Why Can’t Apple Figure Out Television?

Apple has run into a variety of issues with its TV product including:
1)
Film and TV executives unwillingness to negotiate for content rights
2) Cable companies dragging their feet until their own streaming TV products arrived

Part of this can be attributed to Apple’s success with iTunes. The film/TV executives witnessed the impact Apple had on the music industry and fought to avoid the same fate.

Previously on SOTS. Roku Leads U.S. Connected-TV Market, Apple TV Expected to Lag Rivals (Study)

Ranking by market share in the U.S.:
1)
Roku — 23%
2)
Chromecast — 22%
3)
Amazon Fire — 21%
4)
Apple TV — 13%

More on this topic. Apple Stuck in TV Test Pattern

Roku Leads U.S. Connected-TV Market, Apple TV Expected to Lag Rivals (Study)

Roku continues to lead the exploding connected-TV market with a share of 23%.

Ranking by subscribers in the U.S.:
1)
Roku — 38.9m
2)
Chromecast — 36.9m 
3)
Amazon Fire — 35.8m
4)
Apple TV — 21.3m

Ranking by market share in the U.S.:
1)
Roku — 23%
2)
Chromecast — 22%
3)
Amazon Fire — 21%
4)
Apple TV — 13%

168m people in the U.S. will stream video via a connected device this year.

That number is up 10% from last year.

Roku proves it can hold its own against tech heavyweights

Roku recently announced that it plans to go public.

Roku is the U.S. market share leader for Connected-TV:
1)
Roku — 23%
2)
Chromecast — 22%
3)
Amazon Fire — 21%
4)
Apple TV — 13%

More on this topic. A Roku IPO problem: Netflix and YouTube are huge on Roku, but they don’t make Roku any money

Key user numbers from the filing:
1) 15.1m active user accounts
2) 6.7b hours of streaming during 1H-2017
3) 74 hours per user/month

Performance over the past three years:
1) Active users — ↑ 223% (15.1m from 4.4m)
2) Services revenue per user — ↑ 141% ($11.22 from $4.65)


More on this topic. Apple Really Needs To Get On The Stick

Amazon Eyes Video Advertising Expansion


How aggressive will Amazon be in the video advertising space in 2018?

Crazy stat. The Fire TV stick was the #2 product on Amazon this holiday season and had double the sales compared to 2016.

Connected TV ranking by market share in the U.S.:
1) Roku — 23%
2) Chromecast — 22%
3) Amazon Fire — 21%
4) Apple TV — 13%

More:
1)
Niche Content Is Finally Going Mainstream

2) 2018 will be a pivotal year for Facebook’s video ambitions

3) Snapchat May Force Users To Watch Three Seconds Of Ads Before Skipping