 2021 and now 9 months later is worth $113?
In the words of John McEnroe: "You can't be serious".
So, you watch RUclips but not the news, huh?
I agree with comments here - best Roku video ive seen as well.
Isn’t it like a normal cable tv? I don’t get how innovative or special it is other than the “data” part of it
I am a fan of the channel, and thank you for providing great content. I disagree with this specific view. As smart TVs get cheaper and cheaper with better chips, the value prop of being able to run on a cheaper chip will diminish and the moat from this will also disappear over time. Ability to recommend cross platform, may not be such a large differentiator in my opinion.
Oh really? Let us know when you think Android, Samsung or LG's OS gets anywhere near close to the ease and utility of Roku's.
You obviously don’t have the very limited Samsung’s mart’ tv that I do.
So why have I never even heard of Roku? Do they have a marketing issue?
Wow, that actually kind of blows my mind. That's like not hearing of Netflix!
Great explanation on why Roku TVs are winning ... low CPU load leading to cheaper TVs with smooth navigation. Can you do an update on how the market is shaping up today? Just walking around Target, Walmart, and Costco, it seems Vizio, LG and the Roku TVs (Hisense, TCL, etc) are dominating even more. Samsung seems lost as they are being forced to slash prices. It seems Samsung is going to try Google TV, but that seems like s lose-lose pairing. Will Fire TVs ever be sold at stores like Target or Walmart? It seems Toshiba now makes Fire TVs, but they only seem available on Amazon. Vizio and LG might be the only brands that can stay independent. I do like Vizio's interface, but the apps are limited.
Amazing video once again. You always nail it with the key questions and theses with these investment cases.
I've never seen a Roku device or heard anyone talk about it outside of investing channels. Do they have no presence in European countries?
I love your content! I feel that you're very well researched. Content has helped me tremendously and my investing and my general knowledge of the tech sector and innovation in general. Please please keep making all this great content! Appreciate you...
Great Episode, Better DD than ARK imo.
Where can I find Ark's dd on Roku?
Another great video, thank you.
Great analysis. Fast forward just a couple months to late July, and Roku (in my portfolio) took a hell of a hit.
Yeah. I can't control the market. I'm just trying to inform people about the actual company and what it does.
@@TickerSymbolYOU ultimately companies need to back their stories with results, roku hasn't done that lately. they are far down on the advertising ladder
I might have understood this better if I owned a TV.
LOL good for you
The dramatic music and the start and end of the video is awesome
Like we're about solve the mystery of the stock with science and investigation skills
Good stuff mate
Looking forward to future videos
Trying to mix it up! Glad you enjoyed
Like and reply from the OG
It's dope man, deep dives and long interviews are great as well
Hope this channel gets more attention
@@TickerSymbolYOU the music confused me and I paused the vid to figure out where it was coming from 🥴
Depends where you live. In Canada roku sucks. Very limited channels. I can watch ctv on my firestick but could only get ctv news on the roku. If you live in the USA you get all kinds of channels.
Apple kills Roku easily. I never see advertising using my Apple TV. Spending a little more up front to not have to be advertised to is worth so much in my opinion. I have the concept of a “smart” TV. I would rather all the TVs just be a TV and we buy a streaming devise of our choice. Keep the operating system just be focused on the best picture. Apple also does cross platform viewing. It tells me where something is streaming and keeps track of where i am in a show and i don’t have to pull up the app to get there, I just click on the show in Apple’s menu.
Apple TV has the worst interface. It doesn't integrate all of you streaming services and live TV. My Apple TV's have become nothing more glorified paper weights.
I've never seen advertising on my Roku devices or TVs. Roku is just the software to take me to my streaming channels.
@@deman19901 I have two live tv providers on my apple tv, my normal cable provider and an additional pay tv subscription - I do not use the system on my TV at all
not interested in apple tv
Ahh man you’re my new fave channel! Thanks for the deep dive!
Roku is like microsoft edge. It might be "dominant" by definition, but given the choice (which we can only control when purchasing the hardware), I'm sure consumers would choose a different platform.
well said
With less than 10% market share Msft Edge is hardly dominant, that title hands down goes to google chrome which sits at over 67% share. Regardless, I prefer roku over its competitors because it works so well and because it’s independent. I really don’t want google on my tv. You say consumers would prefer another platform but provide no evidence nor logical reasoning for why that’d be the case.
I don' believe that is the case. Plenty of people prefer the Roku OS over other options. An excellent example is for the no- tech savy. Roku is by far the easiest OS to use. Give your grandmother a Firestick and a Roku and see which one they like better.
