This chapter explores Roku's pivotal role in the streaming industry, emphasizing its impressive user engagement and the complexities of its business model. It outlines Roku's profitability challenges, detailing its partnerships with various streaming platforms, as well as its evolving content strategy. The discussion also compares Roku's operational approach to other tech giants, shedding light on the influence of leadership and market dynamics on the company's future.
(00:21) Kirsten Guerra and Mary Long discuss:
- Why SuperMicro stock is down bad after boasting nearly 150% revenue growth.
- Whether Airbnb's slump is due to a company problem or a macro one.
-The importance of celebrating wins, even when you’ve got losses.
Then, at (15:59), Rick Munarriz and Ricky Mulvey take a look at Roku, and what needs to happen for the company to finally turn a profit.
Companies mentioned: SMCI, NVDA, META, ABNB, AXON
Host: Mary Long
Guests: Kirsten Guerra, Rick Munarriz, Ricky Mulvey
Engineers: Dan Boyd, Austin Morgan
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