$Roku Inc(ROKU)$ TCL has had tremendous success. No doubt.
Today is the first day you can buy Roku branded TV's.
Do you you think TCL actually manufactured their own screens -- no.
Roku's OS on TCL may be responsible for TCL's success.
Roku has by far the best OS. Roku branded TV's is a brilliant move by this company and it's massively underestimated on Wall Street.
The bottom line is this, if the screens are all relatively equal -- and they will be because that's the direction the industry is headed -- Roku wins hands down. Roku wins because what will define and/or differentiate and determine the success or failure of future TV's is the OS.
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