What they really need to do is layoff BrightScript. They are certainly big in the streaming device space, but not enough to justify having a proprietary language. The rest of the industry is coalescing around portable apps based on web tech while Roku is derided and only begrudgingly supported due to their current market share. But Roku’s market share has been relatively flat while FireTV has grown to equal them, and Roku should be terrified of the cliff BrightScript puts them on. Every company would love to kill their oddball BrightScript app as soon as possible and that’s a dangerous position for a company without a defensible moat. See their lost battle with YouTube to see how much clout they actually have.
I think COBOL devs don’t get paid all that much. They just train fresh grads in cheap markets. The premium wages for COBOL were certainly a thing in the Y2K days.
There's a huge opportunity for a Whatever->BrightScript transpiler. I briefly went down the path myself before declaring it too big to be a hobby project. It would however, massively improve the developer experience and be an easy acqui-hire op for anyone that likes transpiler design.
To be fair, not being webshit is part of why their UI is usable (if not great) on low-end hardware.
BrightScript does suck, though—but it also already exists, and I doubt maintaining it's all that hard. Used to work on a dual-platform mobile app engine that was probably on par, difficulty-wise, with maintaining & developing BrightScript—that only needed like 3.5 devs, and not at coastal US wages.
Meanwhile, the Big Boys get a C++(?) API, as I understand it. I assume that's why some of them behave weird or are glitchy, but do look a lot like the same apps on other platforms.
[EDIT] However, they could probably do a good job making a comparably-snappy UI with JavaScript, as long as they didn't drag HTML and CSS along for the ride. Kinda like the JavaScript API on tvOS.
> To be fair, not being webshit is part of why their UI is usable (if not great) on low-end hardware.
I have a TV with Roku built-in. It ran great when I got it in 2020, but it has gotten slower and slower to the point of being unusable. I'm not even talking about apps, but the Roku home screen itself. Apps are even slower and crash all the time, sometimes crashing the TV itself.
On the other hand, I have a Chromecast from 2016 that still runs just as well as it did when I bought it. I'd rather use my phone as a remote and have a movie playing in seconds with the Chromecast than wait 1+ minutes for Hulu or Netflix to even get to their respective home screens with the Roku. I also don't get ads with the Chromecast.
Cost of capital is still high. Risk free return rate is still high. It's amazing tech has lasted as well as it has. That said, there was a brief "flight to safety" to tech in '08 as well. I think Q3 is going to be painful.
Pretty much every TV is a "smart TV" now with built-in streaming apps. Why would anyone buy a Roku?
These additional devices only make sense if they are really cheap (and therefore subsidized by ads, just like the smart TVs are) or offer a premium experience (which would make them cost a lot up front.)
I'm pretty frugal and pay closer attention to free streaming services than the average person, and can say that in the last year or two, Roku has significantly improved its lineup of "originals." Although some are just hilariously bad (like Cypher from 2021), they're also getting some pretty good people like Samuel L. Jackson (The Fix) and Daniel Radcliffe (Weird: The Al Yankovic Story) making quality content.
When you own quality content, there's the potential to make money from it. Personally I think Roku may be attempting to build a streaming service eventually worth paying for. Maybe it'll be accessible from non-Roku devices, and maybe it'll remain free for Roku users to entice people in a similar way that Amazon Prime includes free Amazon Prime TV and Apple device purchases get some free Apple TV. (Yes, I know people don't buy an iPhone just to get TV... it's a perk).
I would happily pay for a dumb TV, if they existed. They don't seem to anymore.
I have a Samsung Q-series TV now and tried using the smart TV apps for a while, but many were buggy and often had audio/video desync issues. I might blame part of that on the soundbar, but I gave up and got an Apple TV 4K and haven't had any issues at all.
I have a high end Samsung projector, and the smart TV functionality is slower than my several year old Roku ultra and connecting it to my network means I get the privilege of having promotional placements in the input chooser and I can't remove or hide video apps I'm not going to use if Samsung has blessed them.
Otoh, it works enough for now, so I'm deferring getting another Roku while I consider other options. I wasn't a fan of Tivo's android tv dodad, but a friend's android tv device for totally legitimate iptv from canada actually works nicely. (It helps that their custom launcher is minimal and fast)
Android based with gigabit ethernet is more likely to work well with my desire to run 4k blu-rays via the network (preferably with optional menus, definitely without transcoding which means dealing with peak video bitrate over 100mbps) and interfacing in a usable manner with mythtv for watching recordings.
>Pretty much every TV is a "smart TV" now with built-in streaming apps. Why would anyone buy a Roku?
I have a Roku, the “smart tv” I have is absolute trash and takes several minutes to start up the app based functionality. Once it starts, it’s glacially slow.
I’m sure newer tvs are faster, however I also have no desire to see my panel hit EOL due to a lack of software support when it works perfectly fine. TVs can last for years, and I see no reason why I should look to upgrade on a smartphone level lifecycle, when a reasonable dedicated streaming device is priced below $50.
