Roku, Inc. Class A Common Stock

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If you believe a weaker consumer will downgrade to the cheapest TV then yeah maybe it can grow sales at a higher rate than competitors. I also am nervous as I’ve recently learned Amazon has their own Fire TVs & Walmart now has hardware with the Onn brand. If being the cheapest hardware is core to adoption of Roku then I am worried larger players can make their hardware a loss leader to undercut Roku on pricing. 

Pat Connolly

Do any $ROKU bulls think TV shipments will go positive and keep growing?

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