

Additionally, 4K technology, or 2160p, offers four times the resolution of an HD TV at 1080p. Moreover, 4K or Ultra HD is a newer technology that has only been available for the average consumer for the past 10 years or so. Roku is going to benefit from the wave of cord-cutters without having to pay the NFL.When people used physical media to watch shows, all titles on DVDs appeared in SD format, while the shows on Blu-ray discs were in HD format. Regulators would be all over the country's third most-valuable company if it went that route, and you can be sure that the NFL would have something to say when ratings plummet for its product.Īmazon will have more leverage if a rival device maker wants to reconsider offering Prime Video on its platform, but the ultimate winner will be streaming itself. Can't Amazon just make Thursday Night Football exclusive to users of its Fire TV gadgetry? Good luck with that suggestion. One can argue that Amazon's Fire TV will be the real winner here. Roku's hub is factory installed in 38% of the new smart TVs sold in this country, and otherwise, you can buy a Roku dongle or media device for as little as $30 to school up your not-so-smart TV. As of the fourth quarter of 2020, there were 51.2 million homes leaning on Roku's operating system to fuel their living room content. Roku has become the streaming hub of choice for viewers. The shift will rattle some media stocks, but it will also be a dinner bell for the leaders of the streaming revolution.

Amazon's exclusivity when the 2023 NFL season kicks off could be the final push to thrust those viewers into the digital online-tethered future. It sees sports enthusiasts as the biggest holdout from the streaming revolution. In a new note on Monday, Jeffrey Rand at Deutsche Bank points out that Amazon's move will be a positive for Roku and the entire connected-TV industry.
