Roku Inc - Class A

**$ROKU** is in all sorts of trouble this year but it’s ability to add new users (though by selling hardware at a loss) and increasing ARPU in a very tough macro environment is worth paying attention to. 

Is **$ROKU** dead or will it make a comeback when the macro environment normalizes? 

I own it but haven't added recently. Their entry into the smart home stuff is a little strange and possibly desperate.
[https://www.roku.com/products/smart-home](https://www.roku.com/products/smart-home)
I don't personally see myself buying any of this stuff and would probably go to another brand (like Google Home) first.

Joshua Simka

I own it too. No adds for me either. For me **$ROKU** thesis comes down to wether it can maintain its leadership position in the connected TV market when add $$ transfer from linear TV. 

End of the day what matters is how many eyeballs **$ROKU** can get and how well it monetizes them. 🤞

Umer

It says the products are compatible with Google Home and Alexa so that’s interesting.

Jonathan Garcia

$ROKU 

This member connected a brokerage account and is sharing trades and portfolio performance with the community. 

Author

Related