Today’s Videonuze pod (http://www.videonuze.com/article/videonuze-podcast-457-roku-s-dan-robbins-explains-company-s-ctv-advertising-strategy) had some powerful insights on ROKU, the Roku Channel, and demand for ad-supported OTT content. E.g.:
“Free is the number one search term on $ROKU.” (!)
“87% of $ROKU users say they would pay no amount of money to remove all ads on our platform.”
Long-term bullish for RAMP, ROKU, and a stock that starts with NF and ends with LX.