$VIZIO Holding(VZIO)$ $沃尔玛(WMT)

Vzio 1Q24 Device revenue -16% YoY Smart TV shipments -14% YoY "Shipments for Smart TVs and sound bars decreased compared to the same period in 2023 primarily due to challenging consumer demand."

$Roku流媒体(ROKU)$

1Q24 Device revenue +19% ASP +34% Volume of devices shipped +1%

"The increase in the volume of devices shipped was mainly due to higher sales of Roku-branded TVs offset by lower sales of streaming players, audio, and smart home products."

还是有优势的