Thinking through Roku's negotiation with HBO Max
As a David relative to AT&T's Goliath, Roku is surely punching above its weight in this standoff. But is it really?
This week I want to dive into a question that has been bothering me: it is clear that Amazon has the type of market power to comfortably not distribute HBO Max. But why does Roku have such a strong market position to also say no Does it even have that market position?
The simple answer is, yes, because it has 39.8MM active accounts, it currently dominat…
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