Tim Beyers: roku is a business and a stock that could use some caffeine of its own. Third quarter revenue was higher than expected for roku, but guidance for the fourth quarter has the stock down more than 12% this morning. The softening in demand for advertising that we've all been expecting is hitting them particularly hard.
Some companies have bright futures, while others simply run out of time.
(0:21) Tim Beyers discusses: - Roku having more cyclicality than investors might expect - Whether Peloton can produce lower inventories over the holidays - Fastly's CEO declaring a commitment to growth
(15:26) Ricky Mulvey continues his conversation with Ben Foldy (Wall Street Journal reporter and host of the podcast Bad Bets) about the current state of Nikola and the rising interest in hydrogen-powered vehicles.
Companies discussed: ROKU, DIS, NFLX, PTON, FSLY, NB, NKLA, BMWYY, TM
Host: Chris Hill Guest: Tim Beyers, Ben Foldy Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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