Ricky Mulvey has a bull versus bear debate on the digital media player business currently facing a tough advertising landscape. Ryan Henderson and Jose Noharo, analysts at Cowen & Co., will decide which side they'll take. Roku is the leading connected TV platform in the US and Canada by a wide margin. It's also apparently a smart home camera business been struggling down 80% this year.
Google's parent company disappointed Wall Street, but share buybacks continue.
(0:21) Bill Mann discusses: - Alphabet being a strong business, despite recent downturns - Spinning off YouTube being an idea that doesn't make sense - Visa wrapping up the fiscal year in strong fashion - CEO Al Kelly being among those who do not expect a recession in 2023
(10:56) Shares of Roku have fallen more than 75% year to date. Ryan Henderson and Jose Najarro engage in a bull vs. bear debate over the digital media player company.
Companies discussed: GOOG, GOOGL, V, MA, ROKU, NFLX
Host: Chris Hill Guest: Bill Mann, Ryan Henderson, Jose Najarro Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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