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SHU Portfolio: Roku Rockets

August 19th, 2018 · No Comments

  • 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 gains on smart TVs.
  • The Roku Channel constitutes a platform in itself, brings multiple advantages and could function a little like a hedge should competition eat into their TV platform lead in the future.

Source: SHU Portfolio: Roku Rockets – Roku Inc. (NASDAQ:ROKU) | Seeking Alpha

Tags: ROKU