> I would guess most Roku users aren't using a box these days.

Sure I guess. But those devices objectively suck. the CPU and storage in "smart TVs" are so underpowered that using streaming apps on them is painfully sluggish.

For comparison, I've used the "Chromecast with Google TV" (a $50ish at its release 4k streaming stick that uses the 'Google TV', fka 'Android TV' platform) and a Sony TV on the same platform, released the same year. The Sony UI is a lot more sluggish than the Google stick device. Also tested running an SNES emulator. The Google device can easily do it, the Sony TV can't keep up even on a basic game like Super Mario World.

And then of course, on the other end of the spectrum, the Apple TV exists, which specs-wise can easily play 3D racing games at a fine framerate.