{"id":269,"date":"2021-09-09T10:02:27","date_gmt":"2021-09-09T01:02:27","guid":{"rendered":"https:\/\/1up-life.blog\/?p=269"},"modified":"2021-09-09T10:02:27","modified_gmt":"2021-09-09T01:02:27","slug":"%e3%80%90%e5%92%8c%e8%a8%b3%e3%80%91roku-inc-roku-2021%e5%b9%b4%e7%ac%ac2%e5%9b%9b%e5%8d%8a%e6%9c%9f%e6%b1%ba%e7%ae%97%e8%aa%ac%e6%98%8e%e4%bc%9a%ef%bc%88%e3%82%ab%e3%83%b3%e3%83%95%e3%82%a1","status":"publish","type":"post","link":"https:\/\/1up-life.blog\/?p=269","title":{"rendered":"\u3010\u548c\u8a33\u3011Roku, Inc (ROKU) 2021\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\uff08\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30b3\u30fc\u30eb\uff09"},"content":{"rendered":"

\u524d\u56de\u306eRoku, Inc (ROKU) 2021\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a<\/span>\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002<\/p>\n

\u9593\u9055\u3063\u3066\u3044\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u306e\u3067\u53c2\u8003\u7a0b\u5ea6\u306b\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

\n

\u30ed\u30af(NASDAQ:ROKU)2021\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a<\/span><\/strong><\/p>\n

2021\u5e748\u670804\u65e5\u5348\u5f8c5\u664200\u5206\uff08\u7c73\u56fd\u6771\u90e8\u6642\u9593\uff09<\/span><\/p>\n

\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/span><\/p>\n

\n

\u672c\u65e5\u306f\u304a\u96c6\u307e\u308a\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u30022021\u5e74\u7b2c2\u56db\u534a\u671f\u306e\u30ed\u30af\u30fb\u30a4\u30f3\u30af\u306e\u6c7a\u7b97\u8aac\u660e\u4f1a\u306b\u3088\u3046\u3053\u305d\u3002[\u672c\u65e5\u306e\u4f1a\u8b70\u306f\u9332\u97f3\u3055\u308c\u3066\u3044\u307e\u3059\u306e\u3067\u3001\u3054\u4e86\u627f\u304f\u3060\u3055\u3044\u3002<\/span><\/p>\n

\n

\u3053\u308c\u3088\u308a\u3001\u672c\u65e5\u306e\u30b9\u30d4\u30fc\u30ab\u30fc\u3067\u3042\u308b\u6295\u8cc7\u5bb6\u5411\u3051\u5e83\u5831\u62c5\u5f53\u526f\u793e\u9577\u306e\u30b3\u30f3\u30e9\u30c3\u30c9\u30fb\u30b0\u30ed\u30c3\u30c9\u6c0f\u306b\u4f1a\u8b70\u3092\u5f15\u304d\u7d99\u304e\u307e\u3059\u3002<\/span><\/p>\n

\n

\u30b3\u30f3\u30e9\u30c3\u30c9\u30fb\u30b0\u30ed\u30c3\u30c9 — IR\u62c5\u5f53\u526f\u793e\u9577<\/span><\/p>\n

\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u672c\u65e5\u306f\u3001\u30a2\u30f3\u30bd\u30cb\u30fc\u30fb\u30a6\u30c3\u30c9\u6c0f\u3092\u304a\u62db\u304d\u3057\u3066\u3001Roku\u306e2021\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u3092\u958b\u50ac\u3044\u305f\u3057\u307e\u3059\u3002\u672c\u65e5\u306f\u3001\u30ed\u30af\u306e\u5275\u696d\u8005\u517cCEO\u306e\u30a2\u30f3\u30bd\u30cb\u30fc\u30fb\u30a6\u30c3\u30c9\u3001CFO\u306e\u30b9\u30c6\u30a3\u30fc\u30d6\u30fb\u30eb\u30fc\u30c7\u30f3\u3001\u305d\u3057\u3066\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u4e8b\u696d\u306e\u4e0a\u7d1a\u526f\u793e\u9577\u517c\u30bc\u30cd\u30e9\u30eb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u30b9\u30b3\u30c3\u30c8\u30fb\u30ed\u30fc\u30bc\u30f3\u30d0\u30fc\u30b0\u304c\u53c2\u52a0\u3057\u3001\u8cea\u7591\u5fdc\u7b54\u306b\u5fdc\u3058\u307e\u3059\u3002\u5f53\u793e\u306e\u696d\u7e3e\u306e\u8a73\u7d30\u304a\u3088\u3073\u7d4c\u55b6\u9663\u306e\u30b3\u30e1\u30f3\u30c8\u306f\u3001\u682a\u4e3b\u901a\u4fe1\u306b\u63b2\u8f09\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u682a\u4e3b\u901a\u4fe1\u306f\u5f53\u793e\u306eIR\u30b5\u30a4\u30c8\uff08roku.com\/investor\uff09\u3067\u3054\u89a7\u3044\u305f\u3060\u3051\u307e\u3059\u3002<\/span><\/p>\n

\n

\u3053\u306e\u96fb\u8a71\u4f1a\u8b70\u3067\u306e\u5f53\u793e\u306e\u30b3\u30e1\u30f3\u30c8\u3084\u3054\u8cea\u554f\u3078\u306e\u56de\u7b54\u306f\u3001\u672c\u65e5\u6642\u70b9\u3067\u306e\u7d4c\u55b6\u9663\u306e\u898b\u89e3\u3092\u53cd\u6620\u3057\u305f\u3082\u306e\u3067\u3042\u308a\u3001\u5f53\u793e\u306f\u3053\u306e\u60c5\u5831\u3092\u66f4\u65b0\u3059\u308b\u7fa9\u52d9\u3092\u8ca0\u3044\u307e\u305b\u3093\u3002\u3053\u306e\u96fb\u8a71\u4f1a\u8b70\u3067\u306f\u3001\u5c06\u6765\u306e\u898b\u901a\u3057\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u3092\u884c\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u5f53\u793e\u306e\u8ca1\u52d9\u898b\u901a\u3057\u3001\u5c06\u6765\u306e\u5e02\u5834\u74b0\u5883\u3001COVID-19\u304c\u5f53\u793e\u306e\u30d3\u30b8\u30cd\u30b9\u3084\u696d\u754c\u306b\u4e0e\u3048\u308b\u7d99\u7d9a\u7684\u306a\u5f71\u97ff\u306b\u95a2\u3059\u308b\u305d\u306e\u4ed6\u306e\u671f\u5f85\u306a\u3069\u3001\u5c06\u6765\u306e\u51fa\u6765\u4e8b\u306b\u95a2\u3059\u308b\u4e88\u6e2c\u3001\u4e88\u60f3\u3001\u305d\u306e\u4ed6\u306e\u8a18\u8ff0\u3067\u3059\u3002\u3053\u308c\u3089\u306e\u8a18\u8ff0\u306f\u3001\u5f53\u793e\u306e\u73fe\u6642\u70b9\u3067\u306e\u671f\u5f85\u3001\u4e88\u6e2c\u304a\u3088\u3073\u4eee\u5b9a\u306b\u57fa\u3065\u304f\u3082\u306e\u3067\u3042\u308a\u3001\u30ea\u30b9\u30af\u3084\u4e0d\u78ba\u5b9f\u6027\u3092\u542b\u3093\u3067\u3044\u307e\u3059\u3002\u5f53\u793e\u306e\u5b9f\u969b\u306e\u696d\u7e3e\u304c\u3053\u308c\u3089\u306e\u5c06\u6765\u4e88\u60f3\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u3068\u5927\u304d\u304f\u7570\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u8981\u56e0\u306b\u3064\u3044\u3066\u306f\u3001\u5f53\u793e\u306e\u682a\u4e3b\u30ec\u30bf\u30fc\u304a\u3088\u3073\u5b9a\u671f\u7684\u306aSEC\u63d0\u51fa\u66f8\u985e\u3092\u3054\u53c2\u7167\u304f\u3060\u3055\u3044\u3002<\/span><\/p>\n

\n

\u672c\u65e5\u306e\u96fb\u8a71\u4f1a\u8b70\u3067\u306f\u3001\u7279\u5b9a\u306eNon-GAAP\u8ca1\u52d9\u6307\u6a19\u306b\u3064\u3044\u3066\u3082\u8aac\u660e\u3057\u307e\u3059\u3002\u6700\u3082\u6bd4\u8f03\u53ef\u80fd\u306aGAAP\u30d9\u30fc\u30b9\u306e\u8ca1\u52d9\u6307\u6a19\u3068\u306e\u8abf\u6574\u8868\u306f\u3001\u5f53\u793e\u306e\u682a\u4e3b\u7dcf\u4f1a\u62db\u96c6\u901a\u77e5\u306b\u8a18\u8f09\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u6700\u5f8c\u306b\u3001\u7279\u306b\u65ad\u308a\u306e\u306a\u3044\u9650\u308a\u3001\u3053\u306e\u96fb\u8a71\u4f1a\u8b70\u3067\u306e\u6bd4\u8f03\u306f\u3059\u3079\u30662020\u5e74\u306e\u6bd4\u8f03\u5bfe\u8c61\u671f\u9593\u306e\u696d\u7e3e\u306b\u5bfe\u3059\u308b\u3082\u306e\u3067\u3059\u3002\u305d\u308c\u3067\u306f\u3001\u30a2\u30f3\u30bd\u30cb\u30fc\u306b\u901a\u8a71\u3092\u304a\u3064\u306a\u304e\u3057\u307e\u3059\u3002<\/span><\/p>\n

\n

\u30a2\u30f3\u30bd\u30cb\u30fc\u30fb\u30a6\u30c3\u30c9 — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/span><\/p>\n

\n

\u30b3\u30f3\u30e9\u30c3\u30c9\u3001\u305d\u3057\u3066\u4eca\u65e5\u306e\u96fb\u8a71\u4f1a\u8b70\u306b\u53c2\u52a0\u3057\u3066\u304f\u3060\u3055\u3063\u305f\u7686\u3055\u3093\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002Roku\u306f\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u53ce\u76ca\u5316\u306b\u304a\u3044\u3066\u5353\u8d8a\u3057\u305f\u5b9f\u7e3e\u3092\u4e0a\u3052\u305f\u3053\u3068\u306b\u3088\u308a\u3001\u8a18\u9332\u7684\u306a\u53ce\u76ca\u6210\u9577\u3092\u9054\u6210\u3057\u3001\u597d\u8abf\u306a\u7b2c2\u56db\u534a\u671f\u3092\u5831\u544a\u3067\u304d\u308b\u3053\u3068\u3092\u5b09\u3057\u304f\u601d\u3044\u307e\u3059\u3002\u8996\u8074\u8005\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u3001\u5e83\u544a\u4e3b\u306f\u3001\u4e16\u754c\u4e2d\u3067TV\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u3078\u306e\u79fb\u884c\u3092\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002\u30ed\u30af\u306f\u3001\u3053\u306e\u9577\u671f\u7684\u306a\u30c8\u30ec\u30f3\u30c9\u3092\u652f\u3048\u308b\u91cd\u8981\u306a\u5b58\u5728\u3067\u3059\u3002<\/span><\/p>\n

\n

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\n

\u305d\u308c\u3067\u306f\u3001\u30b9\u30c6\u30a3\u30fc\u30d6\u306b\u96fb\u8a71\u3092\u304a\u3064\u306a\u304e\u3057\u307e\u3059\u3002<\/span><\/p>\n

\n

\u30b9\u30c6\u30a3\u30fc\u30d6\u30fb\u30eb\u30fc\u30c7\u30f3 — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/span><\/p>\n

\n

\u3042\u308a\u304c\u3068\u3046\u3001\u30a2\u30f3\u30bd\u30cb\u30fc\u30022021\u5e74\u7b2c2\u56db\u534a\u671f\u306f\u3001\u58f2\u4e0a\u9ad8\u3001\u58f2\u4e0a\u7dcf\u5229\u76ca\u3001\u8abf\u6574\u5f8cEBITDA\u306e\u3044\u305a\u308c\u3082\u898b\u901a\u3057\u3092\u4e0a\u56de\u308a\u3001\u4e8b\u696d\u9762\u3067\u3082\u8ca1\u52d9\u9762\u3067\u3082\u5f15\u304d\u7d9a\u304d\u5927\u304d\u306a\u9032\u5c55\u304c\u3042\u308a\u307e\u3057\u305f\u3002\u3054\u8cea\u554f\u306b\u304a\u7b54\u3048\u3059\u308b\u524d\u306b\u3001\u30cf\u30a4\u30e9\u30a4\u30c8\u3092\u8aac\u660e\u3057\u3001\u73fe\u5728\u306e\u30de\u30af\u30ed\u7684\u306a\u4e0d\u78ba\u5b9f\u6027\u3092\u8003\u616e\u3057\u305f\u898b\u901a\u3057\u3078\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3064\u3044\u3066\u304a\u8a71\u3057\u307e\u3059\u3002\u7b2c2\u56db\u534a\u671f\u306e\u6709\u52b9\u30a2\u30ab\u30a6\u30f3\u30c8\u6570\u306f150\u4e07\u4ef6\u5897\u52a0\u3057\u3001\u6700\u7d42\u7684\u306b5,510\u4e07\u4ef6\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/span><\/p>\n

\n

2021\u5e74\u7b2c2\u56db\u534a\u671f\u306e\u7d14\u5897\u6570\u306f\u3001COVID\u524d\u306e2019\u5e74\u7b2c2\u56db\u534a\u671f\u306e\u6c34\u6e96\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u304c\u3001\u4e88\u60f3\u901a\u308a\u3001\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u306b\u95a2\u9023\u3057\u305f2020\u5e74\u7b2c2\u56db\u534a\u671f\u306e\u6025\u5897\u3092\u4e0b\u56de\u308b\u7d50\u679c\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u30d7\u30ec\u30fc\u30e4\u30fc\u306e\u8ca9\u58f2\u53f0\u6570\u306f\u524d\u5e74\u540c\u671f\u6bd4\u3067\u6bd4\u8f03\u7684\u30d5\u30e9\u30c3\u30c8\u3067\u3001\u5e73\u5747\u8ca9\u58f2\u4fa1\u683c\u306f\u524d\u5e74\u540c\u671f\u6bd4\u30672\uff05\u4f4e\u4e0b\u3057\u307e\u3057\u305f\u3002Roku\u30e6\u30fc\u30b6\u30fc\u306e\u5f53\u56db\u534a\u671f\u306e\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u8996\u8074\u6642\u9593\u306f174\u5104\u6642\u9593\u3067\u3001\u524d\u5e74\u540c\u671f\u6bd4\u3067\u7d0419\uff05\u5897\u52a0\u3057\u307e\u3057\u305f\u3002\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u53ce\u76ca\u5316\u306f\u52a0\u901f\u3057\u3001ARPU\u306f12\u30f6\u6708\u7d2f\u8a08\u306736.46\u30c9\u30eb\u3068\u306a\u308a\u3001\u524d\u5e74\u540c\u671f\u6bd4\u306746\uff05\u5897\u52a0\u3057\u307e\u3057\u305f\u3002<\/span><\/p>\n

\n

\u7b2c2\u56db\u534a\u671f\u306e\u7dcf\u58f2\u4e0a\u9ad8\u306f\u3001\u524d\u5e74\u540c\u671f\u6bd481\uff05\u5897\u306e6\u51044510\u4e07\u30c9\u30eb\u3068\u8a18\u9332\u7684\u306a\u4f38\u3073\u3092\u793a\u3057\u307e\u3057\u305f\u3002\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u90e8\u9580\u306e\u53ce\u76ca\u306f\u3001\u524d\u5e74\u540c\u671f\u6bd4117\uff05\u5897\u306e5\u51043,230\u4e07\u30c9\u30eb\u3067\u3001\u7dcf\u53ce\u76ca\u306e83\uff05\u3092\u5360\u3081\u3066\u3044\u307e\u3059\u3002\u4e00\u65b9\u3001\u30d7\u30ec\u30fc\u30e4\u30fc\u90e8\u9580\u306e\u53ce\u76ca\u306f\u30012020\u5e74\u7b2c2\u56db\u534a\u671f\u306e\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u306b\u3088\u308b\u9700\u8981\u6025\u5897\u3092\u53d7\u3051\u3066\u3001\u524d\u5e74\u540c\u671f\u6bd4\u3067\u6bd4\u8f03\u7684\u6a2a\u3070\u3044\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u5f53\u793e\u306e\u4e3b\u8981\u306a\u8ca1\u52d9\u6307\u6a19\u3067\u3042\u308b\u58f2\u4e0a\u7dcf\u5229\u76ca\u306f\u3001\u7b2c2\u56db\u534a\u671f\u306b\u524d\u5e74\u540c\u671f\u6bd4130\uff05\u5897\u306e3\u51043,830\u4e07\u30c9\u30eb\u3068\u306a\u308a\u3001\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306f52\uff05\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u30d7\u30ec\u30fc\u30e4\u30fc\u306e\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306f\u30de\u30a4\u30ca\u30b96\uff05\u3068\u306a\u308a\u307e\u3057\u305f\u304c\u3001\u3053\u308c\u306f\u4e16\u754c\u7684\u306a\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u554f\u984c\u304c\u7269\u6d41\u3084\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u306e\u4fa1\u683c\u306b\u5f71\u97ff\u3057\u3066\u3044\u308b\u305f\u3081\u3067\u3001\u901a\u5e38\u3088\u308a\u3082\u4f4e\u3044\u6c34\u6e96\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306f65\uff05\u3067\u3001\u3053\u308c\u306f\u30b3\u30f3\u30c6\u30f3\u30c4\u30d1\u30d6\u30ea\u30c3\u30b7\u30e3\u30fc\u306e\u5229\u76ca\u7387\u306e\u9ad8\u3044\u30e1\u30c7\u30a3\u30a2\u304a\u3088\u3073\u30a8\u30f3\u30bf\u30c6\u30a4\u30f3\u30e1\u30f3\u30c8\u3078\u306e\u652f\u51fa\u304c\u597d\u8abf\u3060\u3063\u305f\u3053\u3068\u306b\u3088\u308b\u3082\u306e\u3067\u3059\u3002\u58f2\u4e0a\u9ad8\u304a\u3088\u3073\u58f2\u4e0a\u7dcf\u5229\u76ca\u306e\u597d\u8abf\u306b\u3088\u308a\u3001\u7b2c2\u56db\u534a\u671f\u306e\u8abf\u6574\u5f8cEBITDA\u306f\u3001\u4e88\u60f3\u3092\u4e0a\u56de\u308b1\u51042240\u4e07\u30c9\u30eb\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u7b2c2\u56db\u534a\u671f\u306e\u30aa\u30da\u30c3\u30af\u30b9\u306f\u3001\u524d\u5e74\u540c\u671f\u6bd442\uff05\u5897\u306e2\u51046900\u4e07\u30c9\u30eb\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u307e\u305f\u3001\u7b2c2\u56db\u534a\u671f\u306f\u3001\u7d0421\u5104\u30c9\u30eb\u306e\u73fe\u91d1\u3001\u73fe\u91d1\u540c\u7b49\u7269\u3001\u4f7f\u9014\u6307\u5b9a\u73fe\u91d1\u304a\u3088\u3073\u77ed\u671f\u6295\u8cc7\u3092\u4fdd\u6709\u3057\u307e\u3057\u305f\u3002<\/span><\/p>\n

\u904e\u53bb\u6570\u56db\u534a\u671f\u3068\u540c\u69d8\u3001\u898b\u901a\u3057\u306b\u95a2\u3059\u308b\u30a2\u30d7\u30ed\u30fc\u30c1\u3068\u3057\u3066\u3001\u6b21\u306e\u56db\u534a\u671f\u306e\u6b63\u5f0f\u306a\u30ac\u30a4\u30c0\u30f3\u30b9\u3068\u3001\u4e8b\u696d\u306e\u9577\u671f\u7684\u306a\u898b\u901a\u3057\u306b\u95a2\u3059\u308b\u8ffd\u52a0\u60c5\u5831\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u7b2c3\u56db\u534a\u671f\u306e\u58f2\u4e0a\u9ad8\u306f\u3001\u524d\u5e74\u540c\u671f\u6bd451\uff05\u5897\u306e6\u51048,000\u4e07\u30c9\u30eb\uff08\u4e2d\u9593\u70b9\uff09\u3001\u58f2\u4e0a\u7dcf\u5229\u76ca\u306f\u524d\u5e74\u540c\u671f\u6bd449\uff05\u5897\u306e3\u51042,000\u4e07\u30c9\u30eb\u3092\u898b\u8fbc\u3093\u3067\u3044\u307e\u3059\u3002\u8abf\u6574\u5f8c\u306eEBITDA\u306f\u4e2d\u9593\u70b9\u30676,500\u4e07\u30c9\u30eb\u3001\u7d14\u5229\u76ca\u306f\u7d04200\u4e07\u30c9\u30eb\u3092\u898b\u8fbc\u3093\u3067\u3044\u307e\u3059\u3002\u3053\u306e\u4e2d\u306b\u306f\u3001\u682a\u5f0f\u30d9\u30fc\u30b9\u306e\u5831\u916c5,200\u4e07\u30c9\u30eb\u3001\u6e1b\u4fa1\u511f\u5374\u8cbb\u304a\u3088\u3073\u305d\u306e\u4ed6\u306e\u7d14\u5229\u76ca1,100\u4e07\u30c9\u30eb\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u5805\u8abf\u306a\u6210\u9577\u306f\u3001\u8996\u8074\u8005\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u5236\u4f5c\u8005\u3001\u5e83\u544a\u4e3b\u304cTV\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u306b\u79fb\u884c\u3059\u308b\u3068\u3044\u3046\u4e16\u4fd7\u7684\u306a\u5909\u5316\u306e\u7d50\u679c\u3067\u3042\u308a\u3001\u4eca\u5f8c\u3082\u9577\u671f\u7684\u306b\u3053\u306e\u6210\u9577\u3092\u727d\u5f15\u3057\u3066\u3044\u304f\u3082\u306e\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u4eca\u5e74\u306e\u6b8b\u308a\u306e\u671f\u9593\u3092\u5c55\u671b\u3057\u3066\u30013\u3064\u306e\u91cd\u8981\u306a\u898b\u89e3\u3092\u8ff0\u3079\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u307e\u3059\u30021\u3064\u76ee\u306f\u30012020\u5e74\u4e0b\u534a\u671f\u306b\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u306e\u5f71\u97ff\u3067\u696d\u7e3e\u304c\u60aa\u5316\u3057\u305f\u305f\u3081\u30012021\u5e74\u4e0b\u534a\u671f\u306b\u306f\u4e8b\u696d\u5168\u4f53\u3067\u524d\u5e74\u540c\u671f\u6bd4\u3067\u53b3\u3057\u3044\u72b6\u6cc1\u306b\u76f4\u9762\u3059\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u7b2c2\u306b\u3001\u6628\u5e74\u306e\u9700\u8981\u6025\u5897\u3092\u53d7\u3051\u3066\u3001\u30a2\u30af\u30c6\u30a3\u30d6\u30a2\u30ab\u30a6\u30f3\u30c8\u6570\u3068\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u6642\u9593\u306e\u524d\u5e74\u6bd4\u6210\u9577\u7387\u3082\u53b3\u3057\u3044\u72b6\u6cc1\u306b\u306a\u308a\u307e\u3059\u3002\u305d\u3057\u30663\u3064\u76ee\u306f\u3001\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u3078\u306e\u9577\u671f\u7684\u306a\u30c8\u30ec\u30f3\u30c9\u304c\u4f9d\u7136\u3068\u3057\u3066\u7dad\u6301\u3055\u308c\u3066\u304a\u308a\u3001\u30c6\u30ec\u30d3\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u3078\u306e\u79fb\u884c\u304c\u9032\u3080\u4e2d\u3067\u3001\u5f53\u793e\u306e\u5f37\u56fa\u306a\u30dd\u30b8\u30b7\u30e7\u30f3\u304b\u3089\u5229\u76ca\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/span><\/p>\n

