VIACA - Roku Amazon are top two in connected TV amid sharp recent growth
Viewer trends are slowly starting to level off in streaming after a disruptive year in the COVID-19 pandemic. And one trend looks to be holding true: the resumption of a secular decline in broadcast and cable viewing. But that is leaving room for ongoing healthy growth in connected devices. A State of Viewership report from Samba TV indicates the top two platforms in terms of total impressions are Roku (NASDAQ:ROKU) and Amazon (NASDAQ:AMZN). Roku impressions are up 27% from Q1, and Amazon up 49%. Comparing them to Q4 2020, Roku is up 118% and Amazon up 204%. Contrast that with cable (down 25% from a year ago) and broadcast television (down 19% over that span). Those drops were more muted vs. 2019 for cable (cable -7% vs. Q2 2019, broadcast -12%), suggesting that "cable networks are stabilizing to pre-pandemic levels more readily than broadcast after spikes during the height of
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Roku, Amazon are top two in connected TV amid sharp recent growth