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Entries Tagged as 'ROKU'

SHU Portfolio: Roku Rockets

August 19th, 2018 · Comments Off on SHU Portfolio: Roku Rockets

The company had another fantastic quarter driven in equal measure by platform active user growth and ARPU growth. The tailwinds of shifting towards OTT will be blowing for years to come. We think the shares will continue to rocket as long as the competition doesn’t make any serious inroads into their platform growth, especially their […]

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Tags: ROKU

Roku Powers Ahead

June 15th, 2018 · Comments Off on Roku Powers Ahead

Multiple tailwinds are blowing in favor of Roku, like cord cutting, advertisers following viewers to OTT and TV brands giving up on their own platforms. Its asset light platform business is the market leader and well positioned, but there is little stickiness and future success isn’t guaranteed. Its platform revenues grow at triple digits, producing […]

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Tags: ROKU · SHU Portfolio