\n

\u305d\u308c\u3067\u306f\u3001\u305d\u308c\u305e\u308c\u306e\u9805\u76ee\u306b\u3064\u3044\u3066\u88dc\u8db3\u8aac\u660e\u3092\u3057\u3066\u3044\u304d\u307e\u3059\u3002\u307e\u305a\u3001\u30d7\u30ec\u30fc\u30e4\u30fc\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5206\u91ce\u306e\u53b3\u3057\u3044\u524d\u5e74\u540c\u671f\u6bd4\u306b\u3064\u3044\u3066\u3067\u3059\u3002\u30d7\u30ec\u30fc\u30e4\u30fc\u4e8b\u696d\u3067\u306f\u3001\u524d\u5e74\u540c\u671f\u306b\u58f2\u4e0a\u304c\u6025\u5897\u3057\u305f\u3053\u3068\u3082\u3042\u308a\u3001\u7b2c3\u56db\u534a\u671f\u306e\u524d\u5e74\u540c\u671f\u6bd4\u3067\u306f\u7279\u306b\u53b3\u3057\u3044\u72b6\u6cc1\u3092\u898b\u8fbc\u3093\u3067\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u3092\u7a4d\u6975\u7684\u306b\u7ba1\u7406\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u4e0b\u534a\u671f\u306e\u30d7\u30ec\u30fc\u30e4\u30fc\u306e\u7c97\u5229\u76ca\u306f\u30de\u30a4\u30ca\u30b9\u5e45\u304c\u62e1\u5927\u3059\u308b\u3068\u60f3\u5b9a\u3057\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u30d3\u30b8\u30cd\u30b9\u306b\u76ee\u3092\u5411\u3051\u3066\u307f\u307e\u3057\u3087\u3046\u3002\u30c6\u30ec\u30d3\u5e83\u544a\u4e88\u7b97\u304c\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u306b\u30b7\u30d5\u30c8\u3057\u3066\u3044\u308b\u3053\u3068\u306b\u52a0\u3048\u30012020\u5e74\u5f8c\u534a\u306b\u8907\u6570\u306e\u65b0\u3057\u3044\u30d7\u30ec\u30df\u30a2\u30e0DTC\u30b5\u30fc\u30d3\u30b9\u304c\u958b\u59cb\u3055\u308c\u305f\u3053\u3068\u304b\u3089\u3001\u3053\u306e\u671f\u9593\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u4e8b\u696d\u306e\u53ce\u76ca\u306f\u975e\u5e38\u306b\u5927\u304d\u304f\u306a\u308a\u307e\u3057\u305f\u3002\u3053\u308c\u306b\u3088\u308a\u30012021\u5e74\u4e0b\u534a\u671f\u306e\u524d\u5e74\u540c\u671f\u6bd4\u306f\u53b3\u3057\u3044\u3082\u306e\u3068\u306a\u308a\u307e\u3059\u304c\u3001\u305d\u308c\u3067\u3082\u5805\u8abf\u306a\u6210\u9577\u3092\u898b\u8fbc\u3093\u3067\u3044\u307e\u3059\u3002\u6b21\u306b\u3001\u30a2\u30af\u30c6\u30a3\u30d6\u30a2\u30ab\u30a6\u30f3\u30c8\u3068\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u6642\u9593\u306e\u524d\u5e74\u6bd4\u304c\u53b3\u3057\u3044\u3053\u3068\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u30012020\u5e74\u306f\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u306b\u3088\u308b\u30ed\u30c3\u30af\u30c0\u30a6\u30f3\u306e\u5f71\u97ff\u3067\u3001\u30a2\u30af\u30c6\u30a3\u30d6\u30a2\u30ab\u30a6\u30f3\u30c8\u3068\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u304c\u6025\u5897\u3057\u307e\u3057\u305f\u3002<\/span><\/p>\n

\n

\u4f8b\u3048\u3070\u30012019\u5e74\u7b2c2\u56db\u534a\u671f\u304b\u30892021\u5e74\u7b2c2\u56db\u534a\u671f\u306b\u304b\u3051\u3066\u3001\u30a2\u30af\u30c6\u30a3\u30d6\u30a2\u30ab\u30a6\u30f3\u30c8\u306f\u7d0480\uff05\u3001\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u6642\u9593\u306f\u7d04100\uff05\u5897\u52a0\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u6210\u9577\u306b\u306f\u30012020\u5e74\u306e\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u30d7\u30ec\u30fc\u30e4\u30fc\u3068\u30b9\u30de\u30fc\u30c8\u30c6\u30ec\u30d3\u306e\u8ca9\u58f2\u53f0\u6570\u306e\u6025\u5897\u304c\u5bc4\u4e0e\u3057\u3066\u3044\u307e\u3059\u30022021\u5e74\u306f\u3001OEM\u30e1\u30fc\u30ab\u30fc\u304c\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u8ab2\u984c\u306b\u5bfe\u51e6\u3059\u308b\u305f\u3081\u3001\u7c73\u56fd\u306e\u30b9\u30de\u30fc\u30c8\u30c6\u30ec\u30d3\u5e02\u5834\u5168\u4f53\u304c\u524d\u5e74\u6bd4\u3067\u7e2e\u5c0f\u3059\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u7b2c\u4e09\u306b\u3001\u5f53\u793e\u306e\u5f37\u529b\u306a\u5e02\u5834\u30dd\u30b8\u30b7\u30e7\u30f3\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u8996\u8074\u8005\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u3001\u5e83\u544a\u4e3b\u304c\u4e16\u754c\u4e2d\u3067\u30c6\u30ec\u30d3\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u306b\u79fb\u884c\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u9577\u671f\u7684\u306a\u30c8\u30ec\u30f3\u30c9\u304b\u3089\u5229\u76ca\u3092\u5f97\u308b\u305f\u3081\u306b\u3001Roku\u306f\u5168\u4f53\u7684\u306b\u975e\u5e38\u306b\u6709\u5229\u306a\u7acb\u5834\u306b\u3042\u308a\u307e\u3059\u3002\u30ed\u30af\u306f\u3001TV\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u5e83\u544a\u3078\u306e\u79fb\u884c\u3092\u53ef\u80fd\u306b\u3057\u305f\u30ea\u30fc\u30c0\u30fc\u3067\u3042\u308a\u3001\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u5e83\u544a\u8cbb\u306e\u5897\u52a0\u306b\u4f34\u3063\u3066\u5229\u76ca\u3092\u5f97\u3066\u3044\u307e\u3059\u3002\u4eca\u5f8c\u306e\u6a5f\u4f1a\u306e\u5927\u304d\u3055\u3068\u3001\u3053\u308c\u307e\u3067\u306e\u53ce\u76ca\u5316\u306e\u521d\u671f\u6bb5\u968e\u3092\u8003\u616e\u3059\u308b\u3068\u3001\u9577\u671f\u7684\u306b\u6210\u9577\u3059\u308b\u80fd\u529b\u306b\u3064\u3044\u3066\u306f\u697d\u89b3\u7684\u3067\u3042\u308a\u7d9a\u3051\u307e\u3059\u3002\u6700\u5f8c\u306b\u3001\u5f53\u4e8b\u696d\u306e\u696d\u7e3e\u3068\u3001Roku\u306b\u6069\u6075\u3092\u3082\u305f\u3089\u3059\u5e83\u7bc4\u306a\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u74b0\u5883\u306b\u898b\u3089\u308c\u308b\u5f37\u3044\u52e2\u3044\u306b\u6e80\u8db3\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u8ff0\u3079\u3066\u304a\u304d\u307e\u3059\u3002<\/span><\/p>\n

\n

\u305d\u308c\u3067\u306f\u3001\u8cea\u554f\u3092\u304a\u53d7\u3051\u3057\u307e\u3057\u3087\u3046\u3002\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\uff1f<\/span><\/p>\n

\n

\u8cea\u7591\u5fdc\u7b54<\/strong><\/span><\/p>\n

\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/span><\/p>\n

\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002[\u6700\u521d\u306e\u8cea\u554f\u306f\u3001\u30ad\u30fc\u30d0\u30f3\u30af\u306e\u30b8\u30e3\u30b9\u30c6\u30a3\u30f3\u30fb\u30d1\u30bf\u30fc\u30bd\u30f3\u3055\u3093\u304b\u3089\u3067\u3059\u3002\u304a\u96fb\u8a71\u304a\u5f85\u3061\u3057\u3066\u304a\u308a\u307e\u3059\u3002<\/span><\/p>\n

\n

\u30b8\u30e3\u30b9\u30c6\u30a3\u30f3\u30fb\u30d1\u30bf\u30fc\u30bd\u30f3 — \u30ad\u30fc\u30d0\u30f3\u30af\u30fb\u30ad\u30e3\u30d4\u30bf\u30eb\u30fb\u30de\u30fc\u30b1\u30c3\u30c4 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/span><\/p>\n

\n

\u3088\u308d\u3057\u3051\u308c\u30702\u3064\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u307e\u305a\u3001ARPU\u306e\u4f38\u3073\u306e\u8981\u56e0\u3092\u3082\u3046\u5c11\u3057\u8a73\u3057\u304f\u8aac\u660e\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u305d\u3057\u30662\u3064\u76ee\u306f\u3001\u30a2\u30c3\u30d7\u30d5\u30ed\u30f3\u30c8\u304b\u3089\u5f97\u3089\u308c\u305f\u6559\u8a13\u306b\u3064\u3044\u3066\u304a\u8a71\u3044\u305f\u3060\u3051\u307e\u3059\u304b\uff1f\u30a2\u30c3\u30d7\u30d5\u30ed\u30f3\u30c8\u3067\u306f\u3001\u65b0\u3057\u3044\u5e83\u544a\u4e3b\u304c\u9806\u8abf\u306b\u5897\u52a0\u3057\u305f\u3088\u3046\u3067\u3059\u306d\u3002\u4ee5\u524d\u306b\u306f\u306a\u304b\u3063\u305f\u5e83\u544a\u4e3b\u304c\u3053\u3053\u306b\u6765\u3066\u3044\u308b\u3053\u3068\u3084\u3001\u30a2\u30c3\u30d7\u30d5\u30ed\u30f3\u30c8\u306e\u5f37\u3055\u304c\u4e0b\u534a\u671f\u306b\u3069\u306e\u3088\u3046\u306a\u50be\u5411\u306b\u3042\u308b\u304b\u3092\u3082\u3063\u3068\u77e5\u308a\u305f\u3044\u306e\u3067\u3059\u304c\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/span><\/p>\n

\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/span><\/p>\n

\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001Evercore Assets\u306eShweta Khajuria\u3055\u3093\u3067\u3059\u3002\u304a\u5f85\u3061\u3057\u3066\u304a\u308a\u307e\u3059\u3002<\/span><\/p>\n

\n

\u30b3\u30f3\u30e9\u30c3\u30c9\u30fb\u30b0\u30ed\u30c3\u30c9 — \u6295\u8cc7\u5bb6\u5bfe\u5fdc\u62c5\u5f53\u526f\u793e\u9577<\/span><\/p>\n

\n

\u3061\u3087\u3063\u3068\u5f85\u3063\u3066\u304f\u3060\u3055\u3044\u3001\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/span><\/p>\n

\n

Shweta Khajuria — Evercore ISI — \u30a2\u30ca\u30ea\u30b9\u30c8<\/span><\/p>\n

\n

\u524d\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u304c\u8cea\u554f\u3057\u3066\u3044\u305f\u3068\u601d\u3044\u307e\u3059\u3002\u78ba\u8a8d\u3057\u3066\u304a\u304d\u305f\u3044\u306e\u3067\u3059\u304c…<\/span><\/p>\n

\n

\u30b3\u30f3\u30e9\u30c3\u30c9\u30fb\u30b0\u30ed\u30c3\u30c9 — \u6295\u8cc7\u5bb6\u5bfe\u5fdc\u62c5\u5f53\u526f\u793e\u9577<\/span><\/p>\n

\n

\u306f\u3044\u3002\u30a2\u30f3\u30bd\u30cb\u30fc\u306f\u30df\u30e5\u30fc\u30c8\u306b\u306a\u3063\u3066\u3044\u307e\u3057\u305f\u3002\u5f7c\u304c\u6700\u521d\u306e\u8cea\u554f\u306b\u7b54\u3048\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<\/span><\/p>\n

\n

\u30a2\u30f3\u30bd\u30cb\u30fc\u30fb\u30a6\u30c3\u30c9 — \u5275\u8a2d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/span><\/p>\n

\n

\u306f\u3044\u3001\u3059\u307f\u307e\u305b\u3093\u3002\u30df\u30e5\u30fc\u30c8\u306b\u306a\u3063\u3066\u3044\u307e\u3057\u305f\u3002\u306f\u3044\u3002\u30b8\u30e3\u30b9\u30c6\u30a3\u30f3\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u3053\u3061\u3089\u306f\u30a2\u30f3\u30bd\u30cb\u30fc\u3067\u3059\u3002ARPU\u306f\u3001\u30a2\u30af\u30c6\u30a3\u30d6\u30a2\u30ab\u30a6\u30f3\u30c8\u3068\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u53ce\u5165\u306e\u95a2\u6570\u3067\u3042\u308b\u3053\u3068\u306f\u8a00\u3046\u307e\u3067\u3082\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u5f53\u56db\u534a\u671f\u3067\u306f\u4e21\u65b9\u3068\u3082\u9806\u8abf\u306b\u4f38\u3073\u307e\u3057\u305f\u3002\u7279\u306b\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u53ce\u5165\u306f5\u5104\u30c9\u30eb\u3092\u8d85\u3048\u307e\u3057\u305f\u3002\u7279\u306b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u53ce\u5165\u306f5\u5104\u30c9\u30eb\u3092\u8d85\u3048\u3001\u7b2c2\u56db\u534a\u671f\u306e\u8a18\u9332\u7684\u306a\u5897\u53ce\u306e\u4e3b\u306a\u8981\u56e0\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/span><\/p>\n

\n

\u3053\u306e\u3088\u3046\u306b\u3001\u5e83\u544a\u4e3b\u304c\u8996\u8074\u8005\u3092\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u306b\u8a98\u5c0e\u3059\u308b\u3053\u3068\u306b\u5f37\u3044\u95a2\u5fc3\u3092\u793a\u3057\u3066\u3044\u308b\u3053\u3068\u304c\u308f\u304b\u308a\u307e\u3059\u3002\u305d\u308c\u304c\u539f\u52d5\u529b\u306e\u3072\u3068\u3064\u3067\u3059\u3002\u307e\u305f\u3001\u65b0\u305f\u306a\u6d88\u8cbb\u8005\u5411\u3051\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u30b5\u30fc\u30d3\u30b9\u304c\u4eba\u6c17\u3092\u535a\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u5f53\u793e\u306f\u3053\u308c\u3089\u306e\u30b5\u30fc\u30d3\u30b9\u306e\u30de\u30fc\u30c1\u30e3\u30f3\u30c0\u30a4\u30b8\u30f3\u30b0\u3001\u30d7\u30ed\u30e2\u30fc\u30b7\u30e7\u30f3\u3001\u914d\u4fe1\u306e\u305f\u3081\u306e\u512a\u308c\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u306e2\u3064\u306e\u8981\u7d20\u304c\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5168\u4f53\u306e\u58f2\u4e0a\u5897\u306b\u8ca2\u732e\u3057\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

ARPU\u306e\u727d\u5f15\u5f79\u306b\u3064\u3044\u3066\u3001\u30b9\u30c6\u30a3\u30fc\u30d6\u3055\u3093\u304b\u3089\u88dc\u8db3\u304c\u3042\u308c\u3070\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/span><\/p>\n

\n

\u30b9\u30c6\u30a3\u30fc\u30d6\u30fb\u30eb\u30fc\u30c7\u30f3 — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/span><\/p>\n

\n

ARPU\u30c9\u30e9\u30a4\u30d0\u30fc\u306b\u3064\u3044\u3066\u306e\u307f\u8aac\u660e\u3057\u3001\u30a2\u30c3\u30d7\u30d5\u30ed\u30f3\u30c8\u306b\u3064\u3044\u3066\u306f\u30b9\u30b3\u30c3\u30c8\u304c\u8aac\u660e\u3057\u307e\u3059\u3002\u305d\u3046\u3067\u3059\u306d\u3002<\/span><\/p>\n

\n

\u30c8\u30e9\u30ea\u30f3\u30b012\u30f6\u6708\u30d9\u30fc\u30b9\u306eARPU\u306f36\u30c9\u30eb\u4ee5\u4e0a\u3067\u3001\u524d\u5e74\u540c\u671f\u6bd446\uff05\u5897\u3067\u3057\u305f\u3002\u3053\u308c\u306f\u3001\u904e\u53bb3\uff5e4\u56db\u534a\u671f\u306e\u9593\u306bARPU\u306e\u4f38\u3073\u304c\u52a0\u901f\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u7d20\u6674\u3089\u3057\u3044\u3053\u3068\u3067\u3059\u3002\u307e\u305f\u3001\u3053\u308c\u306f\u30de\u30cd\u30bf\u30a4\u30ba\u306e\u5e83\u7bc4\u306a\u5897\u52a0\u306b\u3088\u308b\u3082\u306e\u3067\u3059\u3002\u307e\u305f\u3001\u30a2\u30f3\u30bd\u30cb\u30fc\u304c\u8ff0\u3079\u305f\u3088\u3046\u306b\u3001\u7af6\u5408\u4ed6\u793e\u3068\u306e\u7af6\u4e89\u3082\u6fc0\u3057\u304f\u3001\u7279\u306b\u30ec\u30ac\u30b7\u30fc\u30e1\u30c7\u30a3\u30a2\u4f01\u696d\u306e\u307b\u3068\u3093\u3069\u304cDTC\u30b5\u30fc\u30d3\u30b9\u306b\u6ce8\u529b\u3057\u3066\u3044\u308b\u72b6\u6cc1\u3067\u3059\u3002<\/span><\/p>\n

\u5f53\u793e\u306e\u30e1\u30c7\u30a3\u30a2\u30fb\u30a8\u30f3\u30bf\u30c6\u30a4\u30f3\u30e1\u30f3\u30c8\u30c4\u30fc\u30eb\u306e\u5c0e\u5165\u3068\u5229\u7528\u304c\u597d\u8abf\u3067\u3059\u3002\u3053\u308c\u306f\u3001\u7b2c2\u56db\u534a\u671f\u306b\u8ff0\u3079\u305f\u6ce8\u76ee\u3059\u3079\u304d\u70b9\u3067\u3059\u3002\u3053\u308c\u3089\u306e\u7d44\u307f\u5408\u308f\u305b\u306b\u3088\u308a\u3001ARPU\u306f\u5f15\u304d\u7d9a\u304d\u4e0a\u6607\u3057\u3066\u304a\u308a\u3001\u5f53\u793e\u306e\u53ce\u76ca\u5316\u52aa\u529b\u306e\u5f37\u3055\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u308c\u3067\u306f\u3001\u30b9\u30b3\u30c3\u30c8\u306b\u30a2\u30c3\u30d7\u30d5\u30ed\u30f3\u30c8\u306b\u3064\u3044\u3066\u8a71\u3057\u3066\u3082\u3089\u3044\u307e\u3057\u3087\u3046\u3002<\/span><\/p>\n

\n

\u30b9\u30b3\u30c3\u30c8\u30fb\u30ed\u30fc\u30bc\u30f3\u30d0\u30fc\u30b0\uff08Senior Vice President, General Manager, Platform Business<\/span><\/p>\n

\n

\u30b8\u30e3\u30b9\u30c6\u30a3\u30f3\u3001\u30a2\u30c3\u30d7\u30d5\u30ed\u30f3\u30c8\u306b\u3064\u3044\u3066\u306e\u3054\u8cea\u554f\u3067\u3059\u304c\u3001\u79c1\u305f\u3061\u306b\u3068\u3063\u3066\u30a2\u30c3\u30d7\u30d5\u30ed\u30f3\u30c8\u30b7\u30fc\u30ba\u30f3\u306f\u975e\u5e38\u306b\u5909\u5316\u306e\u591a\u3044\u3082\u306e\u3067\u3057\u305f\u3002\u3053\u3053\u6570\u5e74\u3001\u5f93\u6765\u306e\u30c6\u30ec\u30d3\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u304c\u884c\u3063\u3066\u3044\u305f\u6642\u671f\u3088\u308a\u3082\u6570\u30f6\u6708\u65e9\u304f\u7d42\u4e86\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u3001\u30d6\u30e9\u30f3\u30c9\u304c\u5e74\u9593\u4e88\u7b97\u306e\u914d\u5206\u3092\u8003\u3048\u308b\u969b\u306b\u3001\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u304c\u4e00\u7d1a\u5e02\u6c11\u3068\u3057\u3066\u306e\u5730\u4f4d\u3092\u7372\u5f97\u3057\u305f\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u4e3b\u8981\u306a\u4ee3\u7406\u5e97\u306e\u6301\u3061\u682a\u4f1a\u793e7\u793e\u3059\u3079\u3066\u3068\u5951\u7d04\u3092\u7de0\u7d50\u3057\u3001\u91d1\u984d\u30d9\u30fc\u30b9\u3067\u306f2\u500d\u4ee5\u4e0a\u306e\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3092\u3057\u307e\u3057\u305f\u3002<\/span><\/p>\n

\n

\u3053\u308c\u306b\u306f\u3044\u304f\u3064\u304b\u306e\u8981\u56e0\u304c\u3042\u308a\u307e\u3059\u3002\u305d\u306e\u3072\u3068\u3064\u306f\u3001\u4e16\u4fd7\u7684\u306a\u3082\u306e\u3067\u3059\u3002\u7279\u306b\u8996\u8074\u7387\u304c\u6025\u843d\u3057\u3066\u3044\u308b\u4e2d\u3067\u3001\u8996\u8074\u8005\u3092\u30d5\u30a9\u30ed\u30fc\u3059\u308b\u305f\u3081\u306b\u30de\u30fc\u30b1\u30bf\u30fc\u304c\u7dca\u6025\u6027\u3092\u5897\u3057\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002\u30cb\u30fc\u30eb\u30bb\u30f3\u793e\u306e\u5831\u544a\u306b\u3088\u308b\u3068\u300118\u6b73\u304b\u308949\u6b73\u307e\u3067\u306e\u5927\u4eba\u306e\u8996\u8074\u7387\u306f\u524d\u5e74\u6bd4\u306729\uff05\u6e1b\u5c11\u3057\u307e\u3057\u305f\u3002<\/span><\/p>\n

\n

\u3057\u304b\u3057\u3001\u3053\u308c\u306f\u3001\u5f53\u793e\u306e\u898f\u6a21\u3068\u3001\u304b\u306a\u308a\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u305fOneView\u3001\u5f53\u793e\u306e\u5e83\u544a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3001DSP\u3001\u30c7\u30fc\u30bf\u3092\u542b\u3080\u5f53\u793e\u306e\u80fd\u529b\u306e\u8cdc\u7269\u3067\u3082\u3042\u308a\u307e\u3059\u3002\u307e\u305f\u3001\u4eca\u56de\u306e\u30a2\u30c3\u30d7\u30d5\u30ed\u30f3\u30c8\u30b7\u30fc\u30ba\u30f3\u3067\u306f\u3001\u30aa\u30ea\u30b8\u30ca\u30eb\u30b3\u30f3\u30c6\u30f3\u30c4\u3084\u5c02\u7528\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u63d0\u4f9b\u3059\u308b\u80fd\u529b\u3084\u3001\u305d\u306e\u5f8c\u306e\u30b3\u30f3\u30c6\u30f3\u30c4\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3001\u3055\u3089\u306b\u306f\u65b0\u3057\u3044\u30d6\u30e9\u30f3\u30c9\u30b3\u30f3\u30c6\u30f3\u30c4\u30b9\u30bf\u30b8\u30aa\u306e\u63d0\u4f9b\u304c\u3001\u30d6\u30e9\u30f3\u30c9\u5404\u793e\u306e\u5171\u611f\u3092\u547c\u3073\u307e\u3057\u305f\u3002\u4eca\u56de\u306e\u30a2\u30c3\u30d7\u30d5\u30ed\u30f3\u30c8\u30b7\u30fc\u30ba\u30f3\u3067\u306f\u3001\u30c9\u30eb\u3084\u521d\u671f\u306e\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u304c\u5927\u5e45\u306b\u5897\u52a0\u3057\u305f\u3060\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u307e\u305f\u3001\u30a2\u30c3\u30d7\u30d5\u30ed\u30f3\u30c8\u3067\u306f\u307e\u3060\u30b3\u30df\u30c3\u30c8\u3057\u3066\u3044\u306a\u304b\u3063\u305f\u5e83\u544a\u4e3b\u306e\u65b9\u3005\u306b\u3082\u65b0\u305f\u306b\u3054\u53c2\u52a0\u3044\u305f\u3060\u304d\u307e\u3057\u305f\u3002<\/span><\/p>\n

\n

\u5e83\u544a\u4e3b\u306e42\uff05\u4ee5\u4e0a\u304c\u3001Roku\u306e\u30a2\u30c3\u30d7\u30d5\u30ed\u30f3\u30c8\u5e83\u544a\u306b\u521d\u3081\u3066\u53c2\u52a0\u3057\u307e\u3057\u305f\u3002\u5168\u4f53\u7684\u306b\u3001\u30a2\u30c3\u30d7\u30d5\u30ed\u30f3\u30c8\u306e\u6210\u679c\u306b\u306f\u975e\u5e38\u306b\u6e80\u8db3\u3057\u3066\u3044\u307e\u3059\u3057\u3001\u5e74\u9593\u3092\u901a\u3058\u3066\u3001\u307e\u305f\u6563\u5728\u671f\u9593\u4e2d\u306b\u3069\u306e\u3088\u3046\u306a\u6210\u679c\u3092\u4e0a\u3052\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u304b\u306e\u826f\u3044\u524d\u5146\u3060\u3068\u601d\u3063\u3066\u3044\u307e\u3059\u3002\u3054\u8cea\u554f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/span><\/p>\n

\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/span><\/p>\n

\n

\u6b21\u306e\u8cea\u554f\u306f\u3001\u30a8\u30d0\u30fc\u30b3\u30a2\u30fb\u30a2\u30bb\u30c3\u30c4\u306e\u30b7\u30e5\u30a6\u30a7\u30bf\u3055\u3093\u3067\u3059\u3002\u304a\u5f85\u3061\u3057\u3066\u304a\u308a\u307e\u3059\u3002<\/span><\/p>\n

Shweta Khajuria — Evercore ISI — \u30a2\u30ca\u30ea\u30b9\u30c8<\/span><\/p>\n

\n

OK\u3067\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3067\u306f\u30012\u3064\u304a\u9858\u3044\u3057\u307e\u3059\u30021\u3064\u76ee\u306f\u3001\u300cThe Roku Channel\u300d\u306b\u3064\u3044\u3066\u306e\u8aac\u660e\u3067\u3059\u3002Roku Channel\u306e\u5f71\u97ff\u3092\u3001\u8ca2\u732e\u5ea6\u306e\u5897\u52a0\u3068\u3044\u3046\u89b3\u70b9\u304b\u3089\u6570\u5024\u5316\u3057\u3001\u305d\u306e\u898f\u6a21\u3084\u5927\u304d\u3055\u3092\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u308c\u3070\u3088\u3044\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u305d\u3057\u30662\u3064\u76ee\u306f\u3001\u305d\u306e\u65b9\u6cd5\u306b\u3064\u3044\u3066\u3067\u3059\u3002\u30d6\u30e9\u30f3\u30c9\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u8cbb\u7528\u3068\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u8cbb\u7528\u306e\u5185\u8a33\u306f\u3069\u3046\u306a\u3063\u3066\u3044\u307e\u3059\u304b\uff1f\u307e\u305f\u3001OneView\u306e\u5f71\u97ff\u306b\u3088\u308a\u3001\u6642\u9593\u306e\u7d4c\u904e\u3068\u3068\u3082\u306b\u3069\u306e\u3088\u3046\u306b\u5909\u5316\u3059\u308b\u3068\u601d\u3044\u307e\u3059\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/span><\/p>\n

