If you believe in the future of connected TVs, ROKU is a winner. I have ROKU stock in my portfolio on Public.com Get your free stock worth up to $1000 at tickersymbolyou.com/public once you open an account!

That was the best breakdown of ROKU I've seen thus far, great DD and work Alex...Thank you as always

I have used pretty much every tv platform either through work or friends/family, and Roku is hands down the greatest, imo.

Absolutely love this channel, THANK YOU!!

Great job! Well researched. Thank YOU! 😁

LOVE THIS. Thank you Alex. It took me quite a long time to understand Roku - it is truly not an easy business but once I got it it was like a million lightbulbs going off.

It’s incredibly impressive to me how the roku streaming stick is only the size of a USB but is able to run the roku software REALLY fast. It’s so much snappier than my android tv’s built-in OS. Its actually nuts.

Amazing video once again. You always nail it with the key questions and theses with these investment cases.

Phenomenal video. Great job. You make some of my favourite, and most informative videos.

Thanks Alex, another great breakdown!

Their new units are very good and getting better. Extremely user friendly and super portable.

Great video Alex. You asked for video suggestions in a previous episode and delivered this detailed dive into ROKU which I asked for. 👏👏👏👏 SE next???

Great analysis and you’re absolutely correct about ROKU dominating in the USA. In the past I used both the Amazon firestick and Goggle Chromecast. ROKU in my experience is superior to both. It’s one of many reasons why I bought a top of the line 75 inch TLC widescreen just over a year ago which has the ROKU operating system built in. As you mentioned it’s all about the software and it works seamlessly with my TLC to give a very pleasant viewing experience. It’s also very easy to use and never had an issue with it.

Ahh man you’re my new fave channel! Thanks for the deep dive!

Another great video, thank you.

Best explanation of Roku that I have ever heard ! I feel like I understand the space so much better, Thank you for doing the research that I haven't found time to do.

@TickerSymbolYOU

2 жыл бұрын

My pleasure. That's exactly what I'm here for!

We've had other devices for streaming Sansung tv, xbox, PS4 and even the Firestick. Roku has been by far our favorite device. Although just recently our roku has been overheating. I really hope Roku turns it around.

Incredible work yet again. Keep it up, Alex!

Alex, fantastic video. I have been a Roku investor for ages. This is a long term hold for me and I appreciate the detail you just provided. I just added to my position at 110 and 127.90. Thank you.

I love your content! I feel that you're very well researched. Content has helped me tremendously and my investing and my general knowledge of the tech sector and innovation in general. Please please keep making all this great content! Appreciate you...

Great explanation sir.

I choose ROKU for the fact of its independent ecosystem from apple or google.

I used to be a devoted Roku user for over 10 years. Last year with its issues with KZread TV I decided it was time to dump my Roku's and get Chromecast with Google TV devices. Have not regretted it in the least bit.

While, I understand that this video is more about an evaluation of Roku stock and less about its streaming players. About 5-years ago decided to by a new streaming player and, I needed to select between the Apple TV box and a Roku Ultra unit. However, around this same time Apple, Inc. decided to permit Roku to use their Apple TV plus software to gain users. So, by going with Roku, I got the best of both worlds all my years of iTunes movie and TV shows, and all the other services on the Roku platform at a lot lower price than for an Apple TV box (smile...smile).

Thank you Alex for your excellent analysis. I have a burning question: every time when I watch KZread on my Roku tv I am wondering is this ad initiated by Google or by Roku? How would they split the revenue? Could you shed some light?

You are f’n awesome man. Keep it up . I can tell you put so much into this. Such passion!

Thank you I will add this to my crash list and definitely buy some when the price drops a lot more.

Thank you timez’ a million for this info. TOTALLY dig the content. Just yesterday, cancelled Xfinity cable, phone and voice bs they offer. Just use Xfinity wifi and eero, just need to pick up Roku, saving my family a couple hundred every month that I’ll dca into Roku 💯💯❤️

I think a lot of the recent ROKU hate are from Palantir zealots who are still mad about ARK selling their position. I’ve used all of the ROKU alternatives, and ROKU by far was the best.

