Joe Frankenfield

Joe Frankenfield, a Portfolio Manager at Saga Partners, shares his insights on Roku's transformative journey in the streaming landscape. Discover how Roku evolved from a simple device for Netflix to the leading smart TV platform in the U.S. The discussion highlights Roku's revenue growth, emphasizing the significance of advertising and subscriptions in its business model. Learn about Roku's strategic advantages, its user-friendly design, and how innovative leadership has propelled its market supremacy, all while navigating competitive challenges.