\n

\u30a2\u30f3\u30bd\u30cb\u30fc\u30fb\u30a6\u30c3\u30c9 — \u5275\u8a2d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/span><\/p>\n

\n

Shweta\u3055\u3093\u3001\u3053\u3093\u306b\u3061\u306f\u3002\u3053\u3061\u3089\u306f\u30a2\u30f3\u30bd\u30cb\u30fc\u3067\u3059\u3002Roku Channel\u306f\u3001\u5f53\u793e\u306b\u3068\u3063\u3066\u975e\u5e38\u306b\u6210\u529f\u3057\u305f\u88fd\u54c1\u3067\u3059\u3002\u975e\u5e38\u306b\u3046\u307e\u304f\u3044\u3063\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u3053\u308c\u306f\u5f53\u793e\u304c\u904b\u55b6\u3059\u308b\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u30b5\u30fc\u30d3\u30b9\u3067\u3001\u4e3b\u306b\u7121\u6599\u3067\u5e83\u544a\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3066\u3044\u307e\u3059\u3002\u7686\u3055\u3093\u304c\u7121\u6599\u306e\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u6c42\u3081\u3001\u5e83\u544a\u4e3b\u304c\u8996\u8074\u8005\u3092\u8ffd\u3044\u304b\u3051\u3001\u79c1\u305f\u3061\u304c\u305d\u306e\u53ce\u76ca\u3092\u3088\u308a\u826f\u3044\u30b3\u30f3\u30c6\u30f3\u30c4\u306b\u518d\u6295\u8cc7\u3059\u308b\u3068\u3044\u3046\u597d\u5faa\u74b0\u304b\u3089\u3001\u9593\u9055\u3044\u306a\u304f\u5229\u76ca\u3092\u5f97\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u597d\u5faa\u74b0\u304c\u751f\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u975e\u5e38\u306b\u901f\u3044\u30b9\u30d4\u30fc\u30c9\u3067\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u3053\u308c\u306f\u3001\u5f53\u793e\u306e\u640d\u76ca\u306e\u5927\u304d\u306a\u539f\u52d5\u529b\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u5f53\u793e\u306e\u5e83\u544a\u4e8b\u696d\u304c\u6210\u9577\u3057\u3001\u597d\u8abf\u306b\u63a8\u79fb\u3057\u3066\u3044\u308b\u4e2d\u3067\u3001\u5f53\u793e\u306e\u5e83\u544a\u53ce\u5165\u3001\u3064\u307e\u308a\u5e83\u544a\u5728\u5eab\u306e\u5927\u304d\u306a\u6e90\u6cc9\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u30d3\u30b8\u30cd\u30b9\u306e\u898f\u6a21\u306b\u3069\u306e\u3088\u3046\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u3066\u3044\u308b\u304b\u3068\u3044\u3046\u5177\u4f53\u7684\u306a\u5185\u5bb9\u306b\u3064\u3044\u3066\u306f\u3001\u79c1\u305f\u3061\u304c\u305d\u308c\u3092\u8aac\u660e\u3057\u305f\u304b\u3069\u3046\u304b\u306f\u308f\u304b\u308a\u307e\u305b\u3093\u3002\u30b9\u30c6\u30a3\u30fc\u30d6\u3001\u4f55\u304b\u3042\u308a\u307e\u3059\u304b\uff1f\u4f55\u304b\u8ffd\u52a0\u3057\u305f\u3044\u3053\u3068\u306f\u3042\u308a\u307e\u3057\u305f\u304b\uff1f\u3042\u308a\u307e\u305b\u3093\u304b\uff1f\u305d\u308c\u304b\u3089\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306b\u3064\u3044\u3066\u306f\u3001\u30b9\u30b3\u30c3\u30c8\u304c\u8a71\u3057\u3066\u304f\u308c\u308b\u3067\u3057\u3087\u3046\u3002<\/span><\/p>\n

\n

\u30b9\u30b3\u30c3\u30c8\u30fb\u30ed\u30fc\u30bc\u30f3\u30d0\u30fc\u30b0\uff08Senior Vice President, General Manager, Platform Business\uff09 \u306f\u3044\u3002<\/span><\/p>\n

\n

Shweta\u3001TRC\u3084The Roku Channel\u306b\u95a2\u3059\u308bAnthony\u306e\u30b3\u30e1\u30f3\u30c8\u306b\u7d9a\u3051\u3066\u3001\u3053\u306e\u56db\u534a\u671f\u306eTRC\u306f\u7d20\u6674\u3089\u3057\u3044\u3082\u306e\u3060\u3063\u305f\u3068\u8a00\u3044\u305f\u3044\u3067\u3059\u3002TRC\u306f\u98db\u8e8d\u7684\u306b\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u6642\u9593\u306f\u3001\u524d\u5e74\u540c\u671f\u6bd4\u30672\u500d\u4ee5\u4e0a\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5168\u4f53\u3084AVOD\uff08\u5e83\u544a\u652f\u63f4\u578b\u30bb\u30b0\u30e1\u30f3\u30c8\uff09\u5168\u4f53\u3088\u308a\u3082\u306f\u308b\u304b\u306b\u901f\u3044\u30da\u30fc\u30b9\u3067\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u7d50\u679c\u3001\u30d3\u30c7\u30aa\u5e83\u544a\u306e\u4f9b\u7d66\u6e90\u3068\u3057\u3066\u3001\u6642\u9593\u3068\u3068\u3082\u306b\u91cd\u8981\u6027\u304c\u5897\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u30a2\u30f3\u30bd\u30cb\u30fc\u304c\u8ff0\u3079\u305f\u3088\u3046\u306b\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u4e0a\u306e\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u30c1\u30e3\u30cd\u30eb\u306b\u5e83\u544a\u3092\u63b2\u8f09\u3059\u308b\u969b\u306b\u306f\u4e0d\u53ef\u80fd\u306a\u65b9\u6cd5\u3067\u3001\u65b0\u3057\u3044\u5e83\u544a\u30e6\u30cb\u30c3\u30c8\u3084\u65b0\u3057\u3044\u5e83\u544a\u4f53\u9a13\u3092\u751f\u307f\u51fa\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3001\u9769\u65b0\u7684\u306a\u5834\u6240\u3067\u3082\u3042\u308a\u307e\u3059\u3002\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u5e83\u544a\u306b\u3064\u3044\u3066\u306e\u3054\u8cea\u554f\u3067\u3059\u304c\u3001\u78ba\u304b\u306b\u5f53\u793e\u306e\u5e83\u544a\u306e\u5927\u90e8\u5206\u306f\u3001\u5f93\u6765\u306e\u30c6\u30ec\u30d3\u3001\u30c8\u30c3\u30d7\u30d5\u30a1\u30cd\u30eb\u306e\u30d6\u30e9\u30f3\u30c9\u5e83\u544a\u3067\u3059\u3002<\/span><\/p>\n

\n

\u3057\u304b\u3057\u3001\u793e\u5185\u3067\u30b0\u30ed\u30b9\u5e83\u544a\u3068\u547c\u3093\u3067\u3044\u308b\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u5206\u91ce\u306f\u3001\u524d\u5e74\u6bd4\u3067\u7d043\u500d\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u3001\u30d5\u30a1\u30fc\u30b9\u30c8\u30d1\u30fc\u30c6\u30a3\u306e\u9867\u5ba2\u95a2\u4fc2\u3001\u8c4a\u5bcc\u306a\u30c7\u30fc\u30bf\u3001\u512a\u308c\u305f\u5e83\u544a\u6280\u8853\u3092\u5099\u3048\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u3057\u3066\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u6210\u679c\u5fd7\u5411\u306e\u5e83\u544a\u4e3b\u304c\u691c\u7d22\u3084\u30bd\u30fc\u30b7\u30e3\u30eb\u306b\u6295\u8cc7\u3059\u308b\u969b\u306b\u6c42\u3081\u308b\u3088\u3046\u306a\u6210\u679c\u3092\u63d0\u4f9b\u3067\u304d\u308b\u3068\u3044\u3046\u4e8b\u5b9f\u306b\u57fa\u3065\u3044\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u3053\u306e\u5206\u91ce\u306b\u975e\u5e38\u306b\u5f37\u3044\u95a2\u5fc3\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u5206\u91ce\u3067\u306f\u3001\u5f93\u6765\u306e\u30c6\u30ec\u30d3\u4e88\u7b97\u4ee5\u5916\u306e\u4e88\u7b97\u3068\u7af6\u5408\u3059\u308b\u3053\u3068\u306b\u306a\u308a\u3001\u5f53\u793e\u306e\u6210\u9577\u6a5f\u4f1a\u306b\u3068\u3063\u3066\u5168\u304f\u65b0\u3057\u3044\u4ed8\u52a0\u4fa1\u5024\u3068\u306a\u308a\u307e\u3059\u3002<\/span><\/p>\n

\n

Smartwool\u306e\u3088\u3046\u306a\u30d6\u30e9\u30f3\u30c9\u3067\u306f\u3001OneView\u3092\u4f7f\u3063\u3066\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u5e83\u544a\u6226\u7565\u3068\u30c7\u30b9\u30af\u30c8\u30c3\u30d7\u304a\u3088\u3073\u30e2\u30d0\u30a4\u30eb\u5e83\u544a\u6226\u7565\u3092\u7d44\u307f\u5408\u308f\u305b\u30012\u3064\u306e\u30e1\u30c7\u30a3\u30a2\u3092\u7d44\u307f\u5408\u308f\u305b\u305f\u30ef\u30f3\u30c4\u30fc\u30d1\u30f3\u30c1\u3067\u30b5\u30a4\u30c8\u8a2a\u554f\u8005\u6570\u309272\uff05\u5897\u52a0\u3055\u305b\u305f\u3068\u3044\u3046\u7d20\u6674\u3089\u3057\u3044\u30b1\u30fc\u30b9\u30b9\u30bf\u30c7\u30a3\u304c\u3042\u308a\u307e\u3059\u3002\u5225\u306e\u30d6\u30e9\u30f3\u30c9\u3067\u3042\u308bHeadspace\u306f\u3001\u79c1\u305f\u3061\u306e\u30c7\u30fc\u30bf\u3092\u4f7f\u3063\u3066\u30c7\u30b9\u30af\u30c8\u30c3\u30d7\u3068\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u306e\u4e21\u65b9\u3092\u30bf\u30fc\u30b2\u30c3\u30c8\u306b\u3057\u3001\u30e2\u30d0\u30a4\u30eb\u30a2\u30d7\u30ea\u306e\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u3078\u306e\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u7387\u3092200%\u4ee5\u4e0a\u3082\u5411\u4e0a\u3055\u305b\u307e\u3057\u305f\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u30d6\u30e9\u30f3\u30c9\u304c\u5f53\u793e\u306e\u30c4\u30fc\u30eb\u3092\u5f53\u793e\u306e\u610f\u56f3\u3057\u305f\u3068\u304a\u308a\u306b\u4f7f\u7528\u3057\u3066\u3044\u308b\u30b1\u30fc\u30b9\u30b9\u30bf\u30c7\u30a3\u306e\u4f8b\u304c2\u3064\u3042\u308a\u307e\u3059\u3002\u30d6\u30e9\u30f3\u30c9\u306f\u3001\u5bb6\u5ead\u5185\u306e\u6700\u5927\u306e\u30b9\u30af\u30ea\u30fc\u30f3\u3067\u6df1\u3044\u30d5\u30a1\u30fc\u30b9\u30c8\u30d1\u30fc\u30c6\u30a3\u306e\u95a2\u4fc2\u3092\u7bc9\u3044\u3066\u3044\u308b\u3068\u3044\u3046\u4e8b\u5b9f\u3092\u5229\u7528\u3057\u3001\u305d\u308c\u3092\u30c7\u30b9\u30af\u30c8\u30c3\u30d7\u3068\u30e2\u30d0\u30a4\u30eb\u306e\u30de\u30eb\u30c1\u30c1\u30e3\u30cd\u30eb\u3067\u306e\u5e83\u544a\u63b2\u8f09\u3092\u652f\u63f4\u3059\u308b\u5f53\u793e\u306e\u6a5f\u80fd\u3068\u7d44\u307f\u5408\u308f\u305b\u3066\u3001\u3088\u308a\u5927\u304d\u306a\u6210\u679c\u3092\u4e0a\u3052\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u79c1\u305f\u3061\u306f\u3001\u5f93\u6765\u306e\u30c6\u30ec\u30d3\u5e83\u544a\u8cbb\u306e\u7372\u5f97\u7af6\u4e89\u306b\u52a0\u3048\u3066\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u5e83\u544a\u306e\u5206\u91ce\u306b\u3082\u975e\u5e38\u306b\u5927\u304d\u306a\u30c1\u30e3\u30f3\u30b9\u304c\u3042\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u300d\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

Shweta Khajuria — Evercore ISI — \u30a2\u30ca\u30ea\u30b9\u30c8<\/span><\/p>\n

\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3001Anthony\u3002\u3042\u308a\u304c\u3068\u3046\u3001\u30b9\u30b3\u30c3\u30c8\u3002<\/span><\/p>\n

\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/span><\/p>\n

\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001JP\u30e2\u30eb\u30ac\u30f3\u306e\u30b3\u30fc\u30ea\u30fc\u30fb\u30ab\u30fc\u30da\u30f3\u30bf\u30fc\u3055\u3093\u304b\u3089\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u304a\u96fb\u8a71\u304a\u5f85\u3061\u3057\u3066\u304a\u308a\u307e\u3059\u3002<\/span><\/p>\n

\n

\u30b3\u30fc\u30ea\u30fc\u30fb\u30ab\u30fc\u30da\u30f3\u30bf\u30fc — J.P.\u30e2\u30eb\u30ac\u30f3 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/span><\/p>\n

\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u8cea\u554f\u3092\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30b9\u30c6\u30a3\u30fc\u30d6\u3068\u30a2\u30f3\u30bd\u30cb\u30fc\u306b\u304a\u805e\u304d\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3001\u3053\u308c\u307e\u3067\u306e\u30aa\u30ea\u30b8\u30ca\u30eb\u30b3\u30f3\u30c6\u30f3\u30c4\u306e\u53cd\u97ff\u3092\u53d7\u3051\u3066\u3001\u4eca\u5f8c\u306e\u30b3\u30f3\u30c6\u30f3\u30c4\u6226\u7565\u306b\u3064\u3044\u3066\u3069\u306e\u3088\u3046\u306b\u304a\u8003\u3048\u306b\u306a\u3063\u3066\u3044\u308b\u306e\u304b\u3001\u304a\u805e\u304b\u305b\u3044\u305f\u3060\u3051\u307e\u3059\u304b\uff1f\u3082\u3063\u3068\u7a4d\u6975\u7684\u306b\u3084\u3063\u3066\u307f\u3088\u3046\u3068\u601d\u308f\u308c\u307e\u3057\u305f\u304b\uff1f\u307e\u305f\u3001\u30b9\u30c6\u30a3\u30fc\u30d6\u306b\u3064\u3044\u3066\u306f\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u30b0\u30ed\u30b9\u30de\u30fc\u30b8\u30f3\u3078\u306e\u5f71\u97ff\u306b\u3064\u3044\u3066\u3001\u77ed\u671f\u7684\u306b\u3082\u9577\u671f\u7684\u306b\u3082\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u308b\u3079\u304d\u3067\u3057\u3087\u3046\u304b\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u30a2\u30f3\u30bd\u30cb\u30fc\u30fb\u30a6\u30c3\u30c9 — \u5275\u8a2d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/span><\/p>\n

\n

\u30b3\u30fc\u30ea\u30fc\u3001\u3053\u3061\u3089\u306f\u30a2\u30f3\u30bd\u30cb\u30fc\u3067\u3059\u3002\u899a\u3048\u3066\u304a\u3044\u3066\u3044\u305f\u3060\u304d\u305f\u3044\u306e\u3067\u3059\u304c\u3001Roku\u30c1\u30e3\u30f3\u30cd\u30eb\u306f\u3001\u4e3b\u306b\u5e83\u544a\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u5f62\u3067\u304a\u5ba2\u69d8\u306b\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002Roku\u30c1\u30e3\u30f3\u30cd\u30eb\u306e\u30b3\u30f3\u30c6\u30f3\u30c4\u306f\u3001\u4e3b\u306b\u30e9\u30a4\u30bb\u30f3\u30b9\u5951\u7d04\u306b\u3088\u3063\u3066\u63d0\u4f9b\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u5f53\u793e\u306b\u306f\u6570\u591a\u304f\u306e\u30e9\u30a4\u30bb\u30f3\u30b9\u30d1\u30fc\u30c8\u30ca\u30fc\u304c\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u6df1\u3044\u30d0\u30c3\u30af\u30ab\u30bf\u30ed\u30b0\u306e\u30b3\u30f3\u30c6\u30f3\u30c4\u3068\u3001\u65b0\u3057\u304f\u3066\u9ad8\u4fa1\u306a\u30b3\u30f3\u30c6\u30f3\u30c4\u306e\u4e21\u65b9\u3092\u30e9\u30a4\u30bb\u30f3\u30b9\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u77ed\u671f\u7684\u306a\u3082\u306e\u304b\u3089\u9577\u671f\u7684\u306a\u3082\u306e\u307e\u3067\u3001\u3055\u307e\u3056\u307e\u306a\u30b3\u30f3\u30c6\u30f3\u30c4\u306e\u30e9\u30a4\u30bb\u30f3\u30b9\u3092\u53d6\u5f97\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u898f\u6a21\u304c\u5927\u304d\u304f\u306a\u308a\u3001\u8996\u8074\u8005\u6570\u3084\u5e83\u544a\u4e3b\u6570\u304c\u5897\u3048\u308b\u306b\u3064\u308c\u3066\u3001\u3088\u308a\u826f\u3044\u30b3\u30f3\u30c6\u30f3\u30c4\u306b\u6295\u8cc7\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u3064\u307e\u308a\u3001\u3053\u308c\u306f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30a2\u30d7\u30ed\u30fc\u30c1\u3067\u3042\u308a\u3001\u30aa\u30ea\u30b8\u30ca\u30eb\u4f5c\u54c1\u306f\u305d\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u4e00\u90e8\u306a\u306e\u3067\u3059\u3002<\/span><\/p>\n

\n

\u30b3\u30f3\u30c6\u30f3\u30c4\u306e\u4e3b\u306a\u4f9b\u7d66\u6e90\u306f\u3084\u306f\u308a\u30e9\u30a4\u30bb\u30f3\u30b9\u3067\u3059\u304c\u3001\u30aa\u30ea\u30b8\u30ca\u30eb\u306b\u3082\u30e1\u30ea\u30c3\u30c8\u304c\u3042\u308a\u307e\u3059\u3002\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u4e00\u90e8\u3068\u3057\u3066\u3001\u30aa\u30ea\u30b8\u30ca\u30eb\u306f\u7d20\u6674\u3089\u3057\u3044\u4ed8\u52a0\u4fa1\u5024\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002Quibi\u300d\u306e\u30aa\u30ea\u30b8\u30ca\u30eb\u4f5c\u54c1\u3082\u3001\u300cThis Old House\u300d\u306e\u30aa\u30ea\u30b8\u30ca\u30eb\u4f5c\u54c1\u3082\u3001\u826f\u3044\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u898b\u305b\u3066\u3044\u307e\u3059\u3002\u4eca\u5f8c\u3082\u69d8\u3005\u306a\u30aa\u30ea\u30b8\u30ca\u30eb\u4f5c\u54c1\u306b\u6295\u8cc7\u3057\u3066\u3044\u304d\u307e\u3059\u3002<\/span><\/p>\n

\n

\u4f8b\u3048\u3070\u3001\u30b1\u30d3\u30f3\u30fb\u30cf\u30fc\u30c8\u306e\u300cDie Harter\u300d\u306e\u3088\u3046\u306b\u3001Quibi\u306e\u30aa\u30ea\u30b8\u30ca\u30eb\u4f5c\u54c1\u3092\u8cfc\u5165\u3057\u305f\u3082\u306e\u3092\u6700\u8fd1\u30ea\u30cb\u30e5\u30fc\u30a2\u30eb\u3057\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u5168\u4f53\u7684\u306a\u76ee\u6a19\u306f\u3001AVOD\u306e\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u3092\u7dad\u6301\u3057\u3066\u3044\u304f\u3053\u3068\u3067\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u300cThe Roku Channel\u300d\u3084\u30aa\u30ea\u30b8\u30ca\u30eb\u4f5c\u54c1\u306e\u62e1\u5927\u304c\u5f53\u793e\u306e\u7c97\u5229\u76ca\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u3053\u3068\u306f\u306a\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u30aa\u30ea\u30b8\u30ca\u30eb\u4f5c\u54c1\u306e\u3082\u3046\u4e00\u3064\u306e\u5229\u70b9\u306f\u3001\u5f53\u7136\u306a\u304c\u3089\u30cf\u30ed\u30fc\u52b9\u679c\u304c\u3042\u308b\u3053\u3068\u3067\u3059\u3002<\/span><\/p>\n

\n

\u30a2\u30c3\u30d7\u30d5\u30ed\u30f3\u30c8\u306b\u3082\u5f79\u7acb\u3064\u3057\u3001\u5e83\u544a\u30d3\u30b8\u30cd\u30b9\u306b\u3082\u5f79\u7acb\u3064\u3057\u3001Roku Channel\u306b\u65b0\u3057\u3044\u9867\u5ba2\u3092\u547c\u3073\u8fbc\u3080\u306e\u306b\u3082\u5f79\u7acb\u3061\u307e\u3059\u3002\u3068\u3053\u308d\u3067\u3001\u30b9\u30c6\u30a3\u30fc\u30d6\u3001\u4f55\u304b\u8ffd\u52a0\u3057\u305f\u3044\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u304b\uff1f\u305d\u308c\u3068\u3082\u3001\u79c1\u304c\u8aac\u660e\u3057\u305f\u5185\u5bb9\u3067\u3088\u304b\u3063\u305f\u3067\u3057\u3087\u3046\u304b\uff1f<\/span><\/p>\n

\n

\u30b9\u30c6\u30a3\u30fc\u30d6\u30fb\u30eb\u30fc\u30c7\u30f3 — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/span><\/p>\n

\n

\u3044\u3044\u3048\u3001\u3042\u306a\u305f\u306f\u3059\u3079\u3066\u306e\u9805\u76ee\u3092\u6e80\u305f\u3057\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u79c1\u306f\u65b0\u3057\u3044CFO\u306e\u4ed5\u4e8b\u3092\u63a2\u3055\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u306d\u3002<\/span><\/p>\n

\n

\u30b3\u30fc\u30ea\u30fc\u30fb\u30ab\u30fc\u30da\u30f3\u30bf\u30fc — J.P.\u30e2\u30eb\u30ac\u30f3 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/span><\/p>\n

\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/span><\/p>\n

\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/span><\/p>\n

\n

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\u30de\u30a4\u30b1\u30eb\u30fb\u30ca\u30bf\u30f3\u30bd\u30f3 — \u30e2\u30d5\u30a7\u30c3\u30c8\u30ca\u30bf\u30f3\u30bd\u30f3 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/span><\/p>\n

\n

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\n

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\n

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\n

\u4eca\u306e\u3068\u3053\u308d\u8a00\u3063\u3066\u3044\u307e\u305b\u3093\u306d\u3002\u3053\u306e\u8cea\u554f\u306b\u306f\u3001\u3067\u304d\u308c\u3070\u3042\u306a\u305f\u306b\u7b54\u3048\u3066\u3044\u305f\u3060\u304d\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u30a2\u30f3\u30bd\u30cb\u30fc\u30fb\u30a6\u30c3\u30c9 — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/span><\/p>\n

\n

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\n

Google\u3068\u306e\u5927\u304d\u306a\u9055\u3044\u306f\u3001Google\u306f\u643a\u5e2f\u96fb\u8a71\u306eOS\u3067\u3042\u308bAndroid\u3092\u30c6\u30ec\u30d3\u306b\u79fb\u690d\u3057\u3066\u3044\u308b\u306e\u306b\u5bfe\u3057\u3001\u5f53\u793e\u306f\u6700\u521d\u304b\u3089\u30c6\u30ec\u30d3\u5c02\u7528\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u69cb\u7bc9\u3057\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u6b74\u53f2\u3092\u632f\u308a\u8fd4\u308b\u3068\u3001PC\u306eWindows\u3001\u643a\u5e2f\u96fb\u8a71\u306eAndroid\u3001\u30c6\u30ec\u30d3\u306eRoku\u306a\u3069\u3001\u76ee\u7684\u306b\u5fdc\u3058\u3066\u69cb\u7bc9\u3055\u308c\u305fOS\u304c\u3001\u4f1d\u7d71\u7684\u306b\u5e02\u5834\u30b7\u30a7\u30a2\u306e\u9762\u3067\u5e38\u306b\u52dd\u5229\u3092\u53ce\u3081\u3066\u304d\u307e\u3057\u305f\u3002\u305d\u308c\u306f\u3001\u65b0\u3057\u3044\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u306b\u5bfe\u5fdc\u3057\u305f\u65b0\u3057\u3044\u30e6\u30fc\u30b6\u30fc\u74b0\u5883\u306e\u305f\u3081\u306b\u3001\u4f55\u304b\u3092\u30bc\u30ed\u304b\u3089\u69cb\u7bc9\u3057\u305f\u65b9\u304c\u52b9\u679c\u7684\u3060\u304b\u3089\u3067\u3059\u3002\u79c1\u305f\u3061\u306e\u7af6\u4e89\u529b\u306e\u6e90\u6cc9\u306f\u307e\u3055\u306b\u305d\u3053\u306b\u3042\u308a\u3001\u305d\u308c\u304c\u3046\u307e\u304f\u6a5f\u80fd\u3057\u3066\u3044\u307e\u3059\u3057\u3001\u3053\u308c\u307e\u3067\u3082\u305d\u3046\u3067\u3057\u305f\u3002<\/span><\/p>\n

