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Here is an article that I wrote for seekingalpha. The short version upshot of this article is the two key areas to watch with Roku is how monetization measured by ARPU is trending within the USA & Canada, and secondarily how International market share growth is trending. Roku seems pretty close to saturating the US and Canadian what we want to see in the USA is increased monetization. Overseas, Roku is nowhere close to saturating the market, so overseas, we want to see market share growth.

From a article titled Roku: An Over-The-Top Service by Myself:


Investors typically mistake Roku as a company selling only low margin hardware but Roku derives most of its revenue through advertising.

Roku needs to improve its monetization to improve its future valuation.

Roku's business is being accelerated long-term by the COVID pandemic.

Roku has a large international opportunity ahead of it.

Roku has undervalued stock price in comparison to its potential growth as both a leading content aggregator and a leading advertising platform in Connected TV.

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