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2021-08-09
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Roku, Amazon are top two in connected TV amid sharp recent growth<blockquote>Roku和亚马逊是联网电视领域的前两名，近期增长迅速</blockquote>
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And one trend looks to be holding true: the resumption of a secular decline in broadcast and cable viewing.</li> <li>But that is leaving room for ongoing healthy growth in connected devices. A State of Viewership report from Samba TV indicates the top two platforms in terms of total impressions are <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>.</li> <li>Roku impressions are up 27% from Q1, and Amazon up 49%. Comparing them to Q4 2020, Roku is up 118% and Amazon up 204%.</li> <li>Contrast that with cable (down 25% from a year ago) and broadcast television (down 19% over that span). Those drops were more muted vs. 2019 for cable (cable -7% vs. Q2 2019, broadcast -12%), suggesting that \"cable networks are stabilizing to pre-pandemic levels more readily than broadcast after spikes during the height of the pandemic-related lockdowns.\"</li> <li>And this most recent streaming health isn't evenly distributed. <a href=\"https://laohu8.com/S/SSNLF\">Samsung Electronics Co., Ltd.</a> connected devices, third in overall impressions, saw the same 27% Q/Q gain as Roku, but are up only 31% from Q4. And <a href=\"https://laohu8.com/S/AAPL\">Apple</a> device impressions declined 6% from last quarter (up 18% from Q4), and impressions from <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> devices like Chromecast fell 49% Q/Q and 51% from Q4 2020.</li> <li>Among other insights in the report: The top three advertisers in the U.S. were networks themselves - in order, NBC(NASDAQ:CMCSA), <a href=\"https://laohu8.com/S/DISCA\">Discovery</a>, and <a href=\"https://laohu8.com/S/VIAC\">Viacom CBS</a>, ahead of heavy advertisers like Liberty Mutual insurance, Geico, Domino's Pizza and T-Mobile.</li> </ul></p><p><blockquote><ul><li>在新冠肺炎疫情经历了颠覆性的一年后，流媒体的观众趋势正慢慢开始趋于平稳。有一个趋势看起来是正确的：广播和有线电视收视率的长期下降恢复。</li><li>但这为互联设备的持续健康增长留下了空间。Samba TV的收视率报告显示，就总印象而言，排名前两位的平台是<a href=\"https://laohu8.com/S/ROKU\">Roku公司</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>.</li><li>Roku展示次数较第一季度增长27%，亚马逊增长49%。与2020年第四季度相比，Roku增长了118%，亚马逊增长了204%。</li><li>相比之下，有线电视（同比下降25%）和广播电视（同期下降19%）。与2019年相比，有线电视的下降幅度更小（有线电视-7%与2019年第二季度相比，广播-12%），这表明“有线电视网络比广播网络在大流行高峰期间峰值后更容易稳定到大流行前的水平-相关的封锁。”</li><li>最近的流媒体健康状况并不均匀。<a href=\"https://laohu8.com/S/SSNLF\">三星电子有限公司。</a>整体印象排名第三的互联设备环比增长与Roku相同，为27%，但较第四季度仅增长31%。和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>设备展示次数较上季度下降6%（较第四季度增长18%），<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>Chromecast等设备环比下降49%，较2020年第四季度下降51%。</li><li>报告中的其他见解包括：美国排名前三的广告商是电视网本身——依次是NBC（纳斯达克：CMCSA）、<a href=\"https://laohu8.com/S/DISCA\">发现</a>，和<a href=\"https://laohu8.com/S/VIAC\">维亚康姆CBS</a>，领先于Liberty Mutual insurance、Geico、Domino’s Pizza和T-Mobile等重量级广告商。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRoku, Amazon are top two in connected TV amid sharp recent growth<blockquote>Roku和亚马逊是联网电视领域的前两名，近期增长迅速</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-08-09 07:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul> <li>Viewer trends are slowly starting to level off in streaming after a disruptive year in the COVID-19 pandemic. And one trend looks to be holding true: the resumption of a secular decline in broadcast and cable viewing.</li> <li>But that is leaving room for ongoing healthy growth in connected devices. A State of Viewership report from Samba TV indicates the top two platforms in terms of total impressions are <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>.</li> <li>Roku impressions are up 27% from Q1, and Amazon up 49%. Comparing them to Q4 2020, Roku is up 118% and Amazon up 204%.</li> <li>Contrast that with cable (down 25% from a year ago) and broadcast television (down 19% over that span). Those drops were more muted vs. 2019 for cable (cable -7% vs. Q2 2019, broadcast -12%), suggesting that \"cable networks are stabilizing to pre-pandemic levels more readily than broadcast after spikes during the height of the pandemic-related lockdowns.