\n

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\n

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\n

\u4f8b\u3048\u3070\u73fe\u5728\u3001\u696d\u754c\u5168\u4f53\u304c\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u554f\u984c\u3084\u30c1\u30c3\u30d7\u306e\u4e0d\u8db3\u3001\u305d\u308c\u306b\u4f34\u3046\u4fa1\u683c\u306e\u4e0a\u6607\u306b\u60a9\u307e\u3055\u308c\u3066\u3044\u307e\u3059\u304c\u3001\u5f53\u793e\u306f\u7af6\u5408\u4ed6\u793e\u306e\u88fd\u54c1\u3088\u308a\u3082\u5c11\u306a\u3044\u30e1\u30e2\u30ea\u30fc\u3067\u52d5\u4f5c\u3059\u308b\u305f\u3081\u3001\u4ed6\u793e\u3088\u308a\u3082\u5f71\u97ff\u304c\u5c11\u306a\u3044\u306e\u3067\u3059\u3002\u79c1\u305f\u3061\u306e\u30d3\u30b8\u30e7\u30f3\u306f\u3001\u307b\u3068\u3093\u3069\u306e\u30c6\u30ec\u30d3\u304c\u30e9\u30a4\u30bb\u30f3\u30b9\u4f9b\u4e0e\u3055\u308c\u305fOS\u3092\u642d\u8f09\u3059\u308b\u3088\u3046\u306b\u306a\u308a\u3001\u305d\u306e\u4e2d\u3067\u79c1\u305f\u3061\u304c\u30ea\u30fc\u30c0\u30fc\u306b\u306a\u308b\u3053\u3068\u3067\u3059\u3002\u305d\u308c\u304c\u79c1\u305f\u3061\u306e\u4ed5\u4e8b\u3067\u3059\u3002YouTube\u306b\u3064\u3044\u3066\u306f\u3001\u30b9\u30b3\u30c3\u30c8\u306b\u304a\u4efb\u305b\u3057\u307e\u3059\u3002<\/span><\/p>\n

\n

\u30b9\u30b3\u30c3\u30c8\u30fb\u30ed\u30fc\u30bc\u30f3\u30d0\u30fc\u30b0\uff08Senior Vice President, General Manager, Platform Business<\/span><\/p>\n

\n

\u306f\u3044\u3001\u306f\u3044\u3002\u3053\u306e\u8cea\u554f\u306b\u306f\u79c1\u304c\u7b54\u3048\u307e\u3059\u304c\u3001\u8cea\u554f\u306f\u5fc5\u305a\u30b9\u30c6\u30a3\u30fc\u30d6\u306b\u8fd4\u3057\u307e\u3057\u3087\u3046\u3002YouTube\u306e\u72b6\u6cc1\u306b\u3064\u3044\u3066\u306f\u3001\u7279\u306b\u65b0\u3057\u3044\u60c5\u5831\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/span><\/p>\n

\n

\u5ff5\u306e\u305f\u3081\u306b\u7533\u3057\u4e0a\u3052\u307e\u3059\u304c\u3001\u3053\u308c\u306f\u904b\u9001\u4e0a\u306e\u554f\u984c\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u79c1\u305f\u3061\u306f\u3001\u3053\u306e\u95a2\u4fc2\u306b\u304a\u3044\u3066\u3001\u3088\u308a\u591a\u304f\u306e\u8cc7\u91d1\u3084\u7d4c\u6e08\u6027\u3092\u6c42\u3081\u3066\u3044\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002Google\u306b\u306f\u3001Roku\u3067\u306e\u691c\u7d22\u884c\u52d5\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u305f\u308a\u3001\u4ed6\u793e\u306b\u63d0\u4f9b\u3057\u3066\u3044\u306a\u3044\u30c7\u30fc\u30bf\u306b\u30a2\u30af\u30bb\u30b9\u3057\u305f\u308a\u3001\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u3084\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u5909\u66f4\u3092\u8981\u6c42\u3057\u3066\u3001Google\u306eChromecast\u3092\u542b\u3080\u4ed6\u306e\u7af6\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u306e\u7af6\u4e89\u529b\u3092\u4f4e\u4e0b\u3055\u305b\u305f\u308a\u3057\u306a\u3044\u3053\u3068\u306b\u540c\u610f\u3057\u3066\u3082\u3089\u3044\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306f\u975e\u5e38\u306b\u516c\u5e73\u3067\u5408\u7406\u7684\u306a\u8981\u6c42\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u79c1\u305f\u3061\u306f\u3001Roku\u3068\u6d88\u8cbb\u8005\u3001\u305d\u3057\u3066Google\u306b\u3068\u3063\u3066\u826f\u3044\u65b9\u6cd5\u3067\u89e3\u6c7a\u3057\u3088\u3046\u3068\u52aa\u529b\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u4eca\u65e5\u306f\u307e\u3060\u89e3\u6c7a\u3057\u3066\u3044\u307e\u305b\u3093\u3002\u30b9\u30c6\u30a3\u30fc\u30d6\u3001\u3042\u306a\u305f\u3082\u8cea\u554f\u306b\u7b54\u3048\u307e\u3059\u304b\uff1f<\/span><\/p>\n

\u30b9\u30c6\u30a3\u30fc\u30d6\u30fb\u30eb\u30fc\u30c7\u30f3 — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/span><\/p>\n

\n

\u76ae\u8089\u306a\u3053\u3068\u306b\u3001TRC\u306e\u666e\u53ca\u7387\u306f\u3069\u3061\u3089\u304b\u3068\u3044\u3046\u3068\u30b9\u30b3\u30c3\u30c8\u6c0f\u306e\u8cea\u554f\u306b\u8fd1\u3044\u306e\u3067\u3059\u304c\u3001\u3053\u3053\u3067\u306f\u6700\u9ad8\u306e\u30b9\u30b3\u30c3\u30c8\u6c0f\u3092\u6f14\u3058\u3066\u307f\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002TRC\u306e\u30ea\u30fc\u30c1\u306b\u95a2\u3057\u3066\u306f\u3001TRC\u306f\u9806\u8abf\u306b\u6210\u9577\u3092\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002\u4ed6\u306e\u65b9\u3082\u304a\u3063\u3057\u3083\u3063\u3066\u3044\u307e\u3057\u305f\u304c\u3001\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u6642\u9593\u304c\u524d\u5e74\u6bd4\u30672\u500d\u306b\u306a\u3063\u3066\u304a\u308a\u3001\u3053\u308c\u3082\u7d20\u6674\u3089\u3057\u3044\u3053\u3068\u3060\u3068\u601d\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u30ea\u30fc\u30c1\u6570\u306e\u66f4\u65b0\u306f\u3057\u307e\u305b\u3093\u3067\u3057\u305f\u3002\u7279\u306b\u5909\u308f\u3063\u305f\u7bc0\u76ee\u3092\u8fce\u3048\u305f\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u305d\u306e\u305f\u3081\u3001\u3053\u306e\u6570\u5b57\u3092\u8ffd\u52a0\u3057\u306a\u304b\u3063\u305f\u306e\u3067\u3059\u3002\u5168\u822c\u7684\u306b\u3001TRC\u306f\u5f15\u304d\u7d9a\u304d\u597d\u8abf\u3067\u3042\u308b\u3002<\/span><\/p>\n

\n

\u3082\u3046\u3072\u3068\u3064\u3001TRC\u306b\u9650\u3063\u3066\u8a00\u3048\u3070\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u3001\u3064\u307e\u308a\u30d5\u30e9\u30a4\u30db\u30a4\u30fc\u30eb\u304c\u975e\u5e38\u306b\u826f\u3044\u72b6\u614b\u3092\u7dad\u6301\u3057\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002\u30b3\u30f3\u30c6\u30f3\u30c4\u304c\u5897\u3048\u308c\u3070\u3001Roku\u30aa\u30ea\u30b8\u30ca\u30eb\u306e\u8a71\u3092\u3057\u307e\u3057\u305f\u304c\u3001\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u304c\u9ad8\u307e\u308a\u3001\u5e83\u544a\u4e3b\u304c\u5897\u3048\u3001\u305d\u306e\u7d50\u679c\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u306b\u6295\u8cc7\u3059\u308b\u8cc7\u91d1\u304c\u5897\u3048\u3001\u898f\u6a21\u3068\u6210\u9577\u306e\u7d99\u7d9a\u7684\u306a\u62e1\u5927\u306b\u3064\u306a\u304c\u308b\u306e\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001TRC\u306e\u30ea\u30fc\u30c1\u3068\u6210\u9577\u306b\u306f\u3068\u3066\u3082\u6e80\u8db3\u3057\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u904b\u55b6\u8005<\/span><\/p>\n

\n

\u6b21\u306e\u8cea\u554f\u306f\u3001\u30d0\u30f3\u30af\u30fb\u30aa\u30d6\u30fb\u30a2\u30e1\u30ea\u30ab\u306e\u30eb\u30d7\u30eb\u30fb\u30d0\u30c3\u30bf\u30ab\u30ea\u30e4\u3055\u3093\u3067\u3059\u3002\u304a\u5f85\u3061\u3057\u3066\u304a\u308a\u307e\u3059\u3002<\/span><\/p>\n

\n

\u30eb\u30d7\u30eb\u30fb\u30d0\u30c3\u30bf\u30ab\u30ea\u30e4 — \u30d0\u30f3\u30af\u30aa\u30d6\u30a2\u30e1\u30ea\u30ab\u30fb\u30e1\u30ea\u30eb\u30ea\u30f3\u30c1 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/span><\/p>\n

\n

\u79c1\u306e\u8cea\u554f\u3092\u53d7\u3051\u3066\u3044\u305f\u3060\u304d\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u30022\u3064\u3042\u308a\u307e\u3059\u30021\u3064\u76ee\u306f\u3001\u30a2\u30af\u30c6\u30a3\u30d6\u30a2\u30ab\u30a6\u30f3\u30c8\u306e\u5897\u52a0\u3068\u6d77\u5916\u5c55\u958b\u306b\u95a2\u3059\u308b\u3082\u306e\u3067\u3059\u3002<\/span><\/p>\n

\n

\u6628\u5e74\u3001Roku\u306f\u30a2\u30af\u30c6\u30a3\u30d6\u30a2\u30ab\u30a6\u30f3\u30c8\u3092\u5927\u304d\u304f\u4f38\u3070\u3057\u307e\u3057\u305f\u3002\u30a2\u30af\u30c6\u30a3\u30d6\u30a2\u30ab\u30a6\u30f3\u30c8\u6570\u306f1,430\u4e07\u3060\u3063\u305f\u3068\u601d\u3044\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u4eca\u5e74\u306e\u6bd4\u8f03\u306f\u96e3\u3057\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u540c\u6642\u306b\u3001\u56fd\u969b\u7684\u306a\u62e1\u5927\u3082\u884c\u3063\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u4eca\u5e74\u306e\u6709\u52b9\u30a2\u30ab\u30a6\u30f3\u30c8\u6570\u306e\u5897\u52a0\u306e\u3046\u3061\u3001\u56fd\u969b\u7684\u306a\u62e1\u5927\u306b\u3088\u308b\u3082\u306e\u304c\u3069\u306e\u7a0b\u5ea6\u306b\u306a\u308b\u306e\u304b\u3092\u628a\u63e1\u3057\u3066\u3044\u307e\u3059\u304b\uff1f\u307e\u305f\u3001\u30a4\u30ae\u30ea\u30b9\u3084\u30d6\u30e9\u30b8\u30eb\u306a\u3069\u3001\u5fa1\u793e\u304c\u30bf\u30fc\u30b2\u30c3\u30c8\u3068\u3057\u3066\u3044\u308b\u4e3b\u8981\u5e02\u5834\u306b\u304a\u3044\u3066\u3001\u4eca\u5e74\u304b\u3089\u6765\u5e74\u306b\u304b\u3051\u3066\u671f\u5f85\u3059\u3079\u304d\u59a5\u5f53\u306a\u666e\u53ca\u7387\u306f\u3069\u306e\u7a0b\u5ea6\u3067\u3057\u3087\u3046\u304b\u3002\u307e\u305f\u3001\u56fd\u969b\u5c55\u958b\u306e\u6210\u529f\u3092\u3069\u306e\u3088\u3046\u306b\u8a55\u4fa1\u3057\u3066\u3044\u307e\u3059\u304b\uff1f<\/span><\/p>\n

\n

\u30a2\u30f3\u30bd\u30cb\u30fc\u30fb\u30a6\u30c3\u30c9 — \u5275\u8a2d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/span><\/p>\n

\n

\u3053\u3061\u3089\u306f\u30a2\u30f3\u30bd\u30cb\u30fc\u3067\u3059\u3002\u56fd\u969b\u7684\u306a\u5c55\u958b\u306b\u3064\u3044\u3066\u306f\u3001\u79c1\u304c\u62c5\u5f53\u3057\u307e\u3059\u3002\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u306f\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u30d3\u30b8\u30cd\u30b9\u3067\u3059\u304b\u3089\u306d\u3002\u7c73\u56fd\u306f\u307b\u3068\u3093\u3069\u306e\u56fd\u306b\u6bd4\u3079\u3066<\/span><\/p>\n

\n

\u306f\u307b\u3068\u3093\u3069\u306e\u56fd\u3067\u5148\u884c\u3057\u3066\u3044\u307e\u3059\u3002\u7c73\u56fd\u3067\u306f\u307e\u3060\u6210\u9577\u306e\u4f59\u5730\u304c\u3042\u308a\u307e\u3059\u3057\u3001\u30a2\u30af\u30c6\u30a3\u30d6\u30a2\u30ab\u30a6\u30f3\u30c8\u6570\u306e\u70b9\u3067\u306f\u56fd\u969b\u7684\u306b\u3055\u3089\u306b\u6210\u9577\u306e\u4f59\u5730\u304c\u3042\u308a\u307e\u3059\u3002\u79c1\u305f\u3061\u304c\u6210\u9577\u3059\u308b\u3082\u3046\u3072\u3068\u3064\u306e\u65b9\u6cd5\u306f\u3001\u30a2\u30af\u30c6\u30a3\u30d6\u30a2\u30ab\u30a6\u30f3\u30c8\u6570\u3060\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/span><\/p>\n

\n

\u65e2\u5b58\u306e\u30a2\u30ab\u30a6\u30f3\u30c8\u306e\u53ce\u76ca\u6027\u3092\u9ad8\u3081\u308b\u3053\u3068\u3067\u3082\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002Roku\u306e\u3088\u3046\u306a\u4f01\u696d\u3068\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u30b5\u30fc\u30d3\u30b9\u3068\u306e\u5927\u304d\u306a\u9055\u3044\u306f\u3001\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u30b5\u30fc\u30d3\u30b9\u306e\u30a2\u30af\u30c6\u30a3\u30d6\u30a2\u30ab\u30a6\u30f3\u30c8\u304c\u76f4\u63a5\u53ce\u76ca\u306b\u7d50\u3073\u3064\u304f\u3053\u3068\u3067\u3059\u3002Roku\u306f\u3001\u30a2\u30af\u30c6\u30a3\u30d6\u30a2\u30ab\u30a6\u30f3\u30c8\u3092\u5897\u3084\u3059\u306e\u3068\u540c\u3058\u3088\u3046\u306b\u3001\u9867\u5ba2\u3054\u3068\u306e\u53ce\u76ca\u5316\u3092\u4fc3\u9032\u3059\u308b\u305f\u3081\u306e\u6295\u8cc7\u3092\u884c\u3063\u3066\u3044\u307e\u3059\u3002\u3064\u307e\u308a\u3001\u7c73\u56fd\u306e\u3088\u3046\u306a\u5834\u6240\u3067\u306f\u3001ARPU\u3092\u7d99\u7d9a\u7684\u306b\u6210\u9577\u3055\u305b\u308b\u4f59\u5730\u304c\u975e\u5e38\u306b\u5927\u304d\u304f\u3001\u30a2\u30af\u30c6\u30a3\u30d6\u30a2\u30ab\u30a6\u30f3\u30c8\u3068\u540c\u69d8\u306b\u6210\u9577\u306e\u5927\u304d\u306a\u539f\u52d5\u529b\u306b\u306a\u308b\u3068\u8003\u3048\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/span><\/p>\n

\n

\u30b0\u30ed\u30fc\u30d0\u30eb\u306b\u30a2\u30af\u30c6\u30a3\u30d6\u30a2\u30ab\u30a6\u30f3\u30c8\u3092\u5897\u3084\u3059\u3068\u3044\u3046\u70b9\u3067\u306f\u3001\u7c73\u56fd\u3067\u6210\u529f\u3057\u305f\u6226\u7565\u3068\u540c\u3058\u3067\u3001\u30a2\u30af\u30c6\u30a3\u30d6\u30a2\u30ab\u30a6\u30f3\u30c8\u306e\u69cb\u7bc9\u306b\u6ce8\u529b\u3057\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306e\u56fd\u969b\u7684\u306a\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u3067\u306f\u3001\u30a2\u30af\u30c6\u30a3\u30d6\u30a2\u30ab\u30a6\u30f3\u30c8\u3092\u69cb\u7bc9\u3057\u3001\u305d\u306e\u30e6\u30fc\u30b6\u30fc\u3092\u9b45\u4e86\u3057\u3001\u3055\u3089\u306b\u305d\u306e\u30e6\u30fc\u30b6\u30fc\u3092\u53ce\u76ca\u5316\u3059\u308b\u3053\u3068\u306b\u6ce8\u529b\u3057\u3066\u3044\u307e\u3059\u3002\u30a2\u30af\u30c6\u30a3\u30d6\u30a2\u30ab\u30a6\u30f3\u30c8\u3092\u69cb\u7bc9\u3059\u308b\u65b9\u6cd5\u3068\u3057\u3066\u306f\u3001\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u30d7\u30ec\u30fc\u30e4\u30fc\u306e\u8ca9\u58f2\u3001\u30c6\u30ec\u30d3\u30e1\u30fc\u30ab\u30fc\u3078\u306eOS\u306e\u30e9\u30a4\u30bb\u30f3\u30b9\u4f9b\u4e0e\u3001\u305d\u3057\u3066Roku TV\u306e\u5e02\u5834\u6295\u5165\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u3089\u306f\u3044\u305a\u308c\u3082\u3046\u307e\u304f\u3044\u3063\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u78ba\u5b9f\u306b\u6210\u529f\u3092\u53ce\u3081\u3064\u3064\u3042\u308a\u307e\u3059\u3002<\/span><\/p>\n

\n

\u4f8b\u3048\u3070\u3001\u30ab\u30ca\u30c0\u3067\u306f\u5f53\u793e\u306eOS\u306f\u3059\u3067\u306bNo.1\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u30d6\u30e9\u30b8\u30eb\u3084\u30e1\u30ad\u30b7\u30b3\u3067\u3082\u3046\u307e\u304f\u3044\u3063\u3066\u3044\u307e\u3059\u3002\u82f1\u56fd\u3067\u306f\u3001TCL\u3068\u5171\u540c\u3067TV\u3092\u767a\u58f2\u3057\u307e\u3057\u305f\u3002TCL\u306e\u65b0\u3057\u3044Roku TV\u3067\u3001\u82f1\u56fd\u3067Roku TV\u3092\u8ca9\u58f2\u3059\u308bOEM\u30e1\u30fc\u30ab\u30fc\u306e\u6570\u3092\u5897\u3084\u3057\u307e\u3057\u305f\u3002<\/span><\/p>\n

\n

\u3053\u306e\u30c6\u30ec\u30d3\u306f\u9ad8\u3044\u8a55\u4fa1\u3092\u5f97\u3066\u3044\u307e\u3059\u3002\u3061\u3087\u3046\u30695\u3064\u661f\u306e\u30ec\u30d3\u30e5\u30fc\u304c\u3064\u3044\u3066\u3044\u307e\u3059\u3002\u9806\u8abf\u306b\u9032\u3093\u3067\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u30c9\u30a4\u30c4\u3067\u3082\u8fd1\u65e5\u4e2d\u306b\u88fd\u54c1\u3092\u767a\u58f2\u3059\u308b\u3053\u3068\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002<\/span><\/p>\n

\n

\u3053\u306e\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f\u53c2\u5165\u3057\u3066\u3044\u308b\u5730\u57df\u3092\u5f37\u5316\u3057\u3001\u3059\u3067\u306b\u53c2\u5165\u3057\u3066\u3044\u308b\u5730\u57df\u3067\u306f\u3055\u3089\u306b\u6df1\u304f\u6398\u308a\u4e0b\u3052\u3066\u3044\u304d\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

Ruplu Bhattacharya — \u30d0\u30f3\u30af\u30aa\u30d6\u30a2\u30e1\u30ea\u30ab\u30fb\u30e1\u30ea\u30eb\u30ea\u30f3\u30c1 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/span><\/p>\n

\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u30a2\u30f3\u30bd\u30cb\u30fc\u3001\u8a73\u7d30\u306a\u8aac\u660e\u3092\u3042\u308a\u304c\u3068\u3046\u3002\u53c2\u8003\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u88dc\u8db3\u3067\u3059\u304c\u3001\u65b0\u3057\u3044\u30d6\u30e9\u30f3\u30c9\u30b9\u30bf\u30b8\u30aa\u306b\u3064\u3044\u3066\u304a\u805e\u304d\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u73fe\u5728\u3001\u3069\u306e\u304f\u3089\u3044\u306e\u5e83\u544a\u4e3b\u304c\u5229\u7528\u3057\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u3069\u306e\u3088\u3046\u306a\u756a\u7d44\u3084\u30b3\u30de\u30fc\u30b7\u30e3\u30eb\u304c\u5236\u4f5c\u3055\u308c\u3066\u3044\u308b\u306e\u304b\u3001\u304a\u8a71\u3044\u305f\u3060\u3051\u307e\u3059\u304b\uff1f\u307e\u305f\u3001\u3053\u306e\u30b9\u30bf\u30b8\u30aa\u3092\u8a2d\u7f6e\u3057\u305f\u3053\u3068\u306b\u3088\u308b\u53ce\u76ca\u9762\u3067\u306e\u30e1\u30ea\u30c3\u30c8\u3084\u3001\u3053\u308c\u307e\u3067\u306e\u5168\u4f53\u7684\u306a\u8a55\u5224\u3092\u6570\u5024\u5316\u3059\u308b\u65b9\u6cd5\u306f\u3042\u308a\u307e\u3059\u304b\uff1f<\/span><\/p>\n

\n

\u30a2\u30f3\u30bd\u30cb\u30fc\u30fb\u30a6\u30c3\u30c9 — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/span><\/p>\n

\n

\u3067\u306f\u3001\u30b9\u30b3\u30c3\u30c8\u3055\u3093\u3001\u30d6\u30e9\u30f3\u30c9\u30b9\u30bf\u30b8\u30aa\u306b\u3064\u3044\u3066\u8a71\u3057\u3066\u3044\u305f\u3060\u3051\u307e\u3059\u304b\uff1f<\/span><\/p>\n

\n

\u30b9\u30b3\u30c3\u30c8\u30fb\u30ed\u30fc\u30bc\u30f3\u30d0\u30fc\u30b0 — \u30b7\u30cb\u30a2\u30fb\u30d0\u30a4\u30b9\u30fb\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u30fb\u30d3\u30b8\u30cd\u30b9\u62c5\u5f53\u30bc\u30cd\u30e9\u30eb\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc<\/span><\/p>\n

\n

\u306f\u3044\u3001\u304a\u8a71\u3057\u3057\u307e\u3059\u3002\u3054\u8cea\u554f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u3044\u304f\u3064\u304b\u3054\u7d39\u4ecb\u3057\u307e\u3057\u3087\u3046\u3002<\/span><\/p>\n

\n

1\u3064\u306f\u3001\u6570\u5e74\u524d\u304b\u3089\u5e83\u544a\u4e3b\u3068\u4f55\u3089\u304b\u306e\u5f62\u3067\u30b9\u30dd\u30f3\u30b5\u30fc\u30b7\u30c3\u30d7\u3084\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u3092\u884c\u3063\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002\u4eca\u5e74\u306e\u521d\u3081\u306b\u306f\u3001Funny or Die\u306e\u30c1\u30fc\u30e0\u3092\u8cb7\u53ce\u3057\u3066\u898f\u6a21\u3092\u62e1\u5927\u3057\u3001\u30db\u30fc\u30e0\u753b\u9762\u4e0a\u3067\u30d6\u30e9\u30f3\u30c9\u306e\u30b9\u30dd\u30f3\u30b5\u30fc\u306b\u3088\u308b\u65b0\u3057\u3044\u6f14\u51fa\u3092\u884c\u3046\u3060\u3051\u3067\u306a\u304f\u3001\u5e83\u544a\u4e3b\u3068\u63d0\u643a\u3057\u3066\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u5236\u4f5c\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u3054\u8cea\u554f\u306b\u76f4\u63a5\u304a\u7b54\u3048\u3059\u308b\u3068\u3001\u4e8c\u91cd\u306e\u52b9\u679c\u304c\u3042\u308a\u307e\u3059\u30021\u3064\u306f\u3001\u53ce\u76ca\u52b9\u679c\u3067\u3059\u3002<\/span><\/p>\n

