Latest ideas and analyses related to connected TV

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ROKU

+16 pts



top highlights: * apple IDFA changes compel advertisers to go to Roku since it owns its 1P data * Roku's platform monetization is strong despite...

By ygenyk24 on Nov. 6, 2021, 10:16 p.m.
Tagged topics: digital advertising , connected TV , supply chain constraints , tough comps , earnings miss , attractive valuation

Views: 6, Votes: 2, Responses: 0, Attachments: 0
ROKU

+53 pts



$ROKU supply chain headwinds and tough comps from 2020 pull-forward will pass, valuation appears attractive

By labjordan on Nov. 4, 2021, 11:29 a.m.
Tagged topics: digital advertising , connected TV , supply chain constraints , tough comps , earnings miss , attractive valuation

Views: 230, Votes: 8, Responses: 1, Attachments: 3
ROKU , VZIO

+36 pts



$ROKU $VZIO - supply chain headwinds may weigh on net adds but there's likely upside to ARPU

By junkfoodlover on Oct. 27, 2021, 1:40 p.m.
Tagged topics: ARPU , connected TV , supply chain constraints , earnings preview

Views: 61, Votes: 3, Responses: 0, Attachments: 2
AMZN , ROKU , VZIO

+43 pts



JP Morgan believes $AMZN TV will have limited impact on $ROKU and $VZIO

By puckerman17 on Sept. 13, 2021, 5:50 p.m.
Tagged topics: growing competition , connected TV , JP Morgan , Amazon TV

Views: 554, Votes: 6, Responses: 0, Attachments: 2
ROKU , AMZN

+30 pts



$ROKU - Deutsche says AMZN's NFL deal is good for streaming players like ROKU by further increasing connected TV penetration

By realjoe on March 19, 2021, 10:48 a.m.
Tagged topics: streaming , connected TV , Deutsche Bank , Thursday Night Football , live sports , CTV penetration

Views: 235, Votes: 1, Responses: 0, Attachments: 1
ROKU

+62 pts



$ROKU - Needham says investors are still undervaluing Roku's TAM expansion

By realjoe on March 11, 2021, 10:34 a.m.
Tagged topics: valuations , streaming , digital advertising , connected TV , TAM expansion , Needham

Views: 143, Votes: 1, Responses: 0, Attachments: 8
ROKU

+31 pts



$ROKU - still a lot of bulls post Q2, but the bears seem to be winning today

By bbern3 on Aug. 6, 2020, 10:59 a.m.
Tagged topics: valuations , MAU , connected TV , earnings results

Views: 128, Votes: 1, Responses: 0, Attachments: 8
ROKU

+30 pts



$ROKU - some positive data points from recent analyst checks

By mooreideas on May 27, 2020, 12:04 p.m.
Tagged topics: connected TV , COVID-19 , CPM , post-COVID

Views: 229, Votes: 3, Responses: 0, Attachments: 0
TTD

+31 pts



Neat accelerating growth for shares to move higher

By puckerman17 on Feb. 24, 2020, 4:53 p.m.
Tagged topics: international growth , connected TV , Q4 results

Views: 138, Votes: 1, Responses: 0, Attachments: 0
TTD

+32 pts



4 takeaways from product demo at TTD's NYC office

By bbern3 on Dec. 16, 2019, 1:26 p.m.
Tagged topics: product demo , Next Wave , ad tech , forecasting module , Bryce Poll , connected TV

Views: 439, Votes: 2, Responses: 0, Attachments: 0