The Dan Rayburn Podcast

Episode 18: Detailing The Challenges and Opportunities in Roku’s Business

April 17, 2022 Dan Rayburn
The Dan Rayburn Podcast
Episode 18: Detailing The Challenges and Opportunities in Roku’s Business
Show Notes

This week we breakdown Roku’s business model discussing their challenges but also the large opportunity they have in the market when it comes to the strength of their advertising platform. We also discuss Roku’s ARPU, international growth and the success they have seen in their OS platform for TV manufacturers. We also highlight some AVOD news in the market and discuss Netflix adding an ad supported tier (before Netflix earnings came out).

Companies, and services mentioned: Roku, HBO Max, Hulu, Netflix, Apple, Facebook.

Questions or feedback? Contact: dan@danrayburn.com