Roku vs. Amazon: Roku is launching an a la carte TV subscription service that will compete directly with Amazon Channels.
% of customers coming from Amazon Channels according to TDG:
1) Showtime OTT — 72%
2) Starz — 70%
3) HBO Now — 50%
Estimated revenue comparison:
1) Amazon Channels — $375M
2) Roku platform (primarily advertising) — $351M
Why this matters: Roku has a rapidly growing advertising business (↑ 74% YoY) and this will offer more inventory from any services that offer advertising while also making money from the subscriptions themselves.
# of apps currently available:
1) Amazon Channels — 100
2) Roku — 25
Flashback #1: The Road to À La Carte Television