Motley Fool Money "The clock is ticking."
Nov 3, 2022
Tim Beyers, an investment analyst at The Motley Fool, and Ben Foldy, a Wall Street Journal reporter and host of Bad Bets, dive into the cyclicality of Roku's market performance and Peloton's inventory challenges. They discuss Fastly's commitment to growth amidst volatility and explore Nikola's journey in hydrogen fuel technology compared to electric vehicles. Foldy emphasizes the importance of developing hydrogen infrastructure for future transport solutions, shedding light on the changing landscape of the automotive industry.
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Roku's Current State
- Roku is experiencing a decline due to softening advertising demand, particularly from consumer goods companies.
- However, user engagement remains strong, suggesting the platform's long-term value.
Roku in a Cyclical Market
- Roku's advertising struggles reflect broader economic concerns, such as decreased consumer spending and the decline of specific advertising categories like cryptocurrency.
- Despite this, Roku's own channel and original content are performing well.
Roku Investment Advice
- Investors should consider Roku's apparent cyclicality, tied to advertising cycles.
- Monitor its holiday quarter performance, given the weak guidance, to assess its resilience.