"Whether something is a commodity or not isn't defined by whether or not some specific company competes in said market” …contrary to the backwards logic of some.
The way to show a TV OS isn't a commodity is to show it isn't fungible. The fact that not one cheerleader has ever said I don't just click on an app and watch tv tells you all you need to know about the fungible-ity of the TV OS.
It only makes money on advertising but unsurprisingly advertisers don't see the benefits with advertising with ROKU as Anthony is toting.
Otherwise they wouldn't be losing $600 million this year.
If ROKU is such a great thing for advertisers why aren't they using ROKU to advertise and so many others. $Roku Inc(ROKU)$
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