Motley Fool Money Should Netflix Buy Roku?
Jun 8, 2022
Asit Sharma, a Senior Analyst at Motley Fool, dives into the intriguing prospect of Netflix acquiring Roku. He analyzes whether this move could help Netflix tackle its ad challenges and why Roku's stock remains expensive. Meanwhile, Jason Hall, a Motley Fool contributor, shares his bullish perspective on the homebuilding sector, discussing current inventory shortages and market resilience amid rising interest rates. Together, they navigate the strategic implications of tech partnerships and the future of housing construction.
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Netflix at a Crossroads
- Netflix faces challenges with subscriber growth and competition.
- Acquiring Roku could give them access to ad revenue and data.
Roku's Strengths and Weaknesses
- Roku's device sales are declining due to supply chain issues.
- However, their advertising business with large clients is thriving.
Roku Acquisition Cost
- Roku's stock has fallen significantly but is still a $14B company.
- An acquisition would be a costly but potentially beneficial move for Netflix.
