As Disney - and Netflix, and WarnerMedia, and NBCUniversal, the list goes on - invest billions in direct-to-consumer streaming, their vertical integrations all lack a key element: none of them actually make the devices that consumers use to access those services. It also suggests something crucial about how the streaming wars are waged in people’s living rooms. That data doesn’t include streaming time on mobile devices or computers, but it suggests that Roku was the number-one way to watch “Mulan” on connected TVs on its opening weekend. Look no further than last month’s Disney+ PVOD debut of “Mulan.” On the film’s opening weekend, 54 percent of US Disney+ streaming hours were viewed on Roku devices, according to Comscore - more than Amazon FireOS, gaming consoles, Apple TV, or other devices combined. Streaming service on Roku devices means easy access, and for scores of viewers that can make or break their ability to watch the latest releases at home. With 43 million users and software that comes loaded on one-third of the TVs sold in the US, Roku is powerful.
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