$ROKU Didn't get a chance to get into much details yet (maybe this weekend).
Below highlighted were just some concerns from the income statement based on the 1st look. Any Roku experts here that can answer any of these Qs.
Below highlighted were just some concerns from the income statement based on the 1st look. Any Roku experts here that can answer any of these Qs.
Keeping aside the qtr to qtr beats & misses and stock price reactions, with so much CTV tailwind I'm more interested in
-Evolving Competition in Smart TV and how their partnerships are going.
-General trend of Active Accounts, engagement & ARPU trends (post COVID)
-Evolving Competition in Smart TV and how their partnerships are going.
-General trend of Active Accounts, engagement & ARPU trends (post COVID)
-Platform Revs, growth and Margins. Ad Partnerships.
-Traction on (& value) from the investments on ROKU channel.
-How they navigate the evolving CTV advertising landscape and competition from Amazon/Google.
-Traction on (& value) from the investments on ROKU channel.
-How they navigate the evolving CTV advertising landscape and competition from Amazon/Google.
Personally, I wouldn't mind buying more of this Company around 10 times NTM Gross Profit (unless GMs start to consistently downtrend).
With so much growth ahead and in hands of good Management (as long as they're hyper focused on partnerships, Competition, Content, CTV trends...) my expected holding time is easily 5+ years. Let's see if they give me reasons not to do that.
(not rec, DYDD)
END.
(not rec, DYDD)
END.
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