Side note have you used Edge lately(since it's switch to Chromeum). It has improved alot and added nearly all the features that made other browsers better. Even a few that others don't have, like "Collections", that are great. But more importantly it is faster and uses way less resources than other browsers.
Great video Alex. You asked for video suggestions in a previous episode and delivered this detailed dive into ROKU which I asked for. 👏👏👏👏
SE next???
Great video! But I have to say I own all roku tvs and I still use Apple TV because it is so smooth and quick compared to the roku system.
I have almost all Roku devices. to me they are very good and less expensive than others.
I have Roku TCL TV'S and external Roku streaming devices. I especially like the Roku 4K streaming stick the most. It's fast and works very well and is inexpensive. Plus you can chose what resolution you want from 720p to Dolby Vision 4K . Now tell me for a streaming device that's inexpensive what more could you really ask for? Of course it's just my opinion.
Great explanation sir.
Thank you I will add this to my crash list and definitely buy some when the price drops a lot more.
Incredible work yet again. Keep it up, Alex!
I use VPN with my Google chromecast with google TV 4K, Can i sideload applications on Roku? 🤔
“The end of regular cable tv.”
THANK GOD.
Amen
Used to have Roku. Received a free Google Chromecast and installed. The first thing I noticed was how much better the picture was on Chromecast. Bright and crisp and brilliant. SO, I thought, maybe my Roku was old and I bought a new 4k unit. Same quality of picture. Sent the Roku back to Amazon and continue to use Chromecast. I will admit, I prefer the layout and functionality of Roku much better, but the picture quality on Chromecast is just so much better.
You're talking about the past. Roku's days are numbered "now." It's that simple. Most of the larger television manufacturers are "now" moving to Android TV. Both Google and Amazon in the early days blocking each other, opened the doors for Roku.
Roku's lacking of storage and memory are its Achilles heel. Its design limits any AI and advanced user interface. All of our Roku's are being phased out in our home. Well they're present they're not being used in the lieu of both Android TV and Apple TV.
This video was great! Would love to see a video on what has to go wrong for Roku to be a bad investment
Easy: they burn too much money acquiring new customers and/or first-party content no one wants to watch.
You are f’n awesome man. Keep it up . I can tell you put so much into this. Such passion!
Give me a break!! Where do I see advertising on my AppleTV?? How about a deep dive in the UI … comparison between AppleTV and ROKU?? I have multiple AppleTV’s around the house - they are all kept in synch seamlessly … it’s functionality like this and the UI design I’m prepared to pay a premium for … advertising?? What advertising?? The only reason ROKU has the ‘market share’ is because of its price. It’s cheap. You get what you pay for.
Definitely great info to know. I didn’t know a lot of this stuff about Roku, I had no idea about the advertising data, so great research! Gotta say I have a TCL Roku TV and it sucks though, ended buying an AppleTV for my other TVs because they just worked better.
What about it sucked, and what about the Apple TV was better?
How does this fit with TTD, if it does.?
Roku does have some flaws.. Roku TVs only come with the a remote Roku provides. The Roku remote needs to face directly at the TV in order for it to work. If you have a stand alone Roku you will still have to point the remote to the device for it to work, but it's more of a pain when you have a Roku TV as you will have to deal with this for everything you do on the TV. on side note.. It would be nice if Roku had a browser, no reason why they can't include one Even if it's bare bones..
the cheaper roku tvs/players have to be pointed at, the more expensive tvs/player dont. i have both. id love a browser also
12:00, may i know which website or platform u using to do ur research?
I use Roku at home but had no idea they operated like this. Thanks for the informative video!
You are the man! 👏🏻 I had no idea why people used Roku until we got a Roku ultra and all our phones can cast to any TV in the house. Amazing. Why did you tag #bitcoin?
Epic breakdown. Now i get why ark is so into roku. It makes sense now. Thank You!
Your video illustrates exactly why Amazon is likely to ditch Android for it's own OS. I was going to buy a Roku express, until I found out that they do not have native VPN apps, rather you must install on your router. I really like both Fire stick and Roku alot though. There's benefits to both.
I had ROKU for many years since i cut the cord , but changed up to Chromecast TV dongle with remote, extended the storage on it with USB-HUB & lovin it , since i am Google & You tube Tv user, Roku only good0 thing about Roku is Roku channel & is free.. bad about it ... they didnt update the interface since 2005 & always fight with this APP & that or gets removed, but all of them is same shyt streaming devices
Roku and Apple TV have the worst user interface. Google TV and Fire TV do a better job at integrating all of your paid and free streaming services in one location as well as Live TV
I have Apple TV, Firestick, and Chromecast and Roku. I use ROKU the most simply because it is neutral and can get the most channels with frequent app updates.
