As Streamers Pivot to Advertising, the Big Winners Will Be the Devices You Use to Watch

Companies that bring streamers into homes, such as Roku, will not only get ad revenue and user data, but leverage in future negotiations.

Netflix and Disney+’s move into the advertising-based video on demand (AVOD) business may actually wind up ceding power to another segment of the streaming industry. The platforms that house and distribute these streamers — such as Roku, Samsung TVs, Google TVs and Amazon Fire devices — will not only gain revenue and precious viewership data, but a long-term leverage in future negotiations with the streamer.

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