Today’s Videonuze pod ( 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.