- 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.
SHU Portfolio: Roku Rockets
August 19th, 2018 · No Comments