\"</li> <li>And this most recent streaming health isn't evenly distributed. <a href=\"https://laohu8.com/S/SSNLF\">Samsung Electronics Co., Ltd.</a> connected devices, third in overall impressions, saw the same 27% Q/Q gain as Roku, but are up only 31% from Q4. And <a href=\"https://laohu8.com/S/AAPL\">Apple</a> device impressions declined 6% from last quarter (up 18% from Q4), and impressions from <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> devices like Chromecast fell 49% Q/Q and 51% from Q4 2020.</li> <li>Among other insights in the report: The top three advertisers in the U.S. were networks themselves - in order, NBC(NASDAQ:CMCSA), <a href=\"https://laohu8.com/S/DISCA\">Discovery</a>, and <a href=\"https://laohu8.com/S/VIAC\">Viacom CBS</a>, ahead of heavy advertisers like Liberty Mutual insurance, Geico, Domino's Pizza and T-Mobile.</li> </ul></p><p><blockquote><ul><li>在新冠肺炎疫情经历了颠覆性的一年后，流媒体的观众趋势正慢慢开始趋于平稳。有一个趋势看起来是正确的：广播和有线电视收视率的长期下降恢复。</li><li>但这为互联设备的持续健康增长留下了空间。Samba TV的收视率报告显示，就总印象而言，排名前两位的平台是<a href=\"https://laohu8.com/S/ROKU\">Roku公司</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>.</li><li>Roku展示次数较第一季度增长27%，亚马逊增长49%。与2020年第四季度相比，Roku增长了118%，亚马逊增长了204%。</li><li>相比之下，有线电视（同比下降25%）和广播电视（同期下降19%）。与2019年相比，有线电视的下降幅度更小（有线电视-7%与2019年第二季度相比，广播-12%），这表明“有线电视网络比广播网络在大流行高峰期间峰值后更容易稳定到大流行前的水平-相关的封锁。”</li><li>最近的流媒体健康状况并不均匀。<a href=\"https://laohu8.com/S/SSNLF\">三星电子有限公司。</a>整体印象排名第三的互联设备环比增长与Roku相同，为27%，但较第四季度仅增长31%。和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>设备展示次数较上季度下降6%（较第四季度增长18%），<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>Chromecast等设备环比下降49%，较2020年第四季度下降51%。</li><li>报告中的其他见解包括：美国排名前三的广告商是电视网本身——依次是NBC（纳斯达克：CMCSA）、<a href=\"https://laohu8.com/S/DISCA\">发现</a>，和<a href=\"https://laohu8.com/S/VIAC\">维亚康姆CBS</a>，领先于Liberty Mutual insurance、Geico、Domino’s Pizza和T-Mobile等重量级广告商。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3727239-roku-amazon-are-top-two-in-connected-tv-amid-sharp-recent-growth\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","ROKU":"Roku Inc"},"source_url":"https://seekingalpha.com/news/3727239-roku-amazon-are-top-two-in-connected-tv-amid-sharp-recent-growth","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146659853","content_text":"Viewer trends are slowly starting to level off in streaming after a disruptive year in the COVID-19 pandemic. And one trend looks to be holding true: the resumption of a secular decline in broadcast and cable viewing.\nBut that is leaving room for ongoing healthy growth in connected devices. A State of Viewership report from Samba TV indicates the top two platforms in terms of total impressions are Roku Inc and Amazon.com.\nRoku impressions are up 27% from Q1, and Amazon up 49%. Comparing them to Q4 2020, Roku is up 118% and Amazon up 204%.\nContrast that with cable (down 25% from a year ago) and broadcast television (down 19% over that span). Those drops were more muted vs. 2019 for cable (cable -7% vs. Q2 2019, broadcast -12%), suggesting that \"cable networks are stabilizing to pre-pandemic levels more readily than broadcast after spikes during the height of the pandemic-related lockdowns.\"\nAnd this most recent streaming health isn't evenly distributed. Samsung Electronics Co., Ltd. connected devices, third in overall impressions, saw the same 27% Q/Q gain as Roku, but are up only 31% from Q4. And Apple device impressions declined 6% from last quarter (up 18% from Q4), and impressions from Alphabet devices like Chromecast fell 49% Q/Q and 51% from Q4 2020.\nAmong other insights in the report: The top three advertisers in the U.S. were networks themselves - in order, NBC(NASDAQ:CMCSA), Discovery, and Viacom CBS, ahead of heavy advertisers like Liberty Mutual insurance, Geico, Domino's Pizza and T-Mobile.","news_type":1,"symbols_score_info":{"ROKU":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":463,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":7,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/898909015"}
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