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TIVP029: Roku (ROKU): Forgotten Streaming Giant w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahnke break down Roku (ticker: ROKU), an aggregator of digital content in the world of TV streaming, with a footprint in nearly 90 million households. Roku is the gateway to streaming, and its devices have famously turned any TV into a Smart TV, but now Roku does much more than that.
In this episode, you’ll learn why the market has soured on Roku, how much its honeypot of first-party data could be worth, how Roku makes money for driving subscriptions to services like Disney+, how Roku is monetizing its uniquely positioned business, what has powered The Roku Channel’s surge toward ad-supported streaming dominance, plus so much more!
Prefer to watch? Click here to watch this episode on YouTube.
IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
01:34 - How Roku is a unique combination of being like a streaming service, device manufacturer, and digital advertising exchange.
03:38 - Why Roku’s financials look so poor and why the market has soured on Roku post-pandemic.
10:21 - How Roku has been able to sustain its massive market share over competitors like Amazon and Google in connected streaming.
21:24 - Why Roku’s intrinsic value is so volatile given small changes in assumptions about its future.
23:21 - What makes Roku’s founder/CEO so special.
51:07 - Why Roku may be sitting on a gold mine of digital real estate.
01:00:01 - The biggest competitive threats facing Roku.
01:08:20 - Whether Shawn and Daniel add Roku to their Intrinsic Value Portfolio.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
SPONSORS
Support our free podcast by supporting our sponsors:
Harvest Right
Connect with Shawn: Twitter | LinkedIn | Email
Connect with Daniel: Twitter | LinkedIn | Email
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
View all episodes
By The Investor's Podcast Network
4.6
545545 ratings
Shawn O’Malley and Daniel Mahnke break down Roku (ticker: ROKU), an aggregator of digital content in the world of TV streaming, with a footprint in nearly 90 million households. Roku is the gateway to streaming, and its devices have famously turned any TV into a Smart TV, but now Roku does much more than that.
In this episode, you’ll learn why the market has soured on Roku, how much its honeypot of first-party data could be worth, how Roku makes money for driving subscriptions to services like Disney+, how Roku is monetizing its uniquely positioned business, what has powered The Roku Channel’s surge toward ad-supported streaming dominance, plus so much more!
Prefer to watch? Click here to watch this episode on YouTube.
IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
01:34 - How Roku is a unique combination of being like a streaming service, device manufacturer, and digital advertising exchange.
03:38 - Why Roku’s financials look so poor and why the market has soured on Roku post-pandemic.
10:21 - How Roku has been able to sustain its massive market share over competitors like Amazon and Google in connected streaming.
21:24 - Why Roku’s intrinsic value is so volatile given small changes in assumptions about its future.
23:21 - What makes Roku’s founder/CEO so special.
51:07 - Why Roku may be sitting on a gold mine of digital real estate.
01:00:01 - The biggest competitive threats facing Roku.
01:08:20 - Whether Shawn and Daniel add Roku to their Intrinsic Value Portfolio.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
SPONSORS
Support our free podcast by supporting our sponsors:
Harvest Right
Connect with Shawn: Twitter | LinkedIn | Email
Connect with Daniel: Twitter | LinkedIn | Email
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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