Roku, Inc. Class A Common Stock

The Trade Desk, Inc.

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).

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?

Josh Kohn-Lindquist

Streaming wars

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