I think RUclips has replaced traditional TV viewing, with the majority watching youtube on Roku.
I call BS, I own every streaming device, minus the NVIDIA Shield. Roku is constantly losing channels. If anything, they have less channels than everyone else. On top of that, Roku and Apple TV interface just sucks. Fire TV and Google TV does a better job at integrating all; of your streaming services as well as live TV in one location.
I got 6 ads once while watching something
So Roku is like Hulu and Netflix.
Great video
Glad you enjoyed it
At 1:39 to 2:10, Samsung is #3. Why didn't you mention them? Is their TV operating system failing? I live in Australia and have a Samsung smart TV that pairs well with my phone. Why would I need Roku?
Tell me why the stock is down 75% than ?
Have you not noticed that almost every growth stock is down by that amount?
80% of the smart TVs will come with RUclips, Amazon, Netflix apps pre-installed in the future, as it's happening with many Android phones. The idea behind Roku was brilliant, but Android TV, Tizen for Samsung and WebOS for LG will eat it's lunch. 500$ smart TVs come a decent operating system today.
Apps aren't operating systems. Roku is the OS those apps run on.
I have those apps built in to almost every TV I have and don’t use any of them. I only use Roku due to its superiority. I just don’t like the Android environment on any device. I would guess you use an Android based phone as well and I use an Apple. People like what they like.
Roku is lame. My Apple 4K box works amazingly on my new Sony TV and I can used my iphone as a remote. So many other benefits within the Apple ecosystem. I hope the stock keeps taking hard like it has been. Will teach Cathy for picking this over PLTR
What do Roku's unit economics look like (CAC:CLTV, etc)? Their ad spend worries me as compared to the lifetime value of their customer? Has anyone done any analysis on this?
The best way to find growth stocks, key features to keep in mind is as follows: 1. Ensure gross margins are greater than 50% 2. Ensure P/E ratio is less than 100 3. Buy companies that are PROFITABLE, very important irrespective of sector. 4. Debt to equity ratio is less than 30% 5. Current ratio is above I 6. and a Float under 100 million One stock that fits the bill is FLGT (Fulgent)
I personally hate their product. It's the worst. I don't care how much market share they have. Android and Apple TV integrate with other devices and platforms like your phone, computer, RUclips, etc which is something roku does not have access to. Furthermore, machine learning when applied to movies and tv shows is extremely inaccurate imo. Netflix and all other movie providers rarely recommend things that I like, so the data is worthless imo. RUclips algo is way better because there's more granular features and content for the AI to learn from. Just my opinion, but I hope you all do well on your positions.
Good video
More Deep dives into stocks ! This timeframe is perfect to compare the stock's Financial changes in valuation and of whats going on with company events ETC, since the big Correction.
ROKU is crushed today after earning....data doesn't lie!
Great video, as usual.
Glad you enjoyed it
Roku is an underrated advertising company. Hardware (entry-level devices, RokuOS licensed to TV manufacturers) is the gateway to the ecosystem. The company earns from every ad displayed (first-party inventory: 100%, third-party inventory: 30%). In my opinion, Roku should reduce its marketing costs and invest in original content: Acquiring small studios and expanding the Roku Channel globally
Nice video! Could you make a video about $PSTI as well? Their cell expansion technology seems to be very promising.
Can you do an update on Roku
Not discounting some of your points but from my point of view, roku falls short of the competition. I bought a TCL Roku tv and I regret it, won’t buy a roku device again. Why you ask? This might not apply to everyone but I keep finding things that it’s just completely incapable of doing.
First is apps. Sure you get the basics but that’s about it. All the other apps available for download are trash and it’s very restricted. I use IPTV services and there is no official way at all to use IPTV on roku. That’s huge for me because I’d rather not use my fire stick for IPTV when the TV itself should be allowed to do this.
Second is VPN and network settings. VPN just isn’t allowed period. My VPN provider can let me configure devices to be on the vpn through changing DNS servers, but there is another problem, I can’t even change DNS settings!
I generally do like the TV itself, and the Roku OS is laid out well but I simply can’t do what I want with it. I regret not paying a bit more and getting an android based TV.
TCL is ditching Roku for Google TV now. More vendors will likely follow.
12:30 The higher marketing spend and the competition from amazon , apple, google is the same thing. Why else would they need to spend more on marketing if there was no competition and they had an infinitely better product? Just look at Tesla , they had neither for a while and they spent 0 on marketing
What is "connected TV"? What is it connected to?