Roku Starts Selling Streaming Services, Including New Epix Service, via the Roku Channel


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


More #1: Roku Targets Amazon With ‘Premium Subscriptions’

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