I just bought a second Roku. I have an old Samsung LED TV that doesn't have smart capabilities surprisingly. My first Roku is setup on a projector that also doesn't have "smart" functionality. At $39, I consider the device to be cheap. Plus it works far more reliably than the Google TV horseshit that is installed on my primary "smart" TV. It also comes with support for Jellyfin (streaming app for "home libraries"... aka pirated movies) I have no complaints so far.
Their market cap increased like 10-20X due to covid and zero interest rates, now they have just contracted. I wouldn't read too much into this.
I agree that Google of all big tech has the most to lose in the future regarding their internet search ad business, but Roku having ads and giving advertisers data makes a lot of sense for them.
This isn’t a dire times warning. It’s that the era of free money is over (and fucking hopefully for a long time), there will be some settling in to actually needing a business that makes money to stay around.
To do what? Play angry birds? If their labor ins't needed, why buy it even if you can afford it? Do you buy things you don't want or need simply because you can afford to?
Why not reduce hours for others and improve their quality of life since these workers did so much for the company that the company has so much cash. Or put those people on special projects or help in other areas like ibm used to do. My point is the company has so much money and doing so well, why are they laying off people.
I did jokingly consider diving into it as a lucrative niche skill, like maintaining Cobol apps.
But, like you, I couldn't justify the time.
BrightScript does suck, though—but it also already exists, and I doubt maintaining it's all that hard. Used to work on a dual-platform mobile app engine that was probably on par, difficulty-wise, with maintaining & developing BrightScript—that only needed like 3.5 devs, and not at coastal US wages.
Meanwhile, the Big Boys get a C++(?) API, as I understand it. I assume that's why some of them behave weird or are glitchy, but do look a lot like the same apps on other platforms.
[EDIT] However, they could probably do a good job making a comparably-snappy UI with JavaScript, as long as they didn't drag HTML and CSS along for the ride. Kinda like the JavaScript API on tvOS.
I have a TV with Roku built-in. It ran great when I got it in 2020, but it has gotten slower and slower to the point of being unusable. I'm not even talking about apps, but the Roku home screen itself. Apps are even slower and crash all the time, sometimes crashing the TV itself.
On the other hand, I have a Chromecast from 2016 that still runs just as well as it did when I bought it. I'd rather use my phone as a remote and have a movie playing in seconds with the Chromecast than wait 1+ minutes for Hulu or Netflix to even get to their respective home screens with the Roku. I also don't get ads with the Chromecast.
This is not at all my experience using Roku.
[1] https://techcrunch.com/2023/02/15/roku-q4-2023-earnings/
Ad sales are very lucrative.
Pretty much every TV is a "smart TV" now with built-in streaming apps. Why would anyone buy a Roku?
These additional devices only make sense if they are really cheap (and therefore subsidized by ads, just like the smart TVs are) or offer a premium experience (which would make them cost a lot up front.)
I'm pretty frugal and pay closer attention to free streaming services than the average person, and can say that in the last year or two, Roku has significantly improved its lineup of "originals." Although some are just hilariously bad (like Cypher from 2021), they're also getting some pretty good people like Samuel L. Jackson (The Fix) and Daniel Radcliffe (Weird: The Al Yankovic Story) making quality content.
When you own quality content, there's the potential to make money from it. Personally I think Roku may be attempting to build a streaming service eventually worth paying for. Maybe it'll be accessible from non-Roku devices, and maybe it'll remain free for Roku users to entice people in a similar way that Amazon Prime includes free Amazon Prime TV and Apple device purchases get some free Apple TV. (Yes, I know people don't buy an iPhone just to get TV... it's a perk).
I have a Samsung Q-series TV now and tried using the smart TV apps for a while, but many were buggy and often had audio/video desync issues. I might blame part of that on the soundbar, but I gave up and got an Apple TV 4K and haven't had any issues at all.
Otoh, it works enough for now, so I'm deferring getting another Roku while I consider other options. I wasn't a fan of Tivo's android tv dodad, but a friend's android tv device for totally legitimate iptv from canada actually works nicely. (It helps that their custom launcher is minimal and fast)
Android based with gigabit ethernet is more likely to work well with my desire to run 4k blu-rays via the network (preferably with optional menus, definitely without transcoding which means dealing with peak video bitrate over 100mbps) and interfacing in a usable manner with mythtv for watching recordings.
I have a Roku, the “smart tv” I have is absolute trash and takes several minutes to start up the app based functionality. Once it starts, it’s glacially slow.
I’m sure newer tvs are faster, however I also have no desire to see my panel hit EOL due to a lack of software support when it works perfectly fine. TVs can last for years, and I see no reason why I should look to upgrade on a smartphone level lifecycle, when a reasonable dedicated streaming device is priced below $50.
I agree that Google of all big tech has the most to lose in the future regarding their internet search ad business, but Roku having ads and giving advertisers data makes a lot of sense for them.
This isn’t a dire times warning. It’s that the era of free money is over (and fucking hopefully for a long time), there will be some settling in to actually needing a business that makes money to stay around.
This year's layoffs mostly affected the later.
I can’t find a tv that doesn’t have smart capabilities. Not a lot of them seem to be using Roku under the hood.
200 employees x $250k = $50,000,000
Using only cash on hand they could employ these people for another 40 years.
Shame on you Roku.