Roku Growth Playbook
TV Streaming.
Neutral
Switzerland
Strategy
OS
The Spark
Anthony Wood invented the DVR. He saw that TV was moving to apps.
The Growth Engine
The 'Neutral Switzerland' OS Strategy: Roku tacticaly survived the tech giant wars (Apple, Google, Amazon) by being the only player with no skin in the content game. Their growth engine is 'The OEM Licensing Flywheel'—selling their operating system to budget TV manufacturers like TCL and Hisense. By becoming the default interface for the 'Value Segment' of the market, they built a massive, non-exclusive platform that content providers *must* be on to reach the American middle class. They aren't a hardware company; they are a high-margin advertising and distribution platform disguised as a $30 HDMI stick.