Former executive at Roku Inc
- Roku’s (NASDAQ: ROKU) operating environment – ad spend and viewership dynamics
- Competitive threats from OEM disintermediation, Amazon (NASDAQ: AMZN), Disney (NYSE: DIS), Google (NASDAQ: GOOGL), Apple (NASDAQ: AAPL) and others
- Leadership changes and content development focus
- Smart home products push and company appetite for M&A
- Outlook for 2023 and beyond, highlighting smart home product push, M&A and active account growth
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