The Roku channel, the core channel where they can sell advertising for the highest margins, total, our stream were up 90%. That's a huge number. So their bets on original content on their own channel, not just licensed programming, are at least for now starting to pay off. We are starting to see signs that Roku is a more cyclical business than we want to believe. Next quarter will be instructive. How well they do in the holiday quarter amid this horrible guidance is going to be pretty instructive.
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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