What did you think of the Roku results? I thought it was a mixed bag. I didn't like the slowing user growth and lower streaming hours but I liked the strong ARPU, platform revenue, and solid guidance. The COVID comps are tough to deal with. I might reduce my 10% position to 6-7% and add to a higher conviction SaaS favorite.
What did you think of the Roku results? I thought it was a mixed bag. I didn't like the slowing user growth and lower streaming hours but I liked the strong ARPU, platform revenue, and solid guidance. The COVID comps are tough to deal with. I might reduce my 10% position to 6-7% and add to a higher conviction SaaS favorite.
Good update, cheers!