Roku, Inc.
Long
Updated

Roku Long

165
Note
Management indicated that this quarter, video ad sales more than doubled, and have been consistently strong for several quarters.Content distribution, which includes revenue sharing from SVOD [streaming video on demand] and TVOD [TV on demand] purchases on the platform, is a little lumpier due to revenue recognition and grew closer to account growth. It will be a good buy at this ~40 as the potential to upside is tremendous.

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