Former Senior Director at Roku Inc
- Roku's (NASDAQ: ROKU) operating environment – account and ARPU growth expansion prospects for next 12-18 months
- Sizing revenue TAM based on CTV (connected TV) adoption, distribution dynamics with content producers and competitive landscape, highlighting Amazon (NASDAQ: AMZN) and Netflix (NASDAQ: NFLX)
- Ad-supported portion of ARPU and international mix’s impact
- Outlook for Q4 2021 and beyond – content investment focus areas around Quibi, plus downside risks
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