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Shifting into the set-top box market complements that strategy, since Statista Research estimates that 210.7 million set-top boxes will be shipped this year. But Facebook will arrive woefully late to that market -- Parks Associates estimates that Roku (NASDAQ:ROKU) and Amazon already control nearly 70% of the streaming device market in the U.S.

From the article "Why Is Facebook Developing a “Portal Box” for TVs?" by Leo Sun.

Arlo needs a video doorbell to help continue adding subscribers. Doorbells will ultimately pave the way for upgrades to added devices, which will lead to more subscribers.
A recent Parks Associates survey found 67% of those buying a security system want video alerts when someone is approaching the home, so not having a doorbell along with a separate camera system is a decided disadvantage. 

From the article "Will Arlo Technologies' New Video Doorbell Level the Playing Fiel ...read more

Even better, Apple would be putting its service out in the wild — i.e., unbundling the service from the device — just as Roku is getting traction for being the most widely used TV operating system, with a 37% share of the streaming player market, according to a recent Parks Associates survey. Apple could leverage that installed base to bring its content to more people, faster, than it ever could building from scratch.

From the article "Forget Netflix, Apple Should Be Buying ...read more

Research from Parks Associates shows consumers who plan a home security purchase within the next year are twice as likely to buy a smart-home product, such as video doorbells, cameras, or door locks, than they are to buy a professional monitoring service, like those offered by ADT, Brinks, and Vivint.

The trend also has the potential to help lift Arlo Technologies (NYSE:ARLO), which has had a rough go since it was spun off from Netgear last year -- it's lost three quarters o ...read more

According to a survey from Parks Associates, 36% of households subscribe to two or more streaming video services. If Apple provides a convenient way for subscribers to see all of their paid content in one app, it ought to attract a lot of viewers to its platform. That opens the door for Apple to sell them additional subscriptions to less well-known services based on what they watch in more popular channels like HBO or Netflix.

From the article "Apple Needs Netflix and HBO Mo ...read more

Do consumers make the jump? Studies suggest that they do. The most recent Parks Associates study of Netflix's tiers, released in summer of 2018, showed a significant increase in the number of premium subscribers year over year. The number of basic subscribers, meanwhile, seems to be shrinking.

From the article "Netflix's Hidden Price Hike" by Stephen Lovely.

Roku faces myriad competitors, but it still dominated the U.S. streaming device market with a 37% share as of early 2018, according to Parks Associates. Amazon ranked second with a 28% share, and Apple came in third with a 15% share.

Roku's device sales growth is decelerating. However, Roku's platform business -- which generates revenue mainly through advertising and content partnerships -- is growing quickly.

From the article "Bulls vs. Bears: Who's Right About Roku Sto ...read more

By another measure -- active accounts -- Amazon claims to have surpassed Roku. It reported 25 million active Fire TV users in June of 2018, while Roku claimed 23.8 million active accounts in Q3.

Meanwhile, Alphabet has seen its solutions lose market share. Only 14% of respondents to a survey by market researcher Parks Associates said they used an Alphabet streaming device in 2018, down from 18% in 2017.

From the article "Android TV's Quiet Fight for Market Share" by Step ...read more