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Roku Powers Ahead

June 15th, 2018 · No Comments

  • 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 considerable gross margin expansion with profitability in mid-term sight.
  • We’ll likely take an initial position for the SHU portfolio.

Source: Roku Powers Ahead – Roku Inc. (NASDAQ:ROKU) | Seeking Alpha

Tags: ROKU · SHU Portfolio