Becoming the next smart TV platform is the real war here.
By becoming the go-to platform for smart tv apps, the winner gets the following advantages
- rich access to search and voice data (which, by the Amazon playbook, is super valuable for originals)
- hardware profits
- ads related profits. My definition of ads are any apps/placements that are not organic. This includes actual ads for shows etc, but also placements in search results dedicated sections etc.
- per transaction profits. This is the apple playbook. Take a 30% cut of every transaction.
- Subscription profits from original apps - say roku originals or Apple tv+.
There is a lot going on here, and what we are seeing here as a deadlock is a stalemate due to clashes between Google and roku on many of the above issues.
By becoming the go-to platform for smart tv apps, the winner gets the following advantages - rich access to search and voice data (which, by the Amazon playbook, is super valuable for originals) - hardware profits - ads related profits. My definition of ads are any apps/placements that are not organic. This includes actual ads for shows etc, but also placements in search results dedicated sections etc. - per transaction profits. This is the apple playbook. Take a 30% cut of every transaction. - Subscription profits from original apps - say roku originals or Apple tv+.
There is a lot going on here, and what we are seeing here as a deadlock is a stalemate due to clashes between Google and roku on many of the above issues.