Netflix Dec 9 Tech Talk Presentation
- 1. 息2015 Roku Inc. All rights reserved. 速 1 Roku Scaling for GrowthShobanaRadhakrishnan|Dec09,2015
- 2. 息2015 Roku Inc. All rights reserved. 速 2 Agenda Overview Scaling for Future Growth Technology Considerations
- 3. 息2015 Roku Inc. All rights reserved. 速 3 All TV will be streamed.
- 4. 息2015 Roku Inc. All rights reserved. 速 4 Roku platform Roku TVs Pay TV solutionsStreaming players
- 5. 息2015 Roku Inc. All rights reserved. 速 5 We power Pay TV solutions for MVPDs Sky UK Sky Deutschland Sky Italy Telstra
- 6. 息2015 Roku Inc. All rights reserved. 速 6 Streaming hours are booming on the Roku platform 3B Hours In 2014 0 500 1,000 1,500 2,000 2,500 3,000 3,500 2010 2011 2012 2013 2014 Streaming Hours Growth 2.5B hours streamed in the first half of 2015
- 7. 息2015 Roku Inc. All rights reserved. 速 7 Key Metrics million active accounts hours streamed in 1H 2015 hrs streamed per month per active account
- 8. 息2015 Roku Inc. All rights reserved. 速 8 Channel Developers Roku Cloud Services Roku TV and SetTop Boxes Roku Powered Devices Roku Ecosystem Search Channel Infrastructure Partner Feed Processing Billing Platform Channel Partners Data Analysis and Reporting Payment Platforms
- 9. 息2015 Roku Inc. All rights reserved. 速 9 Channel Developers Roku Cloud Services Roku TV and SetTop Boxes Roku Powered Devices Roku Ecosystem Search Channel Infrastructure Partner Feed Processing Billing Platform Channel Partners Data Analysis and Reporting Payment Platforms Channel Partners
- 10. 息2015 Roku Inc. All rights reserved. 速 10 Technology for Scaling Cloud-native Single tenant with independent scaling Micro-service architecture Persistent Storage Fully continuous deployment
- 11. 息2015 Roku Inc. All rights reserved. 速 11 What we have learnt Access to data on devices is powerful Hiring and execution critical to ensuring high growth Adaptive architecture key for international scaling
- 12. 息2015 Roku Inc. All rights reserved. 速 12
- 13. 息2015 Roku Inc. All rights reserved. 速 13 Addendum
- 14. 息2015 Roku Inc. All rights reserved. 速 14 So why the focus on scaling the platform?
- 15. 息2015 Roku Inc. All rights reserved. 速 15 Total weekly video hours used (M) according to survey respondents SOURCE: NPD Survey, 2015 Roku leads all streaming players and smart TVs 64.4 64.3 57.5 34.4 26.4 23.1 20.4 18.8 14.7 Microsoft Xbox Sony PlayStation Roku Players/ Stick Samsung Smart TV Amazon Fire TV/ Stick Vizio Smart TV Google Chromecast Apple TV LG Smart TV
- 16. 息2015 Roku Inc. All rights reserved. 速 16 Breadth and depth of relationships
- 17. 息2015 Roku Inc. All rights reserved. 速 17 Opportunity Ahead
- 18. 息2015 Roku Inc. All rights reserved. 速 18 59% SOURCE: Nielsen Cross-Platform Report; Sept 2014 US households need a streaming solution Have 3 or more TVs that need connecting 88% 89% Dont have a streaming player Dont have a Smart TV
- 19. 息2015 Roku Inc. All rights reserved. 速 19 The opportunity is global Broadband homes WW(SOURCE: Point Topic, 2014) 701M 1.4B 202M TV households WW (SOURCE: IDATE, 2012) Homes where Netflix, YouTube, Google Play, Spotify and others are available (SOURCE: COMPANIES)
- 20. 息2015 Roku Inc. All rights reserved. 速 20 In Summary Huge growth - Roku TV, Streaming, Roku Powered TVs International Expansion Developer and Partner Agility Operational Scaling and Continuous Delivery
- 21. 息2015 Roku Inc. All rights reserved. 速 21 Comprehensive and unbiased search Search for movies, TV shows, actors and directors Results from up to 20+ top streaming channels Ordered by price Decision in consumers hands
- 22. 息2015 Roku Inc. All rights reserved. 速 22 Discovery features drive further engagement Follow movies, TV shows, actors and directors Receive automatic notifications when content available or price drops
- 23. 息2015 Roku Inc. All rights reserved. 速 23 The widest selection of entertainment Launched 1K channels in 2014 More channels in more genres than competitors: 8X more comedy 5X more movies and TV 4X science and tech 4X more sports 4X more news and weather 3X more fitness 2X more music 2X more international
- 24. 息2015 Roku Inc. All rights reserved. 速 24 Channel Developers Roku Channel Infrastructure Roku TV and SetTop Boxes Payment Processor (e.g. Paypal) Payment Platform (e.g. Aria) Finance and Tax Reconciliation Roku Powered Devices Channel Store and Billing Overview Roku Billing
- 25. 息2015 Roku Inc. All rights reserved. 速 25 Summary Streaming is reshaping the TV entertainment landscape, creating a massive global market opportunity Our platform is experiencing strong growth We have the highest engagement in the category Roku is uniquely positioned to help content providers, advertisers, TV OEMs and MVPDs
Editor's Notes
- #5: What exactly does needs imply here? Comprehensive and unbiased search, discovery features further drive engagement, statistically more channels in more genres than competitors launched 1k channels in 2014
- #17: Need to support varied pace. Different certification processes, we need to be ready for fixes or enhancement practically all the time.
- #21: Roku is also unique in that firmware and OS release schedules need to be aligned with cloud services
- #25: Planning to expose partner integration for RPM.