Seeking Alpha

According to findings from analyst firm Parks Associates, ownership of streaming media players has risen from about six per cent of US broadband households in 2010 to almost 40 per cent at the beginning of 2018. Parks Associates’ consumer data indicates that Amazon’s share of streaming media players owned in US broadband households has increased by 4 per cent since last year, taking some of Google’s share of the installed base. Roku’s share has held steady at 37 per cent for the ...read more

Apple TV has lost streaming media market share while competitors thrive. A Parks Associates report this week showed Apple’s market share dropping from 19% in Q1 last year to 15% this year. Amazon’s Fire TV grew from 16% to 24% in the same period.

From the article "Apple plans 4K Apple TV to regain market share" by Brandy Betz.

Apple (NASDAQ:AAPL) and Amazon (NASDAQ:AMZN) are not really true, all-out competitors like Google (NASDAQ:GOOG) (NASDAQ:GOOGL) is with both of them. Apple does not have a general retail operation and Amazon does not make computers or, anymore, phones. But tablets are no longer their only competitive category. And Amazon, in addition to posing an increasing challenge to iPad, seems to be winning another battle against the largest tech company.

From the article "Amazon And App ...read more

More recently with Siri from Apple, Cortana from Microsoft (NASDAQ:MSFT), Google Assistant from Alphabet (NASDAQ:GOOGL) (NASDAQ:GOOG) and Alexa from Amazon (NASDAQ:AMZN) we've seen voice recognition technology hit the tipping point. Each of those has come to the forefront in products such as the Amazon Echo and Google Home that house these virtual digital assistants (VDAs), but for now, one of the largest consumer-facing markets for voice interface technology has been the smartp ...read more

The extent of Apple TV's growth, however, does. While Apple CEO Tim Cook won't give us exact sales figures for "Other Products," he did call out the Apple TV and Watch as both having set sales records over the holidays, and there's no reason I can see that Watch would keep its popularity while TV suddenly plunged going into 2016. And more recent reports have made clear that for Apple TV, strong growth is simply too strong to leave Watch's growth intact.

Specifically, Parks A ...read more

First, it should be noted that Netflix is currently dominating the SVoD space domestically. Research from Parks Associates finds that Netflix has now captured 52% of the US broadband household market, while Prime Video's penetration in that market is only 24%. More glaringly, only 9% of the Netflix sub base has canceled their subscription, while the churn rate at Prime Video is 19%.

From the article "Amazon Levels Playing Field With Netflix" by www.seekingalpha.com

Smart devices are connected and controlled through a single mobile app, providing better security and advanced automation. The company provides interactive security solutions for homes and businesses through a series of products and cloud-based services including interactive security, intelligent automation, video monitoring and energy management.

From the article "Secure Your Portfolio With Alarm.com" by seekingalpha.com

Streaming also is a very important strategic move to place the Apple TV at the center of people's homes.

The other features of the device (apps, games, home control center) all add up to make it uniquely suitable to this function. As such, it will bring the Apple ecosystem to more and more people, as described here.

An April 30 Parks Associates press release noted:

"The paradigm is changing, thanks to the growing amount of online and OTT content available to connecte ...read more