67% of Roku’s revenue was driven by the advertising and services business
OTT streamers will need distribution.
cheddar.com/media/why-roku…
*GM = "low sixties."(assume 63%)
*"ARPU was about $20 on a trailing 12-month basis."
*30.5M active accounts, 4.8% higher than in Q1 2019
What ~ was CAC per gross addition?
How many months ~ to pay back CAC assuming churn is 1% a month? .5% a month? 2% a month?