this has turned into a quite an interesting thread and i am really enjoying the discussion of roon's business model. here is my armchair, big-picture take:
in the audiophile / high-end segment of the market roon has proven to be an
extraordinarily disruptive company… with a roon subscription it is no longer a necessity for this market segment to adhere to any specific topology or to buy specialized audio equipment in order to play their locally stored or streamed music files... it is now a choice.
basically, for $9.99 per month roon has provided subscribers the freedom to design and configure their file-based, digital back-end in any fashion that makes sense for them. these subscriber solutions can range from costless by simply installing roon on an existing computer and pointing it to a playback endpoint to costing many multiples of $10k by opting for bespoke servers, high-end streamers/transports, etc.
furthermore, in creating a high-quality product with a great UI and UX they are the market leader and the de-facto go-to software — their brand awareness and recognition are high. realistically, any company wishing to sell digital playback hardware in meaningful unit quantities absolutely must take roon into account. and, for those companies wishing to have networked products this means becoming roon-certified. sure, its a PINTA and takes time + resources to do it right and, thereby, do right by their own customers.
so, roon is in a position to significantly influence not only the market for playback software but, more importantly for the discussion here, the market for playback hardware. from this perspective, it is easy to understand the discomfort of the entire hardware manufacturing/distribution chain. simply put, roon in empowering their customers has altered the trajectory of this market segment and, thereby, its economics …no wonder they are now a target.
and, as they say: therein lies the rub.


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as some what of an aside: being someone knowledgeable about software development and having been involved in the ecosystem of early-stage, startup companies, roon is the poster-child for how to do things right. from identifying a large addressable market to executing on a plan to monetize the opportunity to being capital efficient to building market share and brand recognition to almost any metric relevant to the success of a start-up they have succeeded… wildly.
their masterstroke was the release of ROCK which opened an almost limitless number of hardware options for roon subscribers. i view it as being as important to roon as was apple's decision in the early days of the iPhone to open up app development to third party companies and provide them with an SDK to build apps.
and, if nothing else you have to admire this.