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Stock investing bros: thoughts on ROKU?
Poast new message in this thread
Date: November 9th, 2017 11:48 AM Author: Bright marvelous private investor 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: jade dilemma toilet seat 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: Bright marvelous private investor 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: jade dilemma toilet seat 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: Bright marvelous private investor 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: jade dilemma toilet seat 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: Bright marvelous private investor 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: jade dilemma toilet seat 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: Bright marvelous private investor 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: cream misunderstood state goal in life 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: wine potus 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: Bright marvelous private investor 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: motley henna fortuitous meteor 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: Bateful Silver Halford Headpube 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: wine potus 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: appetizing school cafeteria 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: Bateful Silver Halford Headpube 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: pearl bearded library jew 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: motley henna fortuitous meteor 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: rambunctious round eye (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: Startling school ape 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: Ivory vigorous idea he suggested native 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: Startling school ape 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: hilarious sweet tailpipe 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: jade dilemma toilet seat (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: impertinent cruise ship degenerate 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: Electric affirmative action base 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: Learning disabled box office 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: aphrodisiac seedy step-uncle's house idiot 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 institution 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: Bright marvelous private investor 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: Arousing Set Tattoo 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: Bright marvelous private investor 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: Bright marvelous private investor 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: wine potus 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: Bright marvelous private investor 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: wine potus 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: jade dilemma toilet seat 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: Bright marvelous private investor ? 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: Bright marvelous private investor 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: Azure irradiated national 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: Bright marvelous private investor 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: wine potus 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: Bonkers thriller heaven (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: Bright marvelous private investor 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: wine potus 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: Bright marvelous private investor 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: wine potus 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: Bright marvelous private investor 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: Startling school ape 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: Underhanded gaping quadroon 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: Razzle domesticated trump supporter 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: Unhinged Snowy Lettuce 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: Bright marvelous private investor 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: Claret Deer Antler Newt 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: grizzly wonderful piazza turdskin 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: Bright marvelous private investor 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: Bright marvelous private investor 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: jade dilemma toilet seat ?
also, i owned bitcoin since like 2015, hth |
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Date: December 12th, 2018 11:02 AM Author: jade dilemma toilet seat ? 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: Overrated Public Bath ? (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: brilliant skinny woman (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: Excitant sepia forum 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: Overrated Public Bath 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: jade dilemma toilet seat (http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#45429446) |