Roku – Advertising Revenue Trajectory & International Expansion Prospects – 12 October 2021

  • Public Equity
  • TMT
  • North America


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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