Interesting to note that Roku will be able to make available 300 channels to Time Warner Cable subscribers. This means that Roku is becoming a defacto replacement for a normal TWC set top for TWC subscribers.
I have beaten this drum before - a move like this is good for all involved. TWC doesn't have the opex or headaches involved in supporting additional STB's. Actually expenses should reduce as some existing STB are replaced - plus there is no truck roll costs involved when a subscriber adds a Roku box. Roku gets a great revenue opportunity as they get to market to millions of TWC subscribers. For the customer - there are a number of advantages of owning a Roku box that they will now be able to take advantage of. A win-win-win situation.
I also firmly believe that Apple will eventually announce both a new Apple TV box and a relationship with larger operators like TWC. They won't let Roku have all the fun (or all the market)
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