@TickerSymbolYOU

2 жыл бұрын

I've had a few smart TVs as well and every OS on them is crappy... except Roku's because it's built for TVs. Imagine that.

@Steve-nb9kg

2 жыл бұрын

Yes, my 2013 TV is pretty much useless for running apps. Plus the apps are buggy anyways. I only use ROKU as the UI and streaming is way better.

I've been using ROKU since it's was known as the Netflix box. Since ditching cable everything we watch is on it. Netflix, Hulu, Amazon video, KZread and some of the other free apps..I'm watching this video now using my ROKU Ultra.

Good video

More Deep dives into stocks ! This timeframe is perfect to compare the stock's Financial changes in valuation and of whats going on with company events ETC, since the big Correction.

I use Roku at home but had no idea they operated like this. Thanks for the informative video!

Nice video! Could you make a video about $PSTI as well? Their cell expansion technology seems to be very promising.

The dramatic music and the start and end of the video is awesome Like we're about solve the mystery of the stock with science and investigation skills Good stuff mate Looking forward to future videos

@TickerSymbolYOU

2 жыл бұрын

Trying to mix it up! Glad you enjoyed

@saistark6899

2 жыл бұрын

Like and reply from the OG It's dope man, deep dives and long interviews are great as well Hope this channel gets more attention

@Financefangirl69

2 жыл бұрын

@@TickerSymbolYOU the music confused me and I paused the vid to figure out where it was coming from 🥴

Definitely great info to know. I didn’t know a lot of this stuff about Roku, I had no idea about the advertising data, so great research! Gotta say I have a TCL Roku TV and it sucks though, ended buying an AppleTV for my other TVs because they just worked better.

@MoMo-00

2 жыл бұрын

What about it sucked, and what about the Apple TV was better?

Preach it brother!

Great video! But I have to say I own all roku tvs and I still use Apple TV because it is so smooth and quick compared to the roku system.

Waiting for your deep dive on UiPath :)

Any thoughts on TTD? Used to be an ARK stock but for some reason it fell out of favor

I hope you are right, I'm down around 40% on it, it was one of my larger positions, not anymore and not because I sold any shares lol.

@kevinbingham3241

2 жыл бұрын

I am in the same boat. Big difference from 490. Buy and hold. We will be thankful some day.

I agree with comments here - best Roku video ive seen as well.

Great video

@TickerSymbolYOU

2 жыл бұрын

Glad you enjoyed it

Epic breakdown. Now i get why ark is so into roku. It makes sense now. Thank You!

Great video, as usual.

@TickerSymbolYOU

2 жыл бұрын

Glad you enjoyed it

i've three roku devices & two persistent issues lead me to switch to the firestick. 1) the wifi connection kept saying it wasn't connected but everything else in my home was fine. i include the frozen screen in this one. 2) the remote battery drain issue.

thanks

I see a problem here for Roku, If Roku achieved their data like how Facebook achieve their data there could be catalyst down the road that would cause Roku stock to crash like what happened to Facebook.

Used to have Roku. Received a free Google Chromecast and installed. The first thing I noticed was how much better the picture was on Chromecast. Bright and crisp and brilliant. SO, I thought, maybe my Roku was old and I bought a new 4k unit. Same quality of picture. Sent the Roku back to Amazon and continue to use Chromecast. I will admit, I prefer the layout and functionality of Roku much better, but the picture quality on Chromecast is just so much better.

did Apple TV, and Firestick, have a Chrome stick - but now use Roku 99.99% of the time. The others are gathering dust or tossed in a box.

@TickerSymbolYOU

2 жыл бұрын

Woah, that's wild to hear. What made you choose the Roku?

@TheSulross

2 жыл бұрын

​@@TickerSymbolYOU seems to be more apps for content (compared to Apple TV) and is much more stable than Amazon Firestick - and the Chrome stick was just a joke

Roku just extended its distribution deal w/ Amazon, so amz prime will continue to be featured on Roku units and tvs for a number of years.

@muradshawar

2 жыл бұрын

ROKU is still kind of overvalued at 50$ though it could be a good buy

@muradshawar

2 жыл бұрын

@@rogersmith7808