Will Streaming Ad Spend Rocket Roku?
We’re also monitoring 2 headwinds for Roku moving forward: competition and carriage disputes.
Watch out for competition from Apple TV. While it’s tough to separate Apple TV content from device mentions on the brand scatter chart below, the end result is that Apple is receiving a lot of interest from consumers. In contrast, Amazon’s FireTV/stick is losing.
Carriage disputes have a big impact on sentiment. When Roku announced it was removing YouTube TV from channel store in a dispute with Google, consumer sentiment for Roku dropped -12 points. Sentiment has since normalized, but qualitative analysis reveals consumers are still frustrated when they can’t stream their desired content.