Thread
$ROKU
The story for Roku has gone from simple to complex.
The year of 2020 has been called the "digital transformation," and it was.
It thrust technology usage three to five years forward in a one year period.
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$ROKU
The story for Roku has gone from simple to complex.
The year of 2020 has been called the "digital transformation," and it was.
It thrust technology usage three to five years forward in a one year period.
/1
$ROKU
The companies that will benefit most from this acceleration of time, or if you prefer, "contraction of time," are the ones with most resources. That's money and people.
It's no wonder then that the megas caps ruled all of 2021.
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The companies that will benefit most from this acceleration of time, or if you prefer, "contraction of time," are the ones with most resources. That's money and people.
It's no wonder then that the megas caps ruled all of 2021.
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They were able to see which of the many various markets they had staked a small claim to, that then needed a serious claim.
Connected TV was one of those "needed" thematics.
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Connected TV was one of those "needed" thematics.
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It became clear from the one-year that represented three to five years (aka 2020) that the connection of the glorious glass and metal box in the middle of living rooms to the Internet was a "need to pay attention" to market.
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With that clarity thrust upon them, both Amazon and Alphabet launched head first into the space making several deals, partnerships, and committing serious capital on the turn of a dime.
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Such is the power of the mega cap in today's world, and such is the urgency in this area -- a part of the "new Internet."
It became apparent to the mega caps that just like when the cell phone became connected to the Internet, it was, shall we say... a very big deal.
...
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It became apparent to the mega caps that just like when the cell phone became connected to the Internet, it was, shall we say... a very big deal.
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As in, a trillion dollar market.
Roku was the collateral damage. It could neither move as quickly nor as forcibly as the mega caps, and now we face 2022, which is more like what 2024 may have looked like if not for COVID crunching time.
But...
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Roku was the collateral damage. It could neither move as quickly nor as forcibly as the mega caps, and now we face 2022, which is more like what 2024 may have looked like if not for COVID crunching time.
But...
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Roku would have been larger in 2024 than it is today.
Whatever the risk was for Roku playing in a field that the megas sure seemed to be thinking about, it has now quadrupled (or whatever).
...
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Whatever the risk was for Roku playing in a field that the megas sure seemed to be thinking about, it has now quadrupled (or whatever).
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Now, can Roku stand toe-to-toe with the megas right now, as opposed to in 2024?
We're about to find out. @Roku
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We're about to find out. @Roku
9/9
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