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Strategies & Market Trends : Trader J's Inner Circle
SNOW 175.79+6.4%3:38 PM EST

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To: Trader J who wrote (54542)4/4/2022 1:04:39 PM
From: Elroy  Read Replies (1) of 55475
 
Just glancing at your portfolio, I noticed this one.

ROKU - they do streaming TV? Isn't that commoditized? We recently moved from overseas, and bought new TVs. We have Netflix, Apple+, Paramount+ (free with T-Mobile), HBO Max (free with T Fiber) and we pay for Disney+.

The only one we pay for is Disney+, and we pay a bit ($4 per month) to get a second Netflix screen (we get the first one free with our T-Mobile cell phone plan).

How does ROKU fit into this streaming mess? With Netflix collapsing, and everybody offering a streaming service, what's the ROKU long term competitive advantage?
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