Neil's avatar
$18.6m follower assets
Streaming wars
The more the merrier for the likes of $ROKU and $TTD

Ad supported tiers will be a common thing across all big streaming giants and these two will benefit from it greatly (so will the consumer).
Josh Kohn-Lindquist's avatar
I'm curious to see how the allocation of spending will break out between these two same companies.

Like $NFLX, for example, already has historical ties to $ROKU, but $TTD seems like quite a force in the CTV space of late as well.

Does Roku's ties to the streaming industry give it a leg up, or does Trade Desk's massive customer base make it more interesting?
Neil's avatar
@joryko I would expect them to use a bit of both
Rihard Jarc's avatar
Ad models are the only real way streamers can transform and keep a profitable and sustainable business model.