\n

\u30d6\u30e9\u30f3\u30c9\u304c\u5f53\u793e\u306b\u6295\u8cc7\u3059\u308b\u969b\u306b\u306f\u3001\u5f93\u6765\u306e\u30c6\u30ec\u30d3\u3068\u6bd4\u8f03\u3057\u3066\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u5e83\u544a\u306e\u30e1\u30ea\u30c3\u30c8\u3067\u3042\u308b\u3001\u30bf\u30fc\u30b2\u30c3\u30c8\u306e\u7d5e\u308a\u8fbc\u307f\u3001\u6e2c\u5b9a\u3001\u6700\u9069\u5316\u304c\u53ef\u80fd\u3067\u3042\u308b\u3053\u3068\u304c\u4e3b\u306a\u7406\u7531\u3067\u3042\u308b\u3053\u3068\u306f\u9593\u9055\u3044\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u540c\u6642\u306b\u5091\u51fa\u3057\u305f\u5b9f\u884c\u4f8b\u3092\u6c42\u3081\u3066\u3044\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001\u3042\u308b\u30bb\u30c3\u30b7\u30e7\u30f3\u306b\u53c2\u52a0\u3057\u3066\u3044\u308b\u8996\u8074\u8005\u306f\u3001\u5e83\u544a\u4ed8\u304d\u306e\u30b9\u30c8\u30ea\u30fc\u30e0\u3092\u898b\u3088\u3046\u3068\u306f\u3057\u306a\u3044\u3067\u3057\u3087\u3046\u3002\u5f7c\u3089\u306f\u3001Netflix\u3084\u305d\u306e\u4ed6\u306e\u5e83\u544a\u306a\u3057\u306e\u8996\u8074\u4f53\u9a13\u3092\u3057\u3088\u3046\u3068\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u5236\u4f5c\u306f\u307e\u3060\u59cb\u307e\u3063\u305f\u3070\u304b\u308a\u3067\u3059\u304c\u3001\u975e\u5e38\u306b\u3046\u307e\u304f\u3044\u3063\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

The Show Next Door\u300d\u3068\u3044\u3046\u756a\u7d44\u3092\u30b9\u30bf\u30fc\u30c8\u3055\u305b\u307e\u3057\u305f\u3002\u30e1\u30fc\u30ab\u30fc\u30ba\u30de\u30fc\u30af\u306e\u30e9\u30f3\u30c0\u30eb\u30fb\u30d1\u30fc\u30af\u304c\u51fa\u6f14\u3057\u3001\u756a\u7d44\u306e\u5192\u982d\u3067\u30e1\u30fc\u30ab\u30fc\u30ba\u30de\u30fc\u30af\u306e\u30ab\u30af\u30c6\u30eb\u3092\u4f5c\u308a\u3001\u30b3\u30e1\u30c7\u30a3\u30a2\u30f3\u3084\u30a2\u30b9\u30ea\u30fc\u30c8\u306e\u53cb\u4eba\u305f\u3061\u3092\u547c\u3093\u3067\u30ab\u30b8\u30e5\u30a2\u30eb\u306a\u4f1a\u8a71\u3092\u697d\u3057\u3080\u3068\u3044\u3046\u3082\u306e\u3067\u3059\u3002\u5192\u982d\u3067\u30e1\u30fc\u30ab\u30fc\u30ba\u30de\u30fc\u30af\u306e\u30ab\u30af\u30c6\u30eb\u3092\u4f5c\u308a\u3001\u30b3\u30e1\u30c7\u30a3\u30a2\u30f3\u3084\u30a2\u30b9\u30ea\u30fc\u30c8\u306e\u53cb\u4eba\u305f\u3061\u3068\u30ab\u30b8\u30e5\u30a2\u30eb\u306a\u4f1a\u8a71\u3092\u697d\u3057\u3080\u3068\u3044\u3046\u3082\u306e\u3067\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u5f7c\u3089\u306e\u30d6\u30e9\u30f3\u30c9\u306b\u5b8c\u5168\u306b\u30de\u30c3\u30c1\u3057\u305f\u30af\u30a4\u30c3\u30af\u30d2\u30c3\u30c8\u7684\u306a\u6f14\u51fa\u3067\u3042\u308a\u3001\u697d\u3057\u3044\u30d5\u30a9\u30fc\u30de\u30c3\u30c8\u3067\u3059\u3002\u6d88\u8cbb\u8005\u306b\u3068\u3063\u3066\u3082\u4fa1\u5024\u306e\u3042\u308b\u3082\u306e\u3067\u3059\u3002\u79c1\u305f\u3061\u304c\u76ee\u6307\u3057\u3066\u3044\u308b\u306e\u306f\u3001\u307e\u3055\u306b\u305d\u306e\u3088\u3046\u306a\u4f53\u9a13\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3059\u3002<\/span><\/p>\n

\n

\u3082\u3063\u3068\u5927\u304d\u306a\u4f5c\u54c1\u3067\u3001Roku\u306b\u3074\u3063\u305f\u308a\u306a\u306e\u304c\u300cRoku Recommends\u300d\u3068\u3044\u3046\u756a\u7d44\u3067\u3059\u3002\u3053\u306e\u756a\u7d44\u306f\u3001\u5148\u9031\u306e\u30c8\u30c3\u30d75\u756a\u7d44\u306e\u4e2d\u304b\u3089\u3001\u975e\u5e38\u306b\u597d\u8abf\u3060\u3063\u305f\u756a\u7d44\u3092\u6bce\u9031\u7d39\u4ecb\u3059\u308b\u3082\u306e\u3067\u3059\u3002\u6d88\u8cbb\u8005\u304cRoku\u306b\u671f\u5f85\u3057\u3066\u3044\u308b\u3053\u3068\u306e\u3061\u3087\u3046\u3069\u771f\u3093\u4e2d\u306b\u4f4d\u7f6e\u3057\u3066\u304a\u308a\u3001\u307e\u305f\u3001\u975e\u5e38\u306b\u30b9\u30dd\u30f3\u30b5\u30fc\u30d3\u30ea\u30c6\u30a3\u306e\u9ad8\u3044\u4f53\u9a13\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u30a6\u30a9\u30eb\u30de\u30fc\u30c8\u304c\u30ed\u30fc\u30f3\u30c1\u30b9\u30dd\u30f3\u30b5\u30fc\u306b\u306a\u3063\u3066\u304f\u308c\u307e\u3057\u305f\u3002<\/span><\/p>\n

\n

\u3053\u306e\u3088\u3046\u306b\u3001\u30d6\u30e9\u30f3\u30c9\u30b9\u30bf\u30b8\u30aa\u306b\u306f\u76f4\u63a5\u7684\u306a\u7d4c\u6e08\u52b9\u679c\u304c\u3042\u308b\u3068\u8a00\u3048\u307e\u3059\u3002\u6848\u4ef6\u306e\u898f\u6a21\u304c\u5927\u304d\u304f\u306a\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u591a\u304f\u306e\u30d6\u30e9\u30f3\u30c9\u304c\u53c2\u52a0\u3059\u308b\u3053\u3068\u3067\u30cf\u30ed\u30fc\u52b9\u679c\u3082\u5f97\u3089\u308c\u307e\u3059\u3002\u306a\u305c\u306a\u3089\u3001\u5e83\u544a\u4ee3\u7406\u5e97\u304b\u3089\u767a\u4fe1\u3055\u308c\u308b\u3053\u3068\u304c\u591a\u3044\u7d14\u7c8b\u306a\u30e1\u30c7\u30a3\u30a2\u306e\u5b9f\u884c\u3067\u306f\u306a\u304f\u3001CMO\u3084\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u81ea\u8eab\u304c\u30af\u30ea\u30a8\u30a4\u30c6\u30a3\u30d6\u306a\u5b9f\u884c\u3092\u63a8\u9032\u3059\u308b\u3053\u3068\u304c\u591a\u3044\u304b\u3089\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u30d6\u30e9\u30f3\u30c9\u30b9\u30bf\u30b8\u30aa\u306f\u5168\u4f53\u7684\u306b\u5927\u304d\u304f\u9032\u5c55\u3057\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u79c1\u305f\u3061\u306f\u3053\u308c\u3092\u975e\u5e38\u306b\u697d\u3057\u307f\u306b\u3057\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

Ruplu Bhattacharya — \u30d0\u30f3\u30af\u30aa\u30d6\u30a2\u30e1\u30ea\u30ab\u30fb\u30e1\u30ea\u30eb\u30ea\u30f3\u30c1 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/span><\/p>\n

\n

\u8a73\u7d30\u306a\u8aac\u660e\u3092\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3001\u30b9\u30b3\u30c3\u30c8\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/span><\/p>\n

\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/span><\/p>\n

\n

\u6b21\u306e\u8cea\u554f\u306f\u3001\u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4\u306e\u30b9\u30c6\u30a3\u30fc\u30d6\u30f3\u30fb\u30ab\u30db\u30fc\u30eb\u3055\u3093\u304b\u3089\u3067\u3059\u3002\u304a\u96fb\u8a71\u304a\u5f85\u3061\u3057\u3066\u304a\u308a\u307e\u3059\u3002<\/span><\/p>\n

\u30b9\u30c6\u30a3\u30fc\u30d6\u30fb\u30ab\u30db\u30fc\u30eb — \u30a6\u30a7\u30eb\u30b9\u30fb\u30d5\u30a1\u30fc\u30b4\u8a3c\u5238 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/span><\/p>\n

\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002ARPU\u3068\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u6642\u9593\u306b\u3064\u3044\u3066\u3001\u3082\u3046\u5c11\u3057\u8a73\u3057\u304f\u304a\u805e\u304d\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u5f53\u56db\u534a\u671f\u306e\u30a2\u30ab\u30a6\u30f3\u30c8\u3042\u305f\u308a\u306e\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u6642\u9593\u306f\u30011\u65e5\u3042\u305f\u308a\u7d043.6\u6642\u9593\u3060\u3063\u305f\u3068\u601d\u3044\u307e\u3059\u3002\u3053\u308c\u306f19\u5e74\u3092\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u904e\u53bb4\u56db\u534a\u671f\u307b\u3069\u306f\u4e0b\u56de\u3063\u3066\u3044\u307e\u3057\u305f\u3002\u3082\u3061\u308d\u3093\u3001\u904e\u53bb4\u56db\u534a\u671f\u306f\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u306e\u5f71\u97ff\u3067\u5927\u304d\u304f\u5909\u52d5\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u305d\u306e\u50be\u5411\u306b\u3064\u3044\u3066\u5c11\u3057\u304a\u8a71\u3044\u305f\u3060\u3051\u306a\u3044\u304b\u3068\u601d\u3044\u307e\u3059\u3002\u30b9\u30dd\u30fc\u30c4\u306e\u30e9\u30a4\u30d6\u4e2d\u7d99\u304c\u623b\u3063\u3066\u304d\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u30b1\u30fc\u30d6\u30eb\u30c6\u30ec\u30d3\u306e\u5229\u7528\u8005\u304c\u5897\u3048\u3066\u3044\u308b\u3053\u3068\u304c\u3001\u9006\u98a8\u306b\u306a\u3063\u3066\u3044\u308b\u306e\u3067\u306f\u306a\u3044\u3067\u3057\u3087\u3046\u304b\u3002\u307e\u305f\u3001\u30a2\u30ab\u30a6\u30f3\u30c8\u3054\u3068\u306e\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u6642\u9593\u306b\u3064\u3044\u3066\u3082\u8aac\u660e\u3057\u3066\u3044\u305f\u3060\u3051\u308b\u3068\u52a9\u304b\u308a\u307e\u3059\u3002<\/span><\/p>\n

\n

\u4e00\u65b9\u3001ARPU\u306b\u3064\u3044\u3066\u306f\u3001\u5f53\u56db\u534a\u671f\u306f\u975e\u5e38\u306b\u597d\u8abf\u3067\u3057\u305f\u3002\u30a2\u30ab\u30a6\u30f3\u30c8\u3054\u3068\u306b\u524d\u5e74\u540c\u671f\u6bd4\u3067\u7d0466\uff05\u5897\u52a0\u3057\u3066\u3044\u307e\u3059\u3002\u8996\u8074\u8005\u6570\u306f\u6e1b\u3063\u3066\u3044\u307e\u3059\u304c\u3001\u91d1\u984d\u306f\u5897\u52a0\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u4fa1\u683c\u8a2d\u5b9a\u304c\u884c\u308f\u308c\u3066\u3044\u308b\u304b\u3001Roku Channel\u304c\u5897\u3048\u3066\u3044\u308b\u304b\u3001\u6709\u52b9CPM\u304c\u975e\u5e38\u306b\u9ad8\u3044\u304b\u306e\u3044\u305a\u308c\u304b\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001ARPU\u306e\u50be\u5411\u3092\u3082\u3046\u5c11\u3057\u8a73\u3057\u304f\u8aac\u660e\u3057\u3066\u3044\u305f\u3060\u3051\u308b\u3068\u52a9\u304b\u308a\u307e\u3059\u3002<\/span><\/p>\n

\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/span><\/p>\n

\n

\u30a2\u30f3\u30bd\u30cb\u30fc\u30fb\u30a6\u30c3\u30c9 — \u5275\u8a2d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/span><\/p>\n

\n

\u3053\u3061\u3089\u306f\u30a2\u30f3\u30bd\u30cb\u30fc\u3067\u3059\u3002\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u6642\u9593\u306b\u95a2\u3057\u3066\u306f\u3001\u304a\u3063\u3057\u3083\u308b\u3068\u304a\u308a\u3001\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u3084\u524d\u5e74\u540c\u671f\u6bd4\u306e\u7d71\u8a08\u306b\u306f\u5909\u52d5\u304c\u3042\u3063\u305f\u305f\u3081\u3001\u696d\u754c\u3067\u306f\u30c6\u30ec\u30d3\u5168\u4f53\u306e\u8996\u8074\u8005\u6570\u304c\u524d\u5e74\u540c\u671f\u6bd4\u306719\uff05\u6e1b\u5c11\u3057\u305f\u3068\u898b\u3089\u308c\u3066\u3044\u307e\u3059\u3002\u5f53\u793e\u306e\u8996\u8074\u7387\u306f19\uff05\u5897\u52a0\u3057\u3066\u304a\u308a\u3001\u696d\u754c\u5168\u4f53\u3092\u5927\u304d\u304f\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u306f\u5927\u5909\u6e80\u8db3\u3057\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u3053\u306e\u7d50\u679c\u306f\u3001\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u5168\u4f53\u3068\u6bd4\u8f03\u3057\u3066\u3082\u597d\u307e\u3057\u3044\u3082\u306e\u3067\u3059\u3002\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u306f\u3001\u3059\u3079\u3066\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u304a\u3044\u3066\u3001\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u6642\u9593\u304c2\u30013\uff05\u6e1b\u5c11\u3057\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u79c1\u306b\u3068\u3063\u3066\u306e\u5168\u4f53\u50cf\u306f\u3001\u8996\u8074\u8005\u3001\u5e83\u544a\u4e3b\u3001\u696d\u754c\u304c100\uff05\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u306b\u79fb\u884c\u3059\u308b\u3068\u3044\u3046\u79fb\u884c\u671f\u306e\u771f\u3063\u53ea\u4e2d\u306b\u3042\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u8996\u8074\u8005\u3001\u5e83\u544a\u4e3b\u3001\u696d\u754c\u304c100\uff05\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u306b\u79fb\u884c\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<\/span><\/p>\n

\n

\u30cb\u30fc\u30eb\u30bb\u30f3\u306e\u7d71\u8a08\u3067\u8208\u5473\u6df1\u3044\u306e\u306f\u300118\u6b73\u304b\u308945\u6b73\u307e\u3067\u306e\u82e5\u8005\u306e\u30c6\u30ec\u30d3\u8996\u8074\u306e39\uff05\u304c\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u3060\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u3064\u307e\u308a\u3001\u4eca\u3067\u3082\u30c6\u30ec\u30d3\u306e\u5927\u90e8\u5206\u306f\u5f93\u6765\u578b\u306e\u30c6\u30ec\u30d3\u3067\u3059\u304c\u3001\u3053\u308c\u304c\u3059\u3079\u3066\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u306b\u79fb\u884c\u3057\u3066\u3044\u304f\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u79c1\u305f\u3061\u306e\u8996\u8074\u8005\u306f\u3001\u30b3\u30fc\u30c9\u30ab\u30c3\u30bf\u30fc\u3084\u5f93\u6765\u306e\u6709\u6599\u30c6\u30ec\u30d3\u306b\u52a0\u3048\u3066\u3001\u660e\u3089\u304b\u306b\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u3092\u5229\u7528\u3057\u3066\u3044\u308b\u4eba\u305f\u3061\u3067\u3059\u3002\u8981\u7d04\u3059\u308b\u3068\u3001\u5f53\u56db\u534a\u671f\u306e\u696d\u7e3e\u306f\u3001\u5e02\u5834\u3084\u540c\u696d\u4ed6\u793e\u3068\u6bd4\u8f03\u3057\u3066\u826f\u597d\u3067\u3042\u308a\u3001\u307e\u3060\u307e\u3060\u6210\u9577\u306e\u4f59\u5730\u304c\u3042\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<\/span><\/p>\n

\n

ARPU\u306b\u3064\u3044\u3066\u306f\u3001\u30b9\u30b3\u30c3\u30c8\u3055\u3093\u304b\u30b9\u30c6\u30a3\u30fc\u30d6\u3055\u3093\u304b\u3089\u8aac\u660e\u3057\u3066\u3044\u305f\u3060\u3051\u307e\u3059\u304b\uff1f<\/span><\/p>\n

\n

\u30b9\u30b3\u30c3\u30c8\u30fb\u30ed\u30fc\u30bc\u30f3\u30d0\u30fc\u30b0 — \u30b7\u30cb\u30a2\u30fb\u30d0\u30a4\u30b9\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u30d3\u30b8\u30cd\u30b9\u62c5\u5f53\u30bc\u30cd\u30e9\u30eb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc<\/span><\/p>\n

\n

\u3053\u3061\u3089\u306f\u30b9\u30b3\u30c3\u30c8\u3067\u3059\u3002ARPU\u306b\u3064\u3044\u3066\u306f\u30b9\u30c6\u30a3\u30fc\u30d6\u306b\u8a71\u3057\u3066\u3082\u3089\u3044\u307e\u3059\u304c\u3001\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u6642\u9593\u306b\u3064\u3044\u3066\u306e\u30b3\u30e1\u30f3\u30c8\u3092\u88dc\u8db3\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u30a2\u30f3\u30bd\u30cb\u30fc\u304c\u8a00\u3063\u305f\u3088\u3046\u306b\u3001\u30c6\u30ec\u30d3\u306e\u4f4e\u8ff7\u306f\u3080\u3057\u308d\u4e16\u4fd7\u7684\u306a\u50be\u5411\u3067\u3042\u308a\u3001\u5f93\u6765\u306e\u30c6\u30ec\u30d3\u304c\u7e2e\u5c0f\u3057\u3001\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u304c\u7e2e\u5c0f\u3057\u3066\u3082\u3001\u5f53\u793e\u306f\u6210\u9577\u3057\u307e\u3057\u305f\u3002\u3064\u307e\u308a\u3001\u79c1\u305f\u3061\u306f\u6210\u9577\u3057\u3001\u30b7\u30a7\u30a2\u3092\u7372\u5f97\u3057\u305f\u306e\u3067\u3059\u3002<\/span><\/p>\n

\n

\u3082\u3046\u3072\u3068\u3064\u8003\u3048\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u306e\u306f\u3001\u7c73\u56fd\u306e\u5e73\u5747\u7684\u306a\u5bb6\u5ead\u3067\u306f\u3001\u4eca\u3067\u30821\u65e5\u306b\u7d047\u6642\u9593\u30c6\u30ec\u30d3\u3092\u8996\u8074\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u3064\u307e\u308a\u3001\u79c1\u305f\u3061\u306f\u307e\u3060\u534a\u5206\u3057\u304b\u898b\u3066\u3044\u306a\u3044\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u6b8b\u308a\u306e50\uff05\u306f\u5b8c\u5168\u306b\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u306b\u79fb\u884c\u3059\u308b\u3067\u3057\u3087\u3046\u3002<\/span><\/p>\n

\n

\u3067\u3059\u304b\u3089\u79c1\u306f\u3001\u3053\u306e\u4e16\u4fd7\u7684\u306a\u5909\u5316\u3092\u3001\u4eba\u3005\u304c1\u5e74\u534a\u306e\u6d41\u884c\u306e\u5f8c\u306b\u629c\u3051\u51fa\u3057\u305f\u3053\u3068\u4ee5\u5916\u306b\u306f\u89e3\u91c8\u3057\u307e\u305b\u3093\u3002\u5168\u4f53\u7684\u306b\u898b\u308c\u3070\u3001\u6211\u3005\u304c\u30b7\u30a7\u30a2\u3092\u7372\u5f97\u3057\u305f\u3053\u3068\u3067\u3001Roku\u306b\u3068\u3063\u3066\u306f\u826f\u3044\u3053\u3068\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u30b9\u30c6\u30a3\u30fc\u30d6\u3001ARPU\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u308c\u307e\u3059\u304b\uff1f<\/span><\/p>\n

\u30b9\u30c6\u30a3\u30fc\u30d6\u30fb\u30eb\u30fc\u30c7\u30f3 — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/span><\/p>\n

\n

ARPU\u306b\u3064\u3044\u3066\u306f\u3001\u56db\u534a\u671f\u30d9\u30fc\u30b9\u3067\u524d\u5e74\u540c\u671f\u6bd466\uff05\u306e\u4f38\u3073\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u30c8\u30e9\u30ea\u30f3\u30b012\u30f6\u6708\u30d9\u30fc\u30b9\u3067\u306f\u3001\u524d\u5e74\u540c\u671f\u6bd446\uff05\u3067\u3059\u3002<\/span><\/p>\n

\n

\u3044\u305a\u308c\u306b\u3057\u3066\u3082\u3001\u3053\u306e\u6210\u9577\u306f\u52a0\u901f\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u4e16\u754c\u304c\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u306b\u79fb\u884c\u3057\u3066\u3044\u308b\u3053\u3068\u3001\u305d\u3057\u3066\u30de\u30cd\u30bf\u30a4\u30ba\u304c\u307e\u3060\u521d\u671f\u6bb5\u968e\u306b\u3042\u308b\u3053\u3068\u3092\u793a\u3059\u7d20\u6674\u3089\u3057\u3044\u6307\u6a19\u3067\u3059\u3002\u30a2\u30f3\u30bd\u30cb\u30fc\u306f\u3001\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u306e\u8996\u8074\u7387\u304c\u597d\u8abf\u3067\u3001\u4e3b\u8981\u306a\u5c64\u306e\u8996\u8074\u7387\u304c39\uff05\u306b\u9054\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u7d71\u8a08\u3092\u7d39\u4ecb\u3057\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u5b9f\u969b\u306b\u306f\u3001\u5e83\u544a\u4e88\u7b97\u306f\u305d\u308c\u3088\u308a\u3082\u306f\u308b\u304b\u306b\u9045\u308c\u3066\u3044\u307e\u3059\u3088\u306d\u3002\u3068\u3044\u3046\u306e\u3082\u3001\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u306f\u8996\u8074\u8005\u306e\u95a2\u5fc3\u304c\u9ad8\u307e\u3063\u3066\u3044\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u30c6\u30ec\u30d3\u306e\u652f\u51fa\u306b\u5bfe\u3059\u308bROI\u3092\u793a\u3059\u3068\u3044\u3046\u70b9\u3067\u3001\u3088\u308a\u9ad8\u3044\u57fa\u6e96\u304c\u6c42\u3081\u3089\u308c\u308b\u3088\u3046\u306b\u306a\u3063\u3066\u3044\u308b\u304b\u3089\u3067\u3059\u3002\u3053\u306e\u70b9\u3067\u306f\u91cd\u8981\u306a\u9055\u3044\u3067\u3059\u306d\u3002<\/span><\/p>\n

\n

\u307e\u305f\u3001\u305d\u306e\u539f\u52d5\u529b\u3068\u306a\u3063\u3066\u3044\u308b\u3082\u306e\u3092\u898b\u3066\u307f\u308b\u3068\u3001\u5e83\u544a\u8cbb\u304c\u79fb\u52d5\u3057\u3066\u3044\u308b\u3053\u3068\u306f\u30dd\u30b8\u30c6\u30a3\u30d6\u306a\u6307\u6a19\u3067\u3059\u3002\u5e83\u544a\u4e8b\u696d\u306f\u3001\u975e\u5e38\u306b\u5927\u304d\u306a\u6210\u9577\u3092\u9042\u3052\u3066\u3044\u307e\u3059\u3002\u5f53\u56db\u534a\u671f\u3082\u3001Roku\u306b\u9023\u52d5\u3057\u305f\u30d3\u30c7\u30aa\u5e83\u544a\u306e\u30a4\u30f3\u30d7\u30ec\u30c3\u30b7\u30e7\u30f3\u304c\u524d\u5e74\u540c\u671f\u6bd4\u30672\u500d\u4ee5\u4e0a\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u307e\u305f\u3001\u30b5\u30fc\u30d3\u30b9\u9762\u3067\u306e\u7af6\u4e89\u3067\u3059\u304c\u3001\u30ec\u30ac\u30b7\u30fc\u30e1\u30c7\u30a3\u30a2\u4f01\u696d\u306e\u307b\u3068\u3093\u3069\u304cDTC\u30b5\u30fc\u30d3\u30b9\u306b\u6ce8\u529b\u3057\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u305d\u306e\u305f\u3081\u3001\u81ea\u793e\u30b5\u30fc\u30d3\u30b9\u306e\u8996\u8074\u7387\u3084\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u9ad8\u3081\u308b\u305f\u3081\u306b\u3001\u5f53\u793e\u306e\u30e1\u30c7\u30a3\u30a2\u30fb\u30a8\u30f3\u30bf\u30c6\u30a4\u30f3\u30e1\u30f3\u30c8\u30c4\u30fc\u30eb\u3067\u3042\u308bRoku\u30c4\u30fc\u30eb\u306e\u5229\u7528\u3092\u5897\u3084\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3082\u53ce\u76ca\u5316\u3092\u4fc3\u9032\u3059\u308b\u8981\u56e0\u306e\u3072\u3068\u3064\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u50be\u5411\u306b\u306f\u975e\u5e38\u306b\u6e80\u8db3\u3057\u3066\u3044\u307e\u3059\u3002Roku\u306f\u3001\u3053\u306e\u3088\u3046\u306a\u5909\u5316\u306e\u771f\u3093\u4e2d\u306b\u4f4d\u7f6e\u3057\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u5f53\u793e\u306e\u898f\u6a21\u3068\u696d\u754c\u3092\u30ea\u30fc\u30c9\u3059\u308b\u30c4\u30fc\u30eb\u3092\u8003\u3048\u308c\u3070\u3001\u3053\u3046\u3057\u305f\u30c8\u30ec\u30f3\u30c9\u306e\u6069\u6075\u3092\u53d7\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3067\u3057\u3087\u3046\u3002<\/span><\/p>\n

\n

\u30b9\u30c6\u30a3\u30fc\u30d6\u30fb\u30ab\u30db\u30fc\u30eb — \u30a6\u30a7\u30eb\u30b9\u30fb\u30d5\u30a1\u30fc\u30b4\u8a3c\u5238 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/span><\/p>\n

\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001SIG\u306eShyam Patil\u3055\u3093\u3067\u3059\u3002\u3042\u306a\u305f\u306e\u56de\u7dda\u306f\u958b\u3044\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

Shyam Patil — Susquehanna Financial Group — \u30a2\u30ca\u30ea\u30b9\u30c8<\/span><\/p>\n

\n

\u7686\u3055\u3093\u3001\u3053\u3093\u306b\u3061\u306f\u3002\u3044\u304f\u3064\u304b\u8cea\u554f\u304c\u3042\u308a\u307e\u3059\u30021\u3064\u306f\u30b9\u30c6\u30a3\u30fc\u30d6\u3055\u3093\u3067\u3059\u3002\u30a2\u30af\u30c6\u30a3\u30d6\u30a2\u30ab\u30a6\u30f3\u30c8\u3068\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u6642\u9593\u306b\u3064\u3044\u3066\u3001\u524d\u5e74\u540c\u671f\u6bd4\u3067\u306e\u8a71\u3092\u3088\u304f\u3055\u308c\u3066\u3044\u307e\u3057\u305f\u306d\u3002<\/span><\/p>\n

\n

\u305d\u308c\u3092\u524d\u56db\u534a\u671f\u30d9\u30fc\u30b9\u3067\u304a\u8a71\u3044\u305f\u3060\u3051\u306a\u3044\u3067\u3057\u3087\u3046\u304b\u30023Q\u30684Q\u306e\u30a2\u30af\u30c6\u30a3\u30d6\u30a2\u30ab\u30a6\u30f3\u30c8\u6570\u306f\u3001\u524d\u56db\u534a\u671f\u6bd4\u3067\u5897\u52a0\u3057\u3066\u3044\u307e\u3059\u304b\uff1f\u3082\u3057\u305d\u3046\u306a\u3089\u3001\u3069\u306e\u304f\u3089\u3044\u3067\u3057\u3087\u3046\u304b\uff1f\u305d\u306e\u65b9\u304c\u5916\u90e8\u3067\u306e\u30e2\u30c7\u30eb\u5316\u304c\u3057\u3084\u3059\u3044\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002\u305d\u308c\u304b\u3089\u3001\u3082\u3063\u3068\u5e45\u5e83\u3044\u8cea\u554f\u3092\u3057\u307e\u3059\u3002\u30c7\u30b8\u30bf\u30eb\u5e83\u544a\u5168\u4f53\u3067\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306b\u95a2\u3059\u308b\u591a\u304f\u306e\u5909\u66f4\u304c\u7d9a\u3044\u3066\u3044\u307e\u3059\u304c\u3001CTV\u306f\u305d\u306e\u5f71\u97ff\u3092\u53d7\u3051\u3066\u3044\u306a\u3044\u5206\u91ce\u306e\u3072\u3068\u3064\u306e\u3088\u3046\u306b\u601d\u3048\u307e\u3059\u3002<\/span><\/p>\n

\n

\u3057\u304b\u3057\u3001CTV\u306f\u305d\u306e\u5f71\u97ff\u3092\u53d7\u3051\u3066\u3044\u306a\u3044\u5206\u91ce\u306e\u3072\u3068\u3064\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u305d\u308c\u304c\u4eca\u5f8c\u3055\u3089\u306b\u9855\u8457\u306b\u306a\u308b\u3068\u304a\u8003\u3048\u3067\u3057\u3087\u3046\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/span><\/p>\n

\n

\u30a2\u30f3\u30bd\u30cb\u30fc\u30fb\u30a6\u30c3\u30c9 — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/span><\/p>\n

\n

\u3053\u306e\u8cea\u554f\u306f\u30b9\u30c6\u30a3\u30fc\u30d6\u304c\u62c5\u5f53\u3057\u3001\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306b\u95a2\u3059\u308b\u8cea\u554f\u306f\u30b9\u30b3\u30c3\u30c8\u306b\u5f15\u304d\u7d99\u3050\u3053\u3068\u306b\u3057\u307e\u3057\u3087\u3046\u3002<\/span><\/p>\n

\n

\u30b9\u30c6\u30a3\u30fc\u30d6\u30fb\u30eb\u30fc\u30c7\u30f3 — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/span><\/p>\n

\n

\u306f\u3044\u3001\u306f\u3044\u3002\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u6642\u9593\u3068\u30a2\u30af\u30c6\u30a3\u30d6\u30a2\u30ab\u30a6\u30f3\u30c8\u306b\u95a2\u3059\u308b\u826f\u3044\u8cea\u554f\u3067\u3059\u306d\u3002\u79c1\u306e\u6e96\u5099\u3057\u305f\u30b9\u30d4\u30fc\u30c1\u306e\u4e2d\u3067\u8ff0\u3079\u305f\u3088\u3046\u306b\u3001\u6628\u5e74\u306e\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u306b\u3088\u308b\u9700\u8981\u3068\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u6025\u5897\u3092\u8003\u616e\u3059\u308b\u3068\u3001\u3054\u8cea\u554f\u306e\u3042\u3063\u305f\u4e3b\u8981\u306a\u55b6\u696d\u6307\u6a19\u3060\u3051\u3067\u306a\u304f\u3001\u56db\u534a\u671f\u306b\u3088\u3063\u3066\u306f\u640d\u76ca\u8a08\u7b97\u66f8\u306e\u4e00\u90e8\u306b\u3082\u53b3\u3057\u3044\u524d\u5e74\u6bd4\u304c\u3042\u308a\u307e\u3059\u3002<\/span><\/p>\n

\n

\u305d\u306e\u305f\u3081\u3001\u77ed\u671f\u7684\u306b\u306f\u3001COVID\u5c0e\u5165\u524d\u306e\u6c34\u6e96\u3068\u6bd4\u8f03\u3057\u3066\u3001\u3053\u308c\u3089\u306e\u6307\u6a19\u3092\u9806\u306b\u898b\u3066\u3044\u304f\u65b9\u304c\u3088\u308a\u6709\u76ca\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u307e\u305a\u30a2\u30af\u30c6\u30a3\u30d6\u30a2\u30ab\u30a6\u30f3\u30c8\u6570\u3067\u3059\u304c\u3001\u7b2c2\u56db\u534a\u671f\u306b\u306f150\u4e07\u30a2\u30ab\u30a6\u30f3\u30c8\u5897\u52a0\u3057\u30015,500\u4e07\u30a2\u30ab\u30a6\u30f3\u30c8\u3092\u8d85\u3048\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u3001\u4e88\u60f3\u901a\u308a\u3001\u9700\u8981\u306e\u6025\u5897\u3092\u8003\u616e\u3057\u305f\u524d\u56db\u534a\u671f\u306e\u5897\u52a0\u6570\u3068\u306e\u6bd4\u8f03\u3067\u306f\u4e0b\u56de\u3063\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u30012019\u5e74\u7b2c2\u56db\u534a\u671f\u306e\u5897\u52a0\u5206\u306b\u306f\u6709\u5229\u3067\u3059\u3002<\/span><\/p>\n

\u3053\u308c\u306f\u826f\u3044\u50be\u5411\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u6642\u9593\u306b\u3064\u3044\u3066\u306f\u3001\u5148\u307b\u3069\u306e\u30b3\u30fc\u30eb\u3067\u8ff0\u3079\u305f\u3088\u3046\u306b\u30011\u65e5\u306e\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u30a2\u30ab\u30a6\u30f3\u30c8\u3042\u305f\u308a3.5\uff5e3.6\u6642\u9593\u3068\u306a\u3063\u3066\u304a\u308a\u3001\u3053\u308c\u3082COVID\u524d\u306e\u6c34\u6e96\u3068\u307b\u307c\u540c\u3058\u304b\u3001\u3084\u3084\u6709\u5229\u306a\u6c34\u6e96\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306fCOVID\u5c0e\u5165\u524d\u306e\u6c34\u6e96\u3068\u540c\u3058\u304b\u3001\u3084\u3084\u6709\u5229\u306a\u6c34\u6e96\u3067\u3059\u3002\u3053\u308c\u306f\u3001\u901a\u5e38\u306e\u72b6\u614b\u306b\u623b\u308c\u3070\u3001\u3088\u308a\u671f\u5f85\u3067\u304d\u308b\u6c34\u6e96\u3067\u3059\u3002\u518d\u5ea6\u304a\u8a6b\u3073\u3057\u307e\u3059\u304c\u3001\u79c1\u306f2029\u5e74\u3068\u8a00\u3063\u305f\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c\u30012019\u5e74\u7b2c2\u56db\u534a\u671f\u306e\u3053\u3068\u3067\u3057\u305f\u3002<\/span><\/p>\n

\n

\u79c1\u306f\u672a\u6765\u304b\u3089\u306e\u4e88\u8a00\u8005\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/span><\/p>\n

\n

Shyam Patil — Susquehanna Financial Group — \u30a2\u30ca\u30ea\u30b9\u30c8<\/span><\/p>\n

\n

Clairvoyant\u3067\u3059\u3002<\/span><\/p>\n

\n

\u30b9\u30c6\u30a3\u30fc\u30d6\u30fb\u30eb\u30fc\u30c7\u30f3 — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/span><\/p>\n

\n

\u306f\u3044\u3001\u3068\u306b\u304b\u304f\u8a71\u3092\u623b\u3057\u307e\u3059\u3002COVID\u5c0e\u5165\u524d\u306e\u6c34\u6e96\u3092\u632f\u308a\u8fd4\u308b\u3053\u3068\u306f\u3001\u4eca\u5f8c\u306e\u898b\u901a\u3057\u3092\u7acb\u3066\u308b\u4e0a\u3067\u975e\u5e38\u306b\u53c2\u8003\u306b\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u78ba\u304b\u306b\u3001\u30de\u30af\u30ed\u74b0\u5883\u306b\u306f\u3001\u56de\u5fa9\u3084\u666f\u6c17\u56de\u5fa9\u3001\u3042\u308b\u3044\u306f\u30c7\u30eb\u30bf\u5909\u6570\u306e\u5b9a\u7740\u306a\u3069\u3001\u307e\u3060\u591a\u304f\u306e\u4e0d\u78ba\u5b9f\u6027\u304c\u3042\u308a\u3001\u6211\u3005\u3092\u4e00\u6b69\u5f8c\u9000\u3055\u305b\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u3057\u304b\u3057\u3001COVID\u5c0e\u5165\u524d\u306e\u6c34\u6e96\u3092\u898b\u3066\u3001\u5c11\u306a\u304f\u3068\u3082\u4eca\u5f8c\u6570\u56db\u534a\u671f\u306f\u3001\u524d\u5e74\u540c\u671f\u6bd4\u3067\u306e\u6bd4\u8f03\u304c\u5c11\u3057\u96e3\u3057\u3044\u3053\u3068\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u306f\u3001\u91cd\u8981\u306a\u8996\u70b9\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u305d\u308c\u3067\u306f\u3001\u3082\u3046\u4e00\u3064\u306e\u8cea\u554f\u306f\u30b9\u30b3\u30c3\u30c8\u306b\u304a\u4efb\u305b\u3057\u307e\u3059\u3002<\/span><\/p>\n

\n

\u30b9\u30b3\u30c3\u30c8\u30fb\u30ed\u30fc\u30bc\u30f3\u30d0\u30fc\u30b0\uff08Senior Vice President, General Manager, Platform Business<\/span><\/p>\n

\n

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\n

\u3057\u304b\u3057\u3001\u72ec\u7acb\u7cfb\u306e\u30a2\u30c9\u30c6\u30af\u3084\u3001\u6d88\u8cbb\u8005\u3068\u306e\u76f4\u63a5\u7684\u306a\u95a2\u4fc2\u3092\u6301\u305f\u306a\u3044\u4f01\u696d\u306e\u5834\u5408\u306f\u3001\u305d\u3046\u306f\u3044\u304d\u307e\u305b\u3093\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u6d88\u8cbb\u8005\u3068\u306e\u76f4\u63a5\u7684\u306a\u95a2\u4fc2\u3092\u6301\u3064\u3053\u3068\u3067\u3001\u3053\u308c\u3089\u306e\u4f01\u696d\u306b\u6bd4\u3079\u3066\u5f53\u793e\u306e\u5f71\u97ff\u304c\u5c11\u306a\u3044\u3053\u3068\u306f\u9593\u9055\u3044\u306a\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

Shyam Patil — Susquehanna Financial Group — \u30a2\u30ca\u30ea\u30b9\u30c8<\/span><\/p>\n

\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u7686\u3055\u3093\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/span><\/p>\n

\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/span><\/p>\n

\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u30eb\u30fc\u30d7\u30ad\u30e3\u30d4\u30bf\u30eb\u306e\u30a2\u30e9\u30f3\u30fb\u30b0\u30fc\u30eb\u30c9\u3055\u3093\u3067\u3059\u3002\u304a\u96fb\u8a71\u304a\u5f85\u3061\u3057\u3066\u304a\u308a\u307e\u3059\u3002<\/span><\/p>\n

\n

\u30a2\u30e9\u30f3\u30fb\u30b0\u30fc\u30eb\u30c9 — \u30eb\u30fc\u30d7\u30fb\u30ad\u30e3\u30d4\u30bf\u30eb\u30fb\u30de\u30fc\u30b1\u30c3\u30c4 LLC — \u30a2\u30ca\u30ea\u30b9\u30c8<\/span><\/p>\n

\n

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\u30b9\u30b3\u30c3\u30c8\u30fb\u30ed\u30fc\u30bc\u30f3\u30d0\u30fc\u30b0 — \u30b7\u30cb\u30a2\u30fb\u30d0\u30a4\u30b9\u30fb\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u30fb\u30d3\u30b8\u30cd\u30b9\u62c5\u5f53\u30bc\u30cd\u30e9\u30eb\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc<\/span><\/p>\n

\n

\u306f\u3044\u3002\u5f53\u56db\u534a\u671f\u306f\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u4e8b\u696d\u304c\u975e\u5e38\u306b\u597d\u8abf\u3067\u3057\u305f\u3002\u3053\u308c\u306f\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u4e8b\u696d\u3068\u5e83\u544a\u4e8b\u696d\u306e\u4e21\u65b9\u304c\u597d\u8abf\u3060\u3063\u305f\u3053\u3068\u306b\u3088\u308b\u3082\u306e\u3067\u3059\u3002\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u5927\u624b\u4f01\u696d\u306e\u591a\u304f\u306f\u3001\u307e\u3060\u6210\u9577\u306e\u521d\u671f\u6bb5\u968e\u306b\u3042\u308a\u307e\u3059\u3002<\/span><\/p>\n

\n

\u305d\u306e\u305f\u3081\u3001\u6d88\u8cbb\u8005\u3092\u5927\u91cf\u306b\u7372\u5f97\u3057\u3066\u3044\u307e\u3059\u3002\u5f53\u793e\u306b\u591a\u984d\u306e\u6295\u8cc7\u3092\u884c\u3044\u3001\u5f53\u793e\u306e\u898f\u6a21\u3068\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30c4\u30fc\u30eb\u3092\u6d3b\u7528\u3057\u3066\u30e6\u30fc\u30b6\u30fc\u3092\u7372\u5f97\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u3053\u308c\u3089\u306e\u95a2\u4fc2\u304b\u3089\u5f97\u3089\u308c\u308b\u30ec\u30d9\u30cb\u30e5\u30fc\u30b7\u30a7\u30a2\u3060\u3051\u3067\u306f\u306a\u304f\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3078\u306e\u6295\u8cc7\u3084\u3001\u30e6\u30fc\u30b6\u30fc\u306e\u7372\u5f97\u306a\u3069\u306e\u9762\u3067\u3082\u3001\u78ba\u304b\u306a\u5f37\u307f\u3092\u611f\u3058\u3066\u3044\u307e\u3059\u3002\u7279\u306b\u3001\u30e1\u30c7\u30a3\u30a2\uff06\u30a8\u30f3\u30bf\u30c6\u30a4\u30f3\u30e1\u30f3\u30c8\u5206\u91ce\u3067\u306f\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306b\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u88fd\u54c1\u3092\u8ca9\u58f2\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u524d\u5e74\u6bd4\u30673\u500d\u4ee5\u4e0a\u306b\u5897\u52a0\u3057\u307e\u3057\u305f\u3002<\/span><\/p>\n

\n

\u3053\u306e\u3088\u3046\u306b\u3001\u3053\u306e\u5206\u91ce\u306f\u975e\u5e38\u306b\u597d\u8abf\u3067\u3059\u3002\u307e\u305f\u3001\u5f93\u6765\u578b\u306e\u5e83\u544a\u3082\u975e\u5e38\u306b\u597d\u8abf\u3067\u3001\u5927\u53e3\u9867\u5ba2\u5c64\u3068\u547c\u3070\u308c\u308b\u30d5\u30a9\u30fc\u30c1\u30e5\u30f3500\u30af\u30e9\u30b9\u306e\u5e83\u544a\u4e3b\u304c\u597d\u8abf\u3067\u3057\u305f\u3002\u307e\u305f\u3001\u901a\u8a71\u4e2d\u306b\u8cea\u554f\u304c\u3042\u308a\u307e\u3057\u305f\u304c\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u5e83\u544a\u3084\u30b0\u30ed\u30b9\u5e83\u544a\u3082\u975e\u5e38\u306b\u597d\u8abf\u3067\u3057\u305f\u3002\u3053\u306e\u30ab\u30c6\u30b4\u30ea\u30fc\u306f\u3001\u5f53\u793e\u306e\u5e83\u544a\u30d3\u30b8\u30cd\u30b9\u5168\u4f53\u306e\u4e2d\u3067\u306f\u307e\u3060\u5c0f\u3055\u3044\u65b9\u3067\u3059\u304c\u3001\u524d\u5e74\u6bd4\u30673\u500d\u4ee5\u4e0a\u3001\u3042\u308b\u3044\u306f3\u500d\u8fd1\u304f\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u3053\u306e\u3088\u3046\u306b\u3001\u5168\u4f53\u7684\u306b\u597d\u8abf\u3067\u3057\u305f\u304c\u3001\u4e2d\u3067\u3082\u30b3\u30f3\u30c6\u30f3\u30c4\u5206\u91ce\u304c\u7279\u306b\u597d\u8abf\u3067\u3001\u7279\u306bM&E\u5206\u91ce\u304c\u597d\u8abf\u3067\u3057\u305f\u3002<\/span><\/p>\n

\n

\u30a2\u30f3\u30bd\u30cb\u30fc\u30fb\u30a6\u30c3\u30c9 — \u5275\u8a2d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/span><\/p>\n

\n

\u3053\u3061\u3089\u306f\u30a2\u30f3\u30bd\u30cb\u30fc\u3067\u3059\u3002\u79c1\u306f\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u914d\u4fe1\u3068\u5e83\u544a\u306e\u4e21\u5206\u91ce\u3068\u3082\u3001\u305d\u306e\u53ef\u80fd\u6027\u306b\u6bd4\u3079\u3066\u307e\u3060\u6bd4\u8f03\u7684\u65e9\u3044\u6bb5\u968e\u306b\u3042\u308b\u3068\u8003\u3048\u3066\u3044\u308b\u3053\u3068\u3092\u4ed8\u3051\u52a0\u3048\u3066\u304a\u304d\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u307e\u3060\u307e\u3060\u6210\u9577\u306e\u4f59\u5730\u304c\u3042\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u65e5\u3005\u4ed5\u4e8b\u3092\u3057\u3066\u3044\u308b\u8005\u306e\u8996\u70b9\u304b\u3089\u8a00\u3046\u3068\u3001\u3069\u3061\u3089\u306e\u304a\u5ba2\u3055\u307e\u3082\u6700\u8fd1\u3001\u5b9f\u9a13\u7684\u306b\u8003\u3048\u3066\u3044\u305f\u3082\u306e\u304c\u3001\u672c\u6c17\u3067\u53d6\u308a\u7d44\u307e\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3068\u3044\u3046\u59ff\u52e2\u306b\u5909\u308f\u3063\u3066\u304d\u3066\u3044\u308b\u306e\u306f\u559c\u3070\u3057\u3044\u3053\u3068\u3067\u3059\u3002<\/span><\/p>\n

\n

\u3053\u308c\u306f\u7d20\u6674\u3089\u3057\u3044\u3053\u3068\u3060\u3068\u601d\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u30a2\u30e9\u30f3\u30fb\u30b0\u30fc\u30eb\u30c9 — \u30eb\u30fc\u30d7\u30fb\u30ad\u30e3\u30d4\u30bf\u30eb\u30fb\u30de\u30fc\u30b1\u30c3\u30c4LLC — \u30a2\u30ca\u30ea\u30b9\u30c8<\/span><\/p>\n

\n

\u306f\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3001\u30b9\u30b3\u30c3\u30c8\u3002\u30a2\u30f3\u30bd\u30cb\u30fc\u3001\u3042\u308a\u304c\u3068\u3046\u3002<\/span><\/p>\n

\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/span><\/p>\n

\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001\u30aa\u30c3\u30da\u30f3\u30cf\u30a4\u30de\u30fc\u306e\u30b8\u30a7\u30a4\u30bd\u30f3\u30fb\u30d8\u30eb\u30d5\u30b9\u30bf\u30a4\u30f3\u3055\u3093\u3067\u3059\u3002\u304a\u96fb\u8a71\u304a\u5f85\u3061\u3057\u3066\u304a\u308a\u307e\u3059\u3002<\/span><\/p>\n

\n

\u30b8\u30a7\u30a4\u30bd\u30f3\u30fb\u30d8\u30eb\u30d5\u30b9\u30bf\u30a4\u30f3 — Oppenheimer & Co. Inc.\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u3067\u3059\u3002<\/span><\/p>\n

\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30a2\u30af\u30c6\u30a3\u30d6\u30a2\u30ab\u30a6\u30f3\u30c8\u306e\u5909\u5316\u3084\u30b9\u30ed\u30fc\u30c0\u30a6\u30f3\u306b\u6ce8\u76ee\u304c\u96c6\u307e\u308b\u306e\u306f\u5f53\u7136\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u55b6\u696d\u6642\u9593\u3092\u77ed\u7e2e\u3059\u308b\u80fd\u529b\u306b\u3064\u3044\u3066\u306f\u3069\u3046\u3067\u3057\u3087\u3046\u304b\u3002\u3064\u307e\u308a\u3001\u660e\u3089\u304b\u306b\u3001\u300cRoku Channel\u300d\u306e\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u3088\u308a\u591a\u304f\u8cfc\u5165\u3057\u305f\u3053\u3068\u3067\u3001\u3088\u308a\u591a\u304f\u306e\u6642\u9593\u3092\u8cbb\u3084\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u3001\u3055\u3089\u306b\u30c9\u30eb\u3092\u5f97\u3066\u3001\u305d\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u3068\u3063\u3066\u3044\u308b\u306e\u3060\u3068\u601d\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u7c73\u56fd\u306e\u30a2\u30af\u30c6\u30a3\u30d6\u30a2\u30ab\u30a6\u30f3\u30c8\u6570\u304c\u6e1b\u5c11\u3057\u305f\u3068\u3057\u3066\u3082\u3001\u6642\u9593\u3092\u304b\u3051\u3066\u53ce\u76ca\u5316\u3059\u308b\u3053\u3068\u3067\u3069\u308c\u3060\u3051\u306e\u5229\u76ca\u3092\u5f97\u3089\u308c\u308b\u306e\u304b\u3001\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u306d\u3002\u8ab0\u304b606\u306e\u8cea\u554f\u3092\u3057\u307e\u3057\u305f\u304b\uff1f\u30b9\u30c6\u30a3\u30fc\u30d6\u3055\u3093\u3001\u3082\u3057\u7b2c1\u56db\u534a\u671f\u306b\u6bd4\u3079\u3066606\u306e\u5f71\u97ff\u304c\u3042\u3063\u305f\u304b\u3069\u3046\u304b\u306b\u3064\u3044\u3066\u30b3\u30e1\u30f3\u30c8\u3057\u305f\u3044\u306e\u3067\u3042\u308c\u3070\u3001\u308f\u304b\u308a\u307e\u305b\u3093\u3002\u305d\u308c\u304b\u3089\u6700\u5f8c\u306b\u3001\u30aa\u30ea\u30f3\u30d4\u30c3\u30af\u304c\u7b2c3\u56db\u534a\u671f\u306b\u4e0e\u3048\u308b\u5f71\u97ff\u306b\u3064\u3044\u3066\u8003\u3048\u3066\u3044\u307e\u3059\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u30a2\u30f3\u30bd\u30cb\u30fc\u30fb\u30a6\u30c3\u30c9 — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/span><\/p>\n

\n

\u307e\u305a\u3001\u79c1\u304b\u3089\u304a\u8a71\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u3001\u305d\u306e\u5f8c\u3001\u30b9\u30c6\u30a3\u30fc\u30d6\u304c606\u306b\u3064\u3044\u3066\u304a\u8a71\u3057\u307e\u3059\u3002\u307e\u305a\u7b2c\u4e00\u306b\u3001\u30a2\u30af\u30c6\u30a3\u30d6\u30a2\u30ab\u30a6\u30f3\u30c8\u306b\u3064\u3044\u3066\u7533\u3057\u4e0a\u3052\u307e\u3059\u3002\u30a2\u30af\u30c6\u30a3\u30d6\u30a2\u30ab\u30a6\u30f3\u30c8\u6570\u306f5,500\u4e07\u306b\u9054\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u3053\u308c\u306f\u4e16\u5e2f\u6570\u306b\u76f8\u5f53\u3057\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u6f5c\u5728\u7684\u306a\u5e02\u5834\u306b\u76ee\u3092\u5411\u3051\u308b\u3068\u3001\u305d\u308c\u306f\u975e\u5e38\u306b\u5927\u304d\u306a\u3082\u306e\u3067\u3059\u3002<\/span><\/p>\n

\n

\u30d6\u30ed\u30fc\u30c9\u30d0\u30f3\u30c9\u3092\u5229\u7528\u3057\u3066\u30c6\u30ec\u30d3\u3092\u898b\u3066\u3044\u308b\u4e16\u5e2f\u306f\u3001\u4e16\u754c\u306b10\u5104\u3042\u308b\u3068\u8a00\u308f\u308c\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u3059\u3079\u3066\u306e\u30a2\u30ab\u30a6\u30f3\u30c8\u304c\u3001\u6642\u9593\u306e\u7d4c\u904e\u3068\u3068\u3082\u306b\u3001\u3059\u3079\u3066\u306e\u30c6\u30ec\u30d3\u8996\u8074\u3092\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u306b\u79fb\u884c\u3059\u308b\u3053\u3068\u306b\u306a\u308b\u3067\u3057\u3087\u3046\u3002\u305d\u3057\u3066\u3001\u305d\u306e\u65b9\u6cd5\u306f\u3001\u6700\u7d42\u7684\u306b\u306f\u30c6\u30ec\u30d3\u306b\u7d44\u307f\u8fbc\u307e\u308c\u305f\u4fa1\u683c\u3067\u63d0\u4f9b\u3055\u308c\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u672c\u5f53\u306e\u554f\u984c\u306f\u30b9\u30de\u30fc\u30c8\u30c6\u30ec\u30d3\u306e\u5e02\u5834\u30b7\u30a7\u30a2\u3067\u3059\u3002<\/span><\/p>\n

\u7c73\u56fd\u3067\u306f\u3001\u79c1\u305f\u3061\u306fNo.1\u3067\u3059\u3002\u307e\u305f\u3001\u65b0\u305f\u306b\u53c2\u5165\u3057\u305f\u5e02\u5834\u3067\u3082\u3001\u975e\u5e38\u306b\u597d\u8abf\u306b\u63a8\u79fb\u3057\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u3067\u3059\u304b\u3089\u3001\u30a2\u30af\u30c6\u30a3\u30d6\u306a\u30a2\u30ab\u30a6\u30f3\u30c8\u306b\u306f\u307e\u3060\u591a\u304f\u306e\u53ef\u80fd\u6027\u304c\u3042\u308b\u3068\u8a00\u3048\u308b\u3067\u3057\u3087\u3046\u3002\u55b6\u696d\u6642\u9593\u3092\u77ed\u7e2e\u3059\u308b\u80fd\u529b\u306b\u3064\u3044\u3066\u306f\u3001\u5f53\u793e\u306e\u30b3\u30a2\u30fb\u30b3\u30f3\u30d4\u30bf\u30f3\u30b9\u3067\u3042\u308a\u3001\u4eca\u5f8c\u3082\u5f37\u5316\u3057\u3066\u3044\u304d\u307e\u3059\u3002\u6d88\u8cbb\u8005\u304c\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u898b\u3064\u3051\u3001\u8996\u8074\u3059\u308b\u30b3\u30f3\u30c6\u30f3\u30c4\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3001\u8996\u8074\u8005\u304c\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u898b\u3064\u3051\u308b\u305f\u3081\u306e\u4fe1\u983c\u3067\u304d\u308b\u30d1\u30fc\u30c8\u30ca\u30fc\u3068\u306a\u308b\u3053\u3068\u306f\u3001\u30db\u30fc\u30e0\u753b\u9762\u4f53\u9a13\u306e\u4e3b\u8981\u306a\u76ee\u6a19\u306e\u4e00\u3064\u3067\u3059\u3002\u79c1\u305f\u3061\u306b\u306f\u305d\u306e\u305f\u3081\u306e\u591a\u304f\u306e\u80fd\u529b\u304c\u3042\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u79c1\u305f\u3061\u306f\u3001\u8996\u8074\u8005\u304c\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u898b\u3064\u3051\u308b\u624b\u52a9\u3051\u3092\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001\u30aa\u30ea\u30f3\u30d4\u30c3\u30af\u3067\u306f\u3001\u958b\u50ac\u524d\u306e6\u30f5\u6708\u9593\u3001NBC\u3068\u5354\u529b\u3057\u3066\u30db\u30fc\u30e0\u753b\u9762\u306b\u300c\u30aa\u30ea\u30f3\u30d4\u30c3\u30af\u30fb\u30cf\u30d6\u300d\u3092\u69cb\u7bc9\u3057\u3001\u8996\u8074\u8005\u304c\u300c\u30aa\u30ea\u30f3\u30d4\u30c3\u30af\u306f\u3044\u3064\u304b\u3089\u59cb\u307e\u308b\u306e\u304b\u300d\u300c\u30aa\u30ea\u30f3\u30d4\u30c3\u30af\u3092\u898b\u308b\u306b\u306f\u3069\u3046\u3057\u305f\u3089\u3044\u3044\u306e\u304b\u300d\u300c\u4f55\u304c\u8d77\u304d\u3066\u3044\u308b\u306e\u304b\u300d\u300c\u30cf\u30a4\u30e9\u30a4\u30c8\u3092\u898b\u308b\u306b\u306f\u3069\u3046\u3057\u305f\u3089\u3044\u3044\u306e\u304b\u300d\u3092\u898b\u3064\u3051\u3089\u308c\u308b\u3088\u3046\u306b\u3057\u307e\u3057\u305f\u3002\u8996\u8074\u8005\u304c\u7c21\u5358\u306b\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u898b\u3064\u3051\u3089\u308c\u308b\u3088\u3046\u306b\u3059\u308b\u305f\u3081\u3067\u3059\u3002\u3053\u306e\u30cf\u30d6\u306f\u591a\u304f\u306e\u4eba\u306b\u5229\u7528\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u975e\u5e38\u306b\u3046\u307e\u304f\u3044\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u8996\u8074\u8005\u304c\u4f55\u3092\u898b\u308b\u304b\u3092\u6c7a\u3081\u308b\u969b\u306b\u3001\u79c1\u305f\u3061\u304c\u3082\u3063\u3068\u91cd\u8981\u306b\u306a\u308a\u3001\u8996\u8074\u8005\u304b\u3089\u3082\u3063\u3068\u4fe1\u983c\u3055\u308c\u308b\u3088\u3046\u306b\u306a\u308b\u305f\u3081\u306e\u65b9\u6cd5\u306f\u305f\u304f\u3055\u3093\u3042\u308a\u307e\u3059\u3002\u8cea\u554f\u306e\u7b54\u3048\u306b\u306a\u3063\u3066\u3044\u308b\u304b\u3069\u3046\u304b\u308f\u304b\u308a\u307e\u305b\u3093\u304c\u3001\u3067\u304d\u308c\u3070\u3053\u308c\u3067\u7b54\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u3067\u306f\u3001\u30b9\u30c6\u30a3\u30fc\u30d6\u3001606\u756a\uff1f<\/span><\/p>\n

\n

\u30b9\u30c6\u30a3\u30fc\u30d6\u30fb\u30eb\u30fc\u30c7\u30f3 – \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/span><\/p>\n

\n

\u30b8\u30a7\u30a4\u30bd\u30f3\u3001\u30b9\u30c6\u30a3\u30fc\u30d6\u3060\u3088\u3002606\u95a2\u9023\u306e\u8cea\u554f\u3067\u4f1d\u7d71\u3092\u5b88\u3063\u3066\u3044\u305f\u3060\u304d\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u4eca\u671f\u306f606\u306b\u95a2\u3057\u3066\u7279\u306b\u6ce8\u76ee\u3059\u3079\u304d\u70b9\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/span><\/p>\n

\n

\u7686\u3055\u3093\u306b\u304a\u4f1d\u3048\u3057\u3066\u304a\u304d\u305f\u3044\u306e\u306f\u3001\u5f53\u793e\u306b\u306f\u91cd\u8981\u306a\u53d6\u5f15\u30e2\u30c7\u30eb\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u304c\u3042\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u56db\u534a\u671f\u3054\u3068\u306b\u305d\u308c\u3092\u691c\u8a0e\u3057 \u4eee\u5b9a\u3092\u66f4\u65b0\u3057\u307e\u3059\u3002\u65b0\u3057\u3044\u30b5\u30fc\u30d3\u30b9\u3084\u7279\u5b9a\u306e\u6761\u4ef6\u304c\u5909\u66f4\u3055\u308c\u305f\u5834\u5408\u306f\u3001\u30e2\u30c7\u30eb\u3092\u66f4\u65b0\u3057\u305f\u308a\u3001\u65b0\u3057\u3044\u30e2\u30c7\u30eb\u3092\u4f5c\u6210\u3057\u305f\u308a\u3057\u307e\u3059\u3002<\/span><\/p>\n

\n

606\u306e\u5f71\u97ff\u306b\u3064\u3044\u3066\u8a00\u53ca\u3059\u308b\u56db\u534a\u671f\u306f\u3001\u901a\u5e38\u3001\u524d\u63d0\u6761\u4ef6\u306e\u5909\u66f4\u3084\u305d\u306e\u4ed6\u306e\u8981\u56e0\u306b\u3088\u3063\u3066\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u5168\u4f53\u306e\u6848\u4ef6\u30e2\u30c7\u30eb\u304c\u5927\u5e45\u306b\u5897\u52a0\u3057\u305f\u56db\u534a\u671f\u3067\u3059\u3002\u901a\u5e38\u306e\u56db\u534a\u671f\u3067\u306f\u3001\u53d6\u5f15\u984d\u304c\u5897\u52a0\u3057\u3001\u53d6\u5f15\u30e2\u30c7\u30eb\u304c\u6e1b\u5c11\u3057\u307e\u3059\u3002\u901a\u5e38\u306e\u56db\u534a\u671f\u3067\u306f\u3001\u6848\u4ef6\u306e\u4fa1\u5024\u304c\u4e0a\u304c\u308b\u3053\u3068\u3082\u3042\u308c\u3070\u3001\u6848\u4ef6\u306e\u30e2\u30c7\u30eb\u304c\u4e0b\u304c\u308b\u3053\u3068\u3082\u3042\u308a\u3001\u307e\u305f\u3001\u591a\u304f\u306e\u6848\u4ef6\u306f\u6bd4\u8f03\u7684\u5909\u308f\u3089\u306a\u3044\u3053\u3068\u3082\u3042\u308a\u307e\u3059\u3002\u4eca\u671f\u306f\u7279\u306b\u6ce8\u76ee\u3059\u3079\u304d\u70b9\u306f\u3042\u308a\u307e\u305b\u3093\u3067\u3057\u305f\u3002<\/span><\/p>\n

\n

\u30a2\u30f3\u30bd\u30cb\u30fc\u30fb\u30a6\u30c3\u30c9 — \u5275\u696d\u8005\u517cCEO\uff08\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/span><\/p>\n

\n

\u30b9\u30c6\u30a3\u30fc\u30d6\u3001\u30aa\u30ea\u30f3\u30d4\u30c3\u30af\u304c\u7b2c3\u56db\u534a\u671f\u306b\u5f71\u97ff\u3057\u305f\u3068\u3044\u3046\u8cea\u554f\u306b\u3082\u7b54\u3048\u3066\u304f\u308c\u307e\u3059\u304b\uff1f<\/span><\/p>\n

\n

\u30b9\u30b3\u30c3\u30c8\u30fb\u30ed\u30fc\u30bc\u30f3\u30d0\u30fc\u30b0 — \u30b7\u30cb\u30a2\u30fb\u30d0\u30a4\u30b9\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u30d3\u30b8\u30cd\u30b9\u62c5\u5f53\u30bc\u30cd\u30e9\u30eb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc<\/span><\/p>\n

\n

\u4efb\u305b\u3066\u304f\u3060\u3055\u3044\u3002<\/span><\/p>\n

\n

\u30a2\u30f3\u30bd\u30cb\u30fc\u30fb\u30a6\u30c3\u30c9 — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/span><\/p>\n

\n

OK\u3001\u30b9\u30b3\u30c3\u30c8\u3002<\/span><\/p>\n

\u30b9\u30b3\u30c3\u30c8\u30fb\u30ed\u30fc\u30bc\u30f3\u30d0\u30fc\u30b0 — \u30b7\u30cb\u30a2\u30fb\u30f4\u30a1\u30a4\u30b9\u30fb\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u30fb\u30d3\u30b8\u30cd\u30b9\u62c5\u5f53\u30bc\u30cd\u30e9\u30eb\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc<\/span><\/p>\n

\n

\u3069\u3046\u3057\u3066\u3082\u6b32\u3057\u3044\u3068\u3044\u3046\u4eba\u4ee5\u5916\u306f\u3001\u30b9\u30c6\u30a3\u30fc\u30d6\u3002\u305d\u3046\u3067\u3059\u306d\u3002\u4e00\u822c\u7684\u306b\u3001\u30aa\u30ea\u30f3\u30d4\u30c3\u30af\u306f\u30c6\u30ec\u30d3\u306e\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u305d\u308c\u304c\u5168\u4f53\u306e\u8996\u8074\u306b\u3069\u306e\u3088\u3046\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u304b\u3092\u898b\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002<\/span><\/p>\n

\n

\u79c1\u306e\u5bb6\u5ead\u3067\u306f\u3001\u78ba\u304b\u306b24\u6642\u9593365\u65e5\u653e\u9001\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u30a2\u30f3\u30bd\u30cb\u30fc\u304c\u8a00\u3063\u305f\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u304c\u6700\u3082\u8a87\u308a\u306b\u601d\u3063\u3066\u3044\u308b\u3053\u3068\u306f\u3001NBC\u3068\u4e00\u7dd2\u306b\u5b9f\u884c\u3057\u305f\u3053\u3068\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u3067\u8996\u8074\u8005\u3092\u5897\u3084\u3057\u3001\u6d88\u8cbb\u3092\u4fc3\u9032\u3059\u308b\u305f\u3081\u306b\u3001\u30ed\u30af\u304c\u72ec\u81ea\u306b\u63d0\u4f9b\u3067\u304d\u308b\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/span><\/p>\n

\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/span><\/p>\n

\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001\u30b7\u30c6\u30a3\u306e\u30b8\u30a7\u30a4\u30bd\u30f3\u30fb\u30d0\u30b8\u30cd\u30c3\u30c8\u3055\u3093\u3067\u3059\u3002\u304a\u5f85\u3061\u3057\u3066\u304a\u308a\u307e\u3059\u3002<\/span><\/p>\n

\n

\u30b8\u30a7\u30a4\u30bd\u30f3\u30fb\u30d0\u30b8\u30cd — \u30b7\u30c6\u30a3 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/span><\/p>\n

\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3042\u306a\u305f\u65b9\u306f\u3001\u30c1\u30c3\u30d7\u4e0d\u8db3\u3068\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u554f\u984c\u304c\u30d7\u30ec\u30fc\u30e4\u30fc\u306e\u7c97\u5229\u76ca\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3066\u304a\u308a\u3001\u4eca\u5f8c\u3082\u7d9a\u304f\u3068\u6307\u6458\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u554f\u984c\u304c\u6ce2\u53ca\u3057\u3066\u3001\u30a2\u30af\u30c6\u30a3\u30d6\u30a2\u30ab\u30a6\u30f3\u30c8\u306e\u6210\u9577\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u53ef\u80fd\u6027\u306f\u306a\u3044\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u8a00\u3044\u63db\u3048\u308c\u3070\u3001\u30c1\u30c3\u30d7\u4e0d\u8db3\u304c\u6df1\u523b\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u4eba\u3005\u304c\u95a2\u5fc3\u3092\u5bc4\u305b\u308b\u6307\u6a19\u306b\u5b9f\u969b\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u306e\u3067\u306f\u306a\u304f\u3001…<\/span><\/p>\n

\n

\u30a2\u30f3\u30bd\u30cb\u30fc\u30fb\u30a6\u30c3\u30c9 – \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/span><\/p>\n

\n

\u306f\u3044\u3001\u305d\u3046\u3067\u3059\u3002\u30b9\u30c6\u30a3\u30fc\u30d6\u3001\u3042\u306a\u305f\u306f\u3069\u3046\u3057\u307e\u3059\u304b\uff1f<\/span><\/p>\n

\n

\u30b9\u30c6\u30a3\u30fc\u30d6\u30fb\u30eb\u30fc\u30c7\u30f3 — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/span><\/p>\n

\n

\u306f\u3044\u3001\u306f\u3044\u3001\u306f\u3044\u3002\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u304c\u59cb\u307e\u3063\u3066\u4ee5\u6765\u3001\u696d\u754c\u3068Roku\u306f\u90e8\u54c1\u306e\u4e0d\u8db3\u306b\u60a9\u307e\u3055\u308c\u3001\u7279\u306b\u6700\u8fd1\u306f\u90e8\u54c1\u306e\u4fa1\u683c\u4e0a\u6607\u304c\u52a0\u901f\u3057\u3066\u3044\u308b\u3088\u3046\u306b\u611f\u3058\u307e\u3059\u3002<\/span><\/p>\n

\n

\u5f53\u793e\u306e\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u304a\u3088\u3073\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u30c1\u30fc\u30e0\u306f\u3001\u3053\u308c\u307e\u3067\u5b9f\u306b\u3088\u304f\u50cd\u304d\u3001\u305d\u306e\u5f71\u97ff\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u3066\u304d\u307e\u3057\u305f\u3002\u78ba\u304b\u306b\u3001\u524d\u56db\u534a\u671f\u306e\u96fb\u8a71\u4f1a\u8b70\u3067\u306f\u3001\u898b\u901a\u3057\u306e\u4e00\u90e8\u3068\u3057\u3066\u3001\u30b3\u30b9\u30c8\u4e0a\u6607\u3092\u8003\u616e\u3059\u308b\u3068\u30d7\u30ec\u30fc\u30e4\u30fc\u306e\u7c97\u5229\u76ca\u7387\u306f\u30de\u30a4\u30ca\u30b9\u306b\u306a\u308b\u3068\u8ff0\u3079\u307e\u3057\u305f\u304c\u3001\u5b9f\u969b\u306b\u306f\u30d7\u30ec\u30fc\u30e4\u30fc1\u53f0\u3042\u305f\u308a\u306e\u7c97\u5229\u76ca\u7387\u306f\u30de\u30a4\u30ca\u30b96\uff05\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u5f53\u56db\u534a\u671f\u3067\u306f\u3001\u4e0b\u534a\u671f\u306b\u306f\u5897\u52a0\u3059\u308b\u3068\u8003\u3048\u3066\u3044\u308b\u3068\u8ff0\u3079\u307e\u3057\u305f\u3002\u78ba\u304b\u306b\u3001\u3053\u308c\u306f\u696d\u754c\u5168\u4f53\u306e\u554f\u984c\u3067\u3059\u3002<\/span><\/p>\n

\n

\u3053\u308c\u306f\u696d\u754c\u306e\u554f\u984c\u3067\u3042\u308a\u3001\u5f53\u793e\u3060\u3051\u3067\u306a\u304f\u3001\u30d7\u30ec\u30fc\u30e4\u30fc\u5074\u306e\u7af6\u5408\u4ed6\u793e\u3001\u30c6\u30ec\u30d3\u5074\u306e\u7af6\u5408\u4ed6\u793e\u306b\u3082\u5f71\u97ff\u3092\u4e0e\u3048\u3066\u3044\u307e\u3059\u3002\u6628\u5e74\u3001\u30c6\u30ec\u30d3\u306e\u8ca9\u58f2\u53f0\u6570\u304c\u6025\u5897\u3057\u307e\u3057\u305f\u3002\u696d\u754c\u306e\u8abf\u67fb\u4f1a\u793e\u306e\u4e2d\u306b\u306f\u3001\u3053\u308c\u3089\u306e\u6570\u5b57\u3001\u3064\u307e\u308a\u30b9\u30de\u30fc\u30c8\u30c6\u30ec\u30d3\u5e02\u5834\u304c\u524d\u5e74\u6bd4\u3067\u6e1b\u5c11\u3059\u308b\u3068\u60f3\u5b9a\u3057\u3066\u3044\u308b\u3068\u3053\u308d\u3082\u3042\u308a\u307e\u3059\u3002\u78ba\u304b\u306b\u3001\u591a\u304f\u306e\u30c6\u30ec\u30d3OEM\u30e1\u30fc\u30ab\u30fc\u306f\u3001Roku TV\u306e\u4e00\u90e8\u3067\u3042\u308b\u304b\u3069\u3046\u304b\u306b\u304b\u304b\u308f\u3089\u305a\u3001\u5229\u76ca\u7387\u306e\u4f4e\u3044\u30d3\u30b8\u30cd\u30b9\u3067\u3042\u308b\u305f\u3081\u3001\u9700\u8981\u306e\u5f3e\u529b\u6027\u3092\u8a66\u3059\u305f\u3081\u306b\u3001\u5024\u4e0a\u3052\u3084\u30b3\u30b9\u30c8\u30a2\u30c3\u30d7\u3092\u9032\u3081\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u3053\u306e\u3088\u3046\u306a\u72b6\u6cc1\u306f\u3001\u30d7\u30ec\u30fc\u30e4\u30fc\u3084\u30c6\u30ec\u30d3\u306e\u8ca9\u58f2\u3092\u4fc3\u9032\u3059\u308b\u3068\u3044\u3046\u610f\u5473\u3067\u306f\u3001\u696d\u754c\u306e\u52a9\u3051\u306b\u306f\u306a\u3089\u306a\u3044\u3067\u3057\u3087\u3046\u3002\u305d\u306e\u70b9\u3092\u8003\u616e\u3057\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u30b8\u30a7\u30a4\u30bd\u30f3\u30fb\u30d0\u30b8\u30cd — \u30b7\u30c6\u30a3 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/span><\/p>\n

\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/span><\/p>\n

\n

\u8cea\u554f\u8005<\/span><\/p>\n

\n

\u6700\u5f8c\u306e\u8cea\u554f\u306f\u3001LightShed Partners\u306e\u30ea\u30c3\u30c1\u30fb\u30b0\u30ea\u30fc\u30f3\u30d5\u30a3\u30fc\u30eb\u30c9\u3055\u3093\u304b\u3089\u3067\u3059\u3002\u304a\u5f85\u3061\u3057\u3066\u304a\u308a\u307e\u3059\u3002<\/span><\/p>\n

Rich Greenfield — LightShed Partners — \u30a2\u30ca\u30ea\u30b9\u30c8<\/span><\/p>\n

\n

\u8cea\u554f\u3092\u53d7\u3051\u3066\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u30022\u3064\u306e\u8cea\u554f\u304c\u3042\u308a\u307e\u3059\u30021\u3064\u306f\u3001\u30b8\u30e7\u30f3\u30fb\u30de\u30ed\u30fc\u30f3\u306e\u8a00\u8449\u3092\u501f\u308a\u308c\u3070\u3001Roku\u304c\u307e\u3059\u307e\u3059\u9580\u756a\u306e\u3088\u3046\u306a\u5b58\u5728\u306b\u306a\u308a\u3001\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u306e\u4e16\u754c\u3078\u306e\u6249\u3092\u958b\u304f\u3053\u3068\u306b\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u6700\u7d42\u7684\u306b\u8cfc\u8aad\u6599\u3084\u4f7f\u7528\u6599\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3078\u306e\u53c2\u52a0\u6599\u306e\u3088\u3046\u306a\u53ce\u5165\u3092\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u3066\u3044\u307e\u3059\u304b\uff1f\u3053\u3053\u6570\u5e74\u306e\u53d6\u5f15\u3092\u898b\u3066\u3082\u3001Roku\u306a\u3057\u306b\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u306e\u4e16\u754c\u306b\u5165\u308b\u3053\u3068\u306f\u3067\u304d\u306a\u3044\u3088\u3046\u306b\u601d\u3048\u307e\u3059\u304c\uff1f\u307e\u305f\u3001\u5225\u306e\u8a71\u984c\u306b\u306a\u308a\u307e\u3059\u304c\u3001\u79c1\u304c\u63a8\u3057\u9032\u3081\u3066\u3044\u308b\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u306e\u4e16\u754c\u5168\u4f53\u306e\u8a71\u984c\u306b\u95a2\u9023\u3057\u3066\u3001\u6295\u8cc7\u5bb6\u5411\u3051\u306e\u624b\u7d19\u3067\u8a00\u53ca\u3055\u308c\u3066\u3044\u305f\u30e1\u30c7\u30a3\u30a2\u3068\u30a8\u30f3\u30bf\u30fc\u30c6\u30a4\u30f3\u30e1\u30f3\u30c8\u3078\u306e\u652f\u51fa\u306b\u3064\u3044\u3066\u8003\u3048\u308b\u3068\u304d\u3001\u305d\u306e\u6301\u7d9a\u53ef\u80fd\u6027\u306b\u3064\u3044\u3066\u306f\u3069\u3046\u304a\u8003\u3048\u3067\u3059\u304b\uff1f\u3064\u307e\u308a\u3001\u591a\u304f\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u591a\u304f\u306e\u652f\u51fa\u3092\u3057\u3066\u3044\u308b\u306e\u3092\u898b\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u305d\u308c\u3092\u6307\u6458\u3057\u305f\u306e\u306f\u3042\u306a\u305f\u3060\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002Twitter\u793e\u3082\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30b3\u30fc\u30eb\u3067\u305d\u3046\u8a00\u3063\u3066\u3044\u307e\u3057\u305f\u3002\u975e\u5e38\u306b\u591a\u304f\u306e\u652f\u51fa\u3092\u76ee\u306e\u5f53\u305f\u308a\u306b\u3057\u3066\u3044\u307e\u3059\u3002\u6295\u8cc7\u5bb6\u306e\u7686\u3055\u3093\u306f\u3001\u30b5\u30d6\u30b9\u30af\u306e\u7372\u5f97\u306b\u3069\u308c\u3060\u3051\u306e\u8cbb\u7528\u3092\u304b\u3051\u3066\u3044\u308b\u304b\u3068\u3044\u3046\u70b9\u3067\u3001\u3053\u308c\u304c\u6301\u7d9a\u3059\u308b\u304b\u3069\u3046\u304b\u6c17\u306b\u306a\u3063\u3066\u3044\u308b\u306e\u3067\u306f\u306a\u3044\u3067\u3057\u3087\u3046\u304b\u3002<\/span><\/p>\n

\n

\u4eca\u5f8c2\u30013\u5e74\u306f\u3053\u306e\u72b6\u6cc1\u304c\u7d9a\u304f\u3068\u304a\u8003\u3048\u3067\u3059\u304b\uff1f\u305d\u308c\u3068\u3082\u3001\u3088\u308a\u56f0\u96e3\u306b\u306a\u308b\u3068\u304a\u8003\u3048\u3067\u3059\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u30a2\u30f3\u30bd\u30cb\u30fc\u30fb\u30a6\u30c3\u30c9 — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/span><\/p>\n

\n

\u3084\u3042\u3001\u30ea\u30c3\u30c1\u3002\u3042\u306a\u305f\u306e\u58f0\u304c\u805e\u3051\u3066\u3046\u308c\u3057\u3044\u3067\u3059\u3002\u6700\u5f8c\u306b\u306a\u308a\u307e\u3057\u305f\u304c\u3002\u79c1\u306f\u3001\u5f53\u793e\u3092\u30b2\u30fc\u30c8\u30ad\u30fc\u30d1\u30fc\u3068\u306f\u547c\u3093\u3067\u3044\u307e\u305b\u3093\u3002<\/span><\/p>\n

\n

\u305d\u306e\u8a00\u8449\u3092\u53e3\u306b\u51fa\u3057\u3066\u8a00\u3046\u306e\u306f\u305f\u3081\u3089\u308f\u308c\u307e\u3059\u3002\u3064\u307e\u308a\u3001\u79c1\u305f\u3061\u306f\u975e\u5e38\u306b\u7af6\u4e89\u306e\u6fc0\u3057\u3044\u696d\u754c\u306b\u5b58\u5728\u3057\u3066\u3044\u307e\u3059\u3002\u6d88\u8cbb\u8005\u306b\u306f\u3001Roku\u3060\u3051\u3067\u306a\u304f\u3001Samsung\u3001Google\u3001Amazon\u306a\u3069\u3001\u305f\u304f\u3055\u3093\u306e\u9078\u629e\u80a2\u304c\u3042\u308a\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u5f53\u793e\u306e\u7af6\u4e89\u529b\u306b\u306f\u81ea\u4fe1\u304c\u3042\u308a\u307e\u3059\u304c\u3001\u7af6\u4e89\u306e\u6fc0\u3057\u3044\u696d\u754c\u3067\u3082\u3042\u308a\u307e\u3059\u3002<\/span><\/p>\n

\n

Roku\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3092\u6709\u6599\u5316\u3059\u308b\u3053\u3068\u306b\u3064\u3044\u3066\u306f\u3001\u79c1\u306f……\u305d\u308c\u306f\u79c1\u305f\u3061\u306e\u8003\u3048\u3066\u3044\u308b\u3053\u3068\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u79c1\u305f\u3061\u304c\u8003\u3048\u308b\u306e\u306f\u3001\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u3092\u7d44\u3093\u3067\u4eba\u3005\u306e\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u914d\u4fe1\u3059\u308b\u3053\u3068\u3067\u3042\u308a\u3001\u3044\u304b\u306b\u3057\u3066\u9867\u5ba2\u30d9\u30fc\u30b9\u306e\u9867\u5ba2\u3092\u5897\u3084\u3057\u3001\u8cfc\u8aad\u8005\u30d9\u30fc\u30b9\u306e\u9867\u5ba2\u3092\u5897\u3084\u3057\u3001\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u9ad8\u3081\u308b\u304b\u3092\u652f\u63f4\u3057\u3001\u6210\u529f\u3057\u305f\u3068\u304d\u306b\u306f\u305d\u306e\u6210\u529f\u306b\u3044\u304b\u306b\u3057\u3066\u53c2\u52a0\u3059\u308b\u304b\u3068\u3044\u3046\u3001\u30a6\u30a3\u30f3\u30fb\u30a6\u30a3\u30f3\u578b\u306e\u72b6\u6cc1\u3001\u53d6\u5f15\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u3088\u308a\u591a\u304f\u306e\u8996\u8074\u8005\u304c\u3055\u307e\u3056\u307e\u306a\u30b5\u30fc\u30d3\u30b9\u306e\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u3092\u8996\u8074\u3057\u3001\u79c1\u305f\u3061\u304c\u305d\u306e\u7d4c\u6e08\u306b\u53c2\u52a0\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3088\u3046\u306a\u53d6\u5f15\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u306b\u6ce8\u529b\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u304c\u79c1\u305f\u3061\u306e\u8003\u3048\u65b9\u3067\u3059\u3002<\/span><\/p>\n

\n

\u305d\u3057\u3066\u3001\u3082\u3046\u3072\u3068\u3064\u306f\u3001M&E\u306e\u9762\u3067\u3059\u306d\u3002\u3082\u3061\u308d\u3093\u3001\u5e83\u544a\u306f\u79c1\u305f\u3061\u306e\u30d3\u30b8\u30cd\u30b9\u306e\u5927\u304d\u306a\u90e8\u5206\u3092\u5360\u3081\u3066\u3044\u307e\u3059\u3002\u8996\u8074\u8005\u304c\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u306b\u79fb\u884c\u3059\u308b\u3068\u3001\u3059\u3079\u3066\u306e\u5e83\u544a\u304c\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u306b\u79fb\u884c\u3057\u307e\u3059\u3002\u3053\u308c\u306f\u975e\u5e38\u306b\u5927\u304d\u306a\u30d3\u30b8\u30cd\u30b9\u3067\u3042\u308a\u3001\u79c1\u305f\u3061\u306f\u975e\u5e38\u306b\u6ce8\u529b\u3057\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u3067\u3059\u304b\u3089\u3001\u4eca\u5f8c\u3082\u6210\u9577\u3057\u7d9a\u3051\u308b\u3067\u3057\u3087\u3046\u3002\u4ed6\u306b\u5177\u4f53\u7684\u306a\u7b54\u3048\u304c\u3042\u308b\u304b\u3069\u3046\u304b\u306f\u308f\u304b\u308a\u307e\u305b\u3093\u304c\u3001\u30b9\u30c6\u30a3\u30fc\u30d6\u3055\u3093\u3084\u30b9\u30b3\u30c3\u30c8\u3055\u3093\u306f\u3069\u3046\u3067\u3059\u304b\uff1f<\/span><\/p>\n

\n

\u30b9\u30b3\u30c3\u30c8\u30fb\u30ed\u30fc\u30bc\u30f3\u30d0\u30fc\u30b0\uff08Senior Vice President, General Manager, Platform Business)<\/span><\/p>\n

\n

\u306f\u3044\u3001\u30b9\u30b3\u30c3\u30c8\u3067\u3059\u3002\u3044\u3044\u8cea\u554f\u3067\u3059\u306d\u3001\u30ea\u30c3\u30c1\u3002\u79c1\u304b\u3089\u3082\u88dc\u8db3\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u307e\u3059\u3002<\/span><\/p>\n

\n

\u30b2\u30fc\u30c8\u30ad\u30fc\u30d1\u30fc\u3068\u3044\u3046\u8a00\u8449\u306f\u30011\u56de\u9650\u308a\u306e\u95a2\u4fc2\u3092\u793a\u5506\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u5148\u307b\u3069\u30a2\u30f3\u30bd\u30cb\u30fc\u304c\u5f37\u8abf\u3057\u305f\u3088\u3046\u306b\u3001\u3053\u308c\u3089\u306e\u30b5\u30fc\u30d3\u30b9\u306e\u6210\u529f\u3068\u3001\u305d\u308c\u306b\u4f34\u3063\u3066\u79c1\u305f\u3061\u304c\u7a3c\u3050\u80fd\u529b\u306f\u3001\u7d99\u7d9a\u7684\u306a\u6d3b\u52d5\u3067\u3059\u3002\u30e6\u30fc\u30b6\u30fc\u3092\u7372\u5f97\u3059\u308b\u3060\u3051\u3067\u306f\u306a\u304f\u3001\u30e6\u30fc\u30b6\u30fc\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u7279\u306b\u3053\u308c\u3089\u306e\u30b5\u30fc\u30d3\u30b9\u304c\u5927\u304d\u304f\u306a\u3063\u3066\u304f\u308b\u3068\u3001\u30e6\u30fc\u30b6\u30fc\u306e\u7372\u5f97\u3060\u3051\u3067\u306f\u306a\u304f\u3001\u30e6\u30fc\u30b6\u30fc\u306e\u7dad\u6301\u306b\u3082\u30d5\u30ec\u30fc\u30e0\u3092\u79fb\u3059\u3053\u3068\u304c\u91cd\u8981\u306b\u306a\u3063\u3066\u304d\u307e\u3059\u3002<\/span><\/p>\n

\n

\u307e\u305f\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u5e02\u5834\u3067\u3082\u3042\u308a\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u4eca\u306f\u975e\u5e38\u306b\u5927\u304d\u306a\u6295\u8cc7\u304c\u5fc5\u8981\u306a\u6bb5\u968e\u3060\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u3053\u308c\u3089\u306e\u30b5\u30fc\u30d3\u30b9\u3068\u63d0\u643a\u3057\u3066\u3001\u305d\u306e\u30b5\u30fc\u30d3\u30b9\u306e\u8996\u8074\u7387\u3092\u9ad8\u3081\u3001\u7dad\u6301\u3057\u7d9a\u3051\u308b\u9577\u671f\u7684\u306a\u53ef\u80fd\u6027\u306b\u3082\u5f37\u6c17\u3067\u3059\u3002<\/span><\/p>\n

Rich Greenfield — LightShed Partners — \u30a2\u30ca\u30ea\u30b9\u30c8<\/span><\/p>\n

\n

\u30b9\u30b3\u30c3\u30c8\u3001\u3053\u306e\u70b9\u306b\u3064\u3044\u3066\u306f\u5341\u5206\u306b\u6ce8\u76ee\u3055\u308c\u3066\u3044\u306a\u3044\u3088\u3046\u306b\u601d\u3044\u307e\u3059\u3002\u30e6\u30fc\u30b6\u30fc\u7372\u5f97\u306e\u305f\u3081\u306e\u8cbb\u7528\u3068\u30ea\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u305f\u3081\u306e\u8cbb\u7528\u3092\u6bd4\u8f03\u3057\u305f\u5834\u5408\u3001\u4f8b\u3048\u3070\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5168\u4f53\u306e\u53ce\u76ca\u306e\u4f38\u3073\u3092\u5927\u5e45\u306b\u4e0a\u56de\u308b\u529b\u5f37\u3044\u6210\u9577\u3068\u3044\u3046\u30b3\u30e1\u30f3\u30c8\u304c\u3042\u308a\u307e\u3057\u305f\u304c\u3001\u305d\u306e\u8cbb\u7528\u306e\u3046\u3061\u3001\u7372\u5f97\u306e\u305f\u3081\u306e\u8cbb\u7528\u3068\u30ea\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u305f\u3081\u306e\u8cbb\u7528\u306e\u5272\u5408\u3092\u8003\u3048\u308b\u65b9\u6cd5\u306f\u3042\u308a\u307e\u3059\u304b\uff1f<\/span><\/p>\n

\n

\u30b9\u30b3\u30c3\u30c8\u30fb\u30ed\u30fc\u30bc\u30f3\u30d0\u30fc\u30b0\uff08Senior Vice President, General Manager, Platform Business<\/span><\/p>\n

\n

\u305d\u3046\u3067\u3059\u306d\u3001\u4eca\u306f\u307e\u3060\u6bd4\u8f03\u7684\u5c11\u306a\u3044\u3068\u8a00\u3048\u308b\u3067\u3057\u3087\u3046\u3002\u3053\u308c\u3089\u306e\u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306e\u307b\u3068\u3093\u3069\u306f\u3001\u307e\u3060\u30e6\u30fc\u30b6\u30fc\u7372\u5f97\u30e2\u30fc\u30c9\u3092\u5f37\u304f\u610f\u8b58\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u8a08\u7b97\u3057\u3066\u307f\u308b\u3068\u3001\u3053\u308c\u306f\u975e\u5e38\u306b\u91cd\u8981\u306a\u3053\u3068\u3067\u3059\u3002\u6bce\u67085\uff05\u306e\u30e6\u30fc\u30b6\u30fc\u304c\u6e1b\u5c11\u3057\u3001\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u304c1,000\u4e07\u306b\u9054\u3057\u305f\u5834\u5408\u3001\u6e1b\u5c11\u3057\u305f\u30e6\u30fc\u30b6\u30fc\u3092\u88dc\u5145\u3059\u308b\u305f\u3081\u306b\u306f50\u4e07\u4eba\u306e\u30e6\u30fc\u30b6\u30fc\u3092\u7372\u5f97\u3057\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002<\/span><\/p>\n

\n

\u3064\u307e\u308a\u3001\u3053\u308c\u306f\u898f\u6a21\u306e\u554f\u984c\u306a\u306e\u3067\u3059\u3002\u79c1\u305f\u3061\u306e\u30d1\u30fc\u30c8\u30ca\u30fc\u306f\u3001\u3053\u306e\u554f\u984c\u306b\u3082\u3063\u3068\u7126\u70b9\u3092\u5f53\u3066\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3053\u306e\u5206\u91ce\u3067\u306f\u3001\u79c1\u305f\u3061\u306f\u78ba\u304b\u306b\u5354\u529b\u3067\u304d\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3053\u3053\u3067\u4f55\u5ea6\u304b\u3001\u30aa\u30ea\u30f3\u30d4\u30c3\u30af\u306e\u5b9f\u884c\u306b\u3064\u3044\u3066\u8a71\u3092\u3057\u307e\u3057\u305f\u3002<\/span><\/p>\n

\n

\u30e6\u30fc\u30b6\u30fc\u306b\u30b5\u30fc\u30d3\u30b9\u306b\u767b\u9332\u3057\u3066\u3082\u3089\u3046\u3060\u3051\u3067\u306a\u304f\u3001\u30b5\u30fc\u30d3\u30b9\u306e\u4fa1\u5024\u3092\u7406\u89e3\u3057\u3066\u3082\u3089\u3044\u3001\u7d99\u7d9a\u7684\u306b\u5229\u7528\u3057\u3066\u3082\u3089\u3046\u305f\u3081\u306b\u306f\u3001\u3053\u306e\u3088\u3046\u306a\u5b9f\u884c\u529b\u304c\u5fc5\u8981\u306a\u306e\u3067\u3059\u3002\u305d\u3046\u3059\u308c\u3070\u3001\u6bce\u6708\u306e\u8acb\u6c42\u66f8\u304c\u6765\u3066\u3082\u3001\u30b5\u30fc\u30d3\u30b9\u3092\u30ad\u30e3\u30f3\u30bb\u30eb\u3059\u308b\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u305d\u308c\u304c\u91cd\u8981\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u79c1\u305f\u3061\u306f\u52aa\u529b\u3057\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

\u79c1\u305f\u3061\u306f\u3001\u89e3\u7d04\u3092\u4e88\u6e2c\u3057\u3001\u30e6\u30fc\u30b6\u30fc\u3092\u60f9\u304d\u3064\u3051\u308b\u3082\u306e\u3092\u4e88\u6e2c\u3059\u308b\u305f\u3081\u306e\u7d20\u6674\u3089\u3057\u3044\u30c4\u30fc\u30eb\u30bb\u30c3\u30c8\u3092\u7528\u610f\u3057\u3066\u304a\u308a\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u30d1\u30fc\u30c8\u30ca\u30fc\u3068\u3068\u3082\u306b\u3001\u3053\u306e\u70b9\u306b\u3055\u3089\u306b\u6ce8\u76ee\u3057\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

Rich Greenfield — LightShed Partners — \u30a2\u30ca\u30ea\u30b9\u30c8<\/span><\/p>\n

\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/span><\/p>\n

\n

\u30a2\u30f3\u30bd\u30cb\u30fc\u30fb\u30a6\u30c3\u30c9 — \u5275\u8a2d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/span><\/p>\n

\n

\u6700\u5f8c\u306b\u4e00\u8a00\u3001\u6d88\u8cbb\u8005\u304c\u8907\u6570\u306e\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u30b5\u30fc\u30d3\u30b9\u306b\u767b\u9332\u3057\u3088\u3046\u3068\u3057\u3066\u3044\u308b\u3053\u3068\u306b\u3064\u3044\u3066\u3001\u79c1\u306f\u5c11\u3057\u9a5a\u3044\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u30b5\u30fc\u30d3\u30b9\u304c\u3069\u306e\u3088\u3046\u306b\u3057\u3066\u751f\u304d\u6b8b\u308b\u306e\u304b\u3001\u3069\u308c\u3060\u3051\u306e\u6570\u304c\u751f\u304d\u6b8b\u308b\u306e\u304b\u3068\u3044\u3046\u5927\u304d\u306a\u7591\u554f\u304c\u3042\u308a\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u6d88\u8cbb\u8005\u304c1\u3064\u30842\u3064\u306e\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u30b5\u30fc\u30d3\u30b9\u3067\u306f\u306a\u304f\u3001\u8907\u6570\u306e\u30b5\u30fc\u30d3\u30b9\u306b\u8208\u5473\u3092\u6301\u3061\u3001\u8907\u6570\u306e\u30b5\u30fc\u30d3\u30b9\u306b\u767b\u9332\u3057\u3066\u3001\u6709\u6599\u30c6\u30ec\u30d3\u3088\u308a\u3082\u304a\u91d1\u3092\u7bc0\u7d04\u3057\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u308b\u3053\u3068\u306f\u78ba\u304b\u3060\u3068\u601d\u3044\u307e\u3059\u3002<\/span><\/p>\n

\n

Rich Greenfield — LightShed Partners — \u30a2\u30ca\u30ea\u30b9\u30c8<\/span><\/p>\n

\n

\u6709\u6599\u30c6\u30ec\u30d3\u306f\u9ad8\u3044\u3067\u3059\u306d\u3002<\/span><\/p>\n

\n

Anthony Wood — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/span><\/p>\n

\n

\u78ba\u304b\u306b\u3002<\/span><\/p>\n

\n

\u30ea\u30c3\u30c1\u30fb\u30b0\u30ea\u30fc\u30f3\u30d5\u30a3\u30fc\u30eb\u30c9 — \u30e9\u30a4\u30c8\u30b7\u30a7\u30c3\u30c9\u30fb\u30d1\u30fc\u30c8\u30ca\u30fc\u30ba — \u30a2\u30ca\u30ea\u30b9\u30c8<\/span><\/p>\n

\n

\u305d\u3057\u3066\u3001\u3042\u307e\u308a\u3088\u304f\u3042\u308a\u307e\u305b\u3093\u3002\u3059\u307f\u307e\u305b\u3093\u3002\u4eca\u306e\u306f\u793e\u8aac\u3067\u3059\u3002<\/span><\/p>\n

\n

\u30a2\u30f3\u30bd\u30cb\u30fc\u30fb\u30a6\u30c3\u30c9 — \u5275\u8a2d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/span><\/p>\n

\n

\u305d\u308c\u306f\u30ea\u30c3\u30c1\u306e\u610f\u898b\u3067\u3057\u305f\u3002<\/span><\/p>\n

\n

\u30ea\u30c3\u30c1\u30fb\u30b0\u30ea\u30fc\u30f3\u30d5\u30a3\u30fc\u30eb\u30c9 — \u30e9\u30a4\u30c8\u30b7\u30a7\u30c3\u30c9\u30fb\u30d1\u30fc\u30c8\u30ca\u30fc\u30ba — \u30a2\u30ca\u30ea\u30b9\u30c8<\/span><\/p>\n

\n

\u3042\u308a\u304c\u3068\u3046\u3001\u30a2\u30f3\u30bd\u30cb\u30fc\u3002<\/span><\/p>\n

\n

\u904b\u55b6\u8005<\/span><\/p>\n

\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u305d\u308c\u3067\u306f\u3001\u30a2\u30f3\u30bd\u30cb\u30fc\u30fb\u30a6\u30c3\u30c9\u3055\u3093\u306b\u6700\u5f8c\u306e\u3054\u6328\u62f6\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/span><\/p>\n

\n

\u30a2\u30f3\u30bd\u30cb\u30fc\u30fb\u30a6\u30c3\u30c9 — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/span><\/p>\n

\n

\u5f53\u56db\u534a\u671f\u306e\u7d20\u6674\u3089\u3057\u3044\u696d\u7e3e\u306b\u5bfe\u3057\u3001\u5f93\u696d\u54e1\u3001\u304a\u5ba2\u69d8\u3001\u30d1\u30fc\u30c8\u30ca\u30fc\u306e\u7686\u69d8\u306b\u611f\u8b1d\u7533\u3057\u4e0a\u3052\u307e\u3059\u3002\u5f53\u793e\u306e\u7af6\u4e89\u512a\u4f4d\u6027\u3068\u3001\u6210\u9577\u306e\u539f\u52d5\u529b\u3068\u306a\u3063\u3066\u304d\u305f\u5e83\u7bc4\u306a\u4e16\u4fd7\u7684\u30c8\u30ec\u30f3\u30c9\u306f\u3001\u4eca\u5f8c\u3082\u5f53\u793e\u3092\u6210\u529f\u306b\u5c0e\u304f\u3082\u306e\u3068\u78ba\u4fe1\u3057\u3066\u3044\u307e\u3059\u3002\u672c\u65e5\u306f\u304a\u96c6\u307e\u308a\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/span><\/p>\n

Call participants:<\/b><\/h2>\n

Conrad Grodd<\/b> — <\/span>Vice President, Investor Relations<\/span><\/i><\/p>\n

Anthony Wood<\/b> — <\/span>Founder and Chief Executive Officer<\/span><\/i><\/p>\n

Steve Louden<\/b> — <\/span>Chief Financial Officer<\/span><\/i><\/p>\n

Justin Patterson<\/b> — <\/span>KeyBanc Capital Markets — Analyst<\/span><\/i><\/p>\n

Shweta Khajuria<\/b> — <\/span>Evercore ISI — Analyst<\/span><\/i><\/p>\n

Scott Rosenberg<\/b> — <\/span>Senior Vice President, General Manager, Platform Business<\/span><\/i><\/p>\n

Cory Carpenter<\/b> — <\/span>J.P. Morgan — Analyst<\/span><\/i><\/p>\n

Michael Nathanson<\/b> — <\/span>MoffettNathanson — Analyst<\/span><\/i><\/p>\n

Ruplu Bhattacharya<\/b> — <\/span>Bank of America Merrill Lynch — Analyst<\/span><\/i><\/p>\n

Steve Cahall<\/b> — <\/span>Wells Fargo Securities — Analyst<\/span><\/i><\/p>\n

Shyam Patil<\/b> — <\/span>Susquehanna Financial Group — Analyst<\/span><\/i><\/p>\n

Alan Gould<\/b> — <\/span>Loop Capital Markets LLC — Analyst<\/span><\/i><\/p>\n

Jason Helfstein<\/b> — <\/span>Oppenheimer & Co. Inc. — Analyst<\/span><\/i><\/p>\n

Jason Bazinet<\/b> — <\/span>Citi — Analyst<\/span><\/i><\/p>\n

Rich Greenfield — LightShed Partners — Analyst<\/b><\/p>\n

\n

More ROKU analysis<\/b><\/p>\n

\n","protected":false},"excerpt":{"rendered":"

\u524d\u56de\u306eRoku, Inc (ROKU) 2021\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002 \u9593\u9055\u3063\u3066\u3044\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u306e\u3067\u53c2\u8003\u7a0b\u5ea6\u306b\u3057\u3066\u304f\u3060\u3055\u3044\u3002 \u30ed\u30af(NASDAQ:ROKU)2021\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a 2021\u5e748\u67080 … <\/p>\n","protected":false},"author":1,"featured_media":270,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[72],"tags":[124,125,84,77,105,87,83],"class_list":{"0":"post-269","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-72","8":"tag-roku","9":"tag-125","10":"tag-84","11":"tag-77","12":"tag-105","13":"tag-87","14":"tag-83"},"yoast_head":"\n\u3010\u548c\u8a33\u3011Roku, Inc (ROKU) 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