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This post leads to a link which shows ROKU has 43% of CTV and that lead is increasing. Hat tip to this guy, Darth, who posted this on another board. I find this link of his and the info contained within very helpful for us ROKU longs:

https://boards.fool.com/q2-2019-state-of-streaming-tv-342866...

Conviva is the real-time decisioning platform for optimized streaming media. More than 250 industry leaders across 5 continents – including CBS, DAZN, HBO, Hulu, PlayStationTMVue, Sky, Sling TV, Turner, and Univision – rely on Conviva to maximize their consumer engagement, deliver the quality experiences viewers expect, and drive revenue growth. Conviva’s data is collected using proprietary sensor technology, which is embedded directly within streaming video applications and currently measures 1 trillion data events per day via 3 billion applications streaming on devices in 180 countries.

https://storage.pardot.com/282232/147825/Q2_2019_Report_Info......

Key takeaways. Prior quarterly reports are available for comparison on their website.

Connected TV (streaming players, TV OS) streams 55% and increasing of content. Mobile 23%, PC 14%.

Within Connected TV ROKU streams 43% and increasing of streaming hours. Amazon Fire is #2 at 18% and steady. Samsung TV OS is 1%.

Hope the information is helpful.


Darth
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