The Medium from PARQOR

The Medium from PARQOR

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The Medium from PARQOR
The Medium from PARQOR
Member Mailing #262: Roku, YouTube & Product Channel Fit
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Member Mailing #262: Roku, YouTube & Product Channel Fit

Neither Roku nor YouTube is incentivized to cooperate, but they *need* each other to succeed in Connected TV

May 12, 2021
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The Medium from PARQOR
The Medium from PARQOR
Member Mailing #262: Roku, YouTube & Product Channel Fit
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Key Takeaways

  • Google’s demands in its negotiations with Roku suggest Google is trying to mold the Roku’s hardware to its product needs, specifically its AV1 codec

  • This would suggest Roku has vulnerabilities that Google is trying to exploit with “anticompetitive behavior”

  • The Co-opetition framework (Monday AM Briefing #47) suggested Roku and Google were not…

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