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And we're talking Tubi, Pluto TV, The Roku Channel, people like that? Daniel Konstantinovic:. Yeah, all of these are seeing some degree of success right now. I think that there's a real demand for free video. YouTube is also a really significant player here that shouldn't really be discounted. A lot of YouTube viewing happens on TVs, and it's growing faster and faster. Marcus Johnson:.

The AVOD market is crowded with these free ad-supported services like Tubi, Pluto and Freevee now, which means more competition for eyeballs and ad dollars that Roku faces. And I think even though they're investing in content, Roku isn't delivering that water cooler chat level content that lets it compete with other AVOD services that are paid, including HBO Max, Disney+ and Netflix.

FASTs like the Roku channel, Tubi, and Pluto TV occupy eighth, ninth, and 10th spots, each with about 60 to 70 million. And then the streaming TV services like YouTube TV, Hulu with live TV and Sling our 15th, 16th, and 17th. They've got about six to 15 million a piece. But Rahul, the streaming wars battle royal, what's the point? Rahul Chadha:.

HBO Max was closer to Peacock and Tubi, so definitely something they're trying to focus on. Time spent on platform. Oscar, will this work though? Does this new service make sense to you? Oscar Orozco:. I think the time spent, the engagement story is really important and I think it's one of the major reasons why I think this rebrand does make sense. It does. What does, for example, Netflix do so well?

This year, Freevee will overtake Crackle for the No. 4 spot, trailing The Roku Channel and network-affiliated services Tubi and Pluto TV. With Freevee integrated into the Prime Video app and Amazon considering an ad-supported plan for the latter, it鈥檚 unclear whether these will continue as individual brands.