Roku Has Upended the Cable TV Power Dynamic
Comcast (NASDAQ: CMCSA) is about 10 times as large as Roku (NASDAQ: ROKU) in terms of market cap. The telecommunications and media conglomerate has generated nearly 90 times more revenue than the smaller streaming TV company over the past year. Yet, despite those vast differences in fundamentals, Roku appears to have the upper hand as Comcast's NBCUniversal prepares to launch its Peacock streaming services in a matter of days.
That's a significant change in the underlying power dynamic, one that has been created by massive differences in each company's trajectory.
Image source: Roku.
Source Fool.com
