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ROKU
NASDAQAnalystsHold19+1%Communication Services · Interactive Media & Services
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Structural: ~90M Streaming Households, #1 US smart-TV OS share, ~30B hours streamed annually. Platform revenue ~85%+ of mix, Devices is a customer-acquisition cost line. The Roku Channel is now a top-5 streaming app by reach - owned-and-operated ad inventory the company captures 100% of vs ~20% rev-share on third-party apps.
Bull case:
Bear case:
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Long-form analysis touching ROKU
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