InvestorsHub Logo
Boards
News
Market Data
Markets
Discover
Discover
Subscribe Login/Register
S&P 500
5,488.99
(
0.11%
)
US TECH 100
19,249.60
(
-0.08%
)
Dow Jones
39,209.51
(
0.12%
)
Brent Oil
84.97
(
-0.53%
)
Bitcoin
60,764.70
(
-1.37%
)
Post# of 438
Next 10
Reply Private New
Public Reply Private Reply New Post
Keep Last Read
Replies (1) Keep Next 10 Report Keyboard Shortcuts
Replies (1) Next 10 Prev Next

DanWebzster

Send PM Follow Ignore
Followers 10
Posts 1060
Boards Moderated 2
Alias Born 09/04/2000

DanWebzster

Member Level

Re: DanWebzster post# 177

Monday, 05/28/2018 1:16:45 PM

Monday, May 28, 2018 1:16:45 PM

Post# of 438
ROKU 5/18 Citron announced they had covered their short and went long

ROKU is the only pure play OTT player that generates ad rev.

ROKU reported $225mn in ad revenue during 2017. The TAM is ~70B

The Disney acquisition of DTC streaming service BAMTech implies that ROKU MC should approach $500 per subscriber

ROKU would be a natural choice for a take-out by NFLX.

2/5/8/11 week #2
Public Reply Private Reply New Post
Keep Last Read
Replies (1) Keep Last Read Next 10 Report Keyboard Shortcuts
Replies (1) Next 10 Prev Next

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.

Sign Up