VIZIO Stock Discussion

Groups argue Walmart's acquisition of Vizio may worsen concentration, data hoarding, and privacy issues, potentially harming consumers and the free market. They believe Walmart shouldn't consolidate its monopolistic powers at others' expense.

Walmart's acquisition of Vizio is a strategic move to boost its advertising platform and leverage the growth in connected TV. The deal will give Walmart access to Vizio's operating system and viewer data for more precise ad targeting.

Analysts suggest that the Vizio deal poses a significant risk for Roku, necessitating a strategic repositioning. They also believe Roku's major channel partners, Walmart, Best Buy, and Amazon.com, are unlikely to buy the company.

Walmart has agreed to buy TV maker Vizio, the companies announced Tuesday, as the largest U.S. retailer grows its high-profit ad business.
Walmart will acquire Vizio for $2.3 billion, or $11.50 per share, in cash. Vizio shares, which spiked after reports of the deal first emerged last week, closed at $9.53 on Friday.
The big-box retailer announced the acquisition as it reported fourth-quarter earnings.
Walmart and its Sa...

Analysts worry that Roku's growth momentum may be hindered by the entry of another major competitor. Walmart's acquisition of Vizio is seen as a significant challenge for Roku, as Walmart is a key sales channel for Roku's TVs.

Analysts believe the acquisition is about more than hardware, it's about gaining access to Vizio's operating system and viewership data. This could be bad news for Roku, as Walmart may favor Vizio if owned in-house, but Roku's larger scale makes a complete shift unlikely.

VIZIO Holding's low ROE and decreased net income raise concerns about its growth. Retaining profits amid these issues suggests inefficiency, casting doubt on expected earnings growth rate.