This week, Ann sits down with Roku CFO Dan Jedda to discuss the company’s content strategy, growth in ad revenue, and new products designed for small and medium-sized business clients. The episode explores whether TVs will ever be profitable for Roku, the role of ads in Roku City, and how partnerships with Instacart and Trade Desk are shaping the company’s future.
$ROKU
00:00 START
00:33 Roku’s Revenue Streams
02:02 Roku’s Advertising Strategy
05:17 Financial Performance and Future Growth
10:30 Ad Partnerships and Innovations
14:12 Targeting SMB
18:54 Roku’s Competitive Advantage and Moat
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