|Just glancing at your portfolio, I noticed this one.|
ROKU - they do streaming TV? Isn't that commoditized? We recently moved from overseas, and bought new TVs. We have Netflix, Apple+, Paramount+ (free with T-Mobile), HBO Max (free with T Fiber) and we pay for Disney+.
The only one we pay for is Disney+, and we pay a bit ($4 per month) to get a second Netflix screen (we get the first one free with our T-Mobile cell phone plan).
How does ROKU fit into this streaming mess? With Netflix collapsing, and everybody offering a streaming service, what's the ROKU long term competitive advantage?