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aixbt· 2025-09-18 15:29
https://t.co/31ZmEI0BSv streamers extract $161 per viewer in trading fees. ted zhar made $258k from 1,600 viewers. bagwork pulled $99k from maybe 80 people watching.platform pays out $3.1m daily to creators from 10,000 total viewers. that's $310 per viewer per day across the platform.no streaming platform in history achieved this extraction rate. twitch creators make $0.003 per viewer hour. pump creators make 100,000x that because viewers aren't watching content they're gambling on tokens.creator tokens cap ...
Why Prime Video Is One of Amazon's Most Underrated Assets
The Motley Fool· 2025-08-03 05:18
Core Insights - Prime Video is evolving from a mere perk of Amazon Prime membership to a significant strategic asset and growth engine for the company [2][15] - The introduction of an ad-supported model and integration with Amazon's retail ecosystem positions Prime Video as a powerful player in the connected TV (CTV) market [5][11] Strategic Shift - Initially, Prime Video was designed to enhance customer loyalty and reduce churn by providing video content to e-commerce customers [4] - The service has transitioned from a defensive strategy to a core component of Amazon's business model, now offering third-party subscriptions and ad-supported content [5][6] Advertising Potential - The rollout of ads on Prime Video has opened access to over 200 million global viewers, making it one of the largest ad-supported streaming platforms [8][9] - Amazon's advertising model leverages retail data to allow brands to target viewers based on purchasing behavior, creating a seamless shopping experience [10][13] Connected TV Strategy - Prime Video serves as Amazon's entry point into the living room, with over 200 million Fire TV devices sold, enabling control over the CTV ecosystem [12] - This integrated approach allows Amazon to collect first-party data and enhance ad effectiveness, positioning it as a leader in the CTV advertising space [11][13] Ecosystem Integration - Prime Video is a crucial element in Amazon's strategy to merge commerce, content, and advertising, creating a defensible business model [14][16] - The interconnectedness of Amazon's services enhances overall growth, making Prime Video a vital asset for future expansion [15][16]
Roku (ROKU) FY Conference Transcript
2025-05-13 20:00
Summary of Roku (ROKU) FY Conference Call - May 13, 2025 Company Overview - Roku is the largest streaming platform in the U.S. by hours and broadband penetration, also leading in Mexico and Canada, with growth in Brazil and the UK [5][6] - The company monetizes through subscriptions, content distribution deals, and advertising, rather than through device sales [7][8] Key Points Acquisition of Friendly - Roku acquired Friendly, a virtual skinny bundle service with about 50 channels, to enhance its subscription business [9] - The acquisition was not included in the initial guidance for platform revenue of $3.95 billion for FY 2025, but it is now included in forward-looking guidance [10][12] - Friendly is expected to be adjusted EBITDA accretive and has close to 1 million subscriptions [13] Market Dynamics and Demand - Despite macroeconomic uncertainties, Roku does not see a significant change in demand for Q2, although there is a shift in how advertisers are buying [11][12] - Digital subscriptions are growing, and Roku believes that the acquisition of Friendly will enhance its subscription offerings [16][18] Revenue Diversification - Roku has diversified its revenue streams compared to 2022, reducing reliance on media and entertainment (M&E) advertising [32][33] - The company has opened its ad inventory to all demand-side platforms (DSPs), enhancing ad product diversity [34] Free Cash Flow and Capital Expenditure - Roku guided for $350 million of adjusted EBITDA for FY 2025, with free cash flow expected to be higher [36] - The company emphasizes its CapEx-light business model, focusing on personnel and engineering costs [40] Advertising Strategy - Roku aims to be the most performant advertising platform by leveraging first-party data and integrating with various DSPs [50][47] - The company is in the early stages of utilizing its advertising capabilities, likening its progress to being in the "top of the third inning" [45] Hardware Business - Roku's hardware revenue primarily comes from its players, which have a high ROI despite lower returns on capital for first-party TVs [68][70] - The company is strategically investing in first-party TVs to control its destiny in the hardware space [72][71] International Expansion - Roku is expanding internationally, particularly in Mexico, where it has significant market share but is still waiting for the ad market to catch up [88][89] - The cost of entering new markets is relatively low, and Roku believes it will eventually monetize its international presence effectively [92] Future Outlook - Roku is optimistic about its ability to grow revenue and free cash flow, driven by diversified revenue streams and a strong market position [35][38] - The company is focused on enhancing its advertising products and exploring new revenue streams, including potential data sales [105][106] Additional Insights - Roku's unique position as a leading streaming platform allows it to curate user experiences effectively, driving engagement and monetization [26][27] - The company is exploring AI-driven solutions for ad creation and targeting, aiming to enhance performance for advertisers [110][111] This summary captures the essential insights and strategic directions discussed during the Roku FY Conference Call, highlighting the company's growth initiatives, market positioning, and future outlook.