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Month: August 2018

Here’s Why Roku Stock Will Surpass $100 In Next Two Years

Roku’s stock (ROKU) is getting a lot of attention after it reported stellar second-quarter results due to 57% year-over-year revenue growth to $156.8 million beating the analyst forecast of $141 million. Compare this to 37% year-over-year revenue growth in Q1. However, as I stated in my Q1 article, the platform revenue is where Roku will continue to see a majority of the gains. The video streaming platform revenue was up 96% during the period to $90.3 million with player revenue up 24% to $66.5 million. Some of the analysis below is taken from an article I wrote last quarter on Seeking Alpha. The…

Live Over-the-Top Sports: Global Spotlight on India and China

Global Market for Live OTT Sports is Heating Up As the ultimate live experience, sports are a driving force behind many subscribers’ decisions to choose between cable TV and OTT. Revenue growth in OTT is expected to almost double from 2017 to 2022 from $46.5 billion to $88.4 billion1  and by offering content choices to sports fans from all over the world, OTT providers can gain a critical competitive advantage. For example, the English Premier League (EPL) has over 210 million fans outside of the UK that Amazon intends to capture with a recent deal to show 20 matches a…