The showdown with the two most recently launched streaming services has benefitted Roku, which has seen its stock rise 14% this month. Roku’s Scott Rosenberg tells CNBC that NBC Universal has been asking for nearly all of Peacock’s advertising inventory, a nonstarter for Roku, which wants at least some of it to sell on its own. He adds that NBC Universal and WarnerMedia are stuck in a legacy television mindset, where declining subscribers leads to a zero-sum game in negotiations, instead of growing together with Roku.
TOPICS: Roku, HBO Max, Peacock