[貓的隨想]
[中小型成長股: Roku(ROKU)]
[財報結果整理]
今天比較引起我注意的新聞, 就是這條新聞了:
"串流設備大廠 ROKU (ROKU-US) 大漲 17.67%，該公司將 NBC 的 OTT 服務串流媒體平台 Peacock (孔雀) 添加其平台中。"
想法? Well, 兩家公司斡旋了好久, 看來Comcast還是繞不過Roku.
今天有一條Quibi的新聞(營運不善的意思):
《華爾街日報》引述消息人士稱，由迪士尼前高層卡岑貝格(Jeffrey Katzenberg)創立、惠普前行政總裁惠特曼(Meg Whitman)有份領導的短視頻串流服務商Quibi，計劃整體出售，同時考慮借殼上市。
兩條新聞放在一起看, 其實挺有趣的.
所以, 如果Peack不上Roku平台, 下場就可能會像Quibi一樣呢?
"Quibi -- for the many people out there unfamiliar with it -- is a streaming platform that launched earlier this year with an all-star cast of costly short-form content. Despite spending a ton of money on programming and even springing for a Super Bowl ad, its decision to launch as a mobile-only platform meant that it wouldn't play on Roku or other TV-based hubs. The result: It flopped. In his opening monologue at the Emmys on Sunday night, Jimmy Kimmel called Quibi the dumbest thing ever to cost a billion dollars.
Roku never had a chance to help drive an audience to Quibi, but Peacock could have been different. However, Comcast's attempt to launch it without getting Roku and Fire TV on board -- and the relatively tepid response the service's debut generated as a result -- should serve as a cautionary tale for any future entrants to the streaming game."
上次Roku的財報結果已整理. 在這裡:
https://makingsenseofusastocks.blogspot.com/2020/03/etc-roku-roku.html
之前寫過的Roku介紹文(兩篇):
https://bit.ly/3clUMcK
https://bit.ly/3mJCZ3O
Quibi新聞:
https://bit.ly/2RJFjts
Roku新聞來源:
https://bit.ly/3j3Zuy8
英文新聞來源:
https://www.nasdaq.com/articles/2-reasons-roku-won-the-roku-peacock-stalemate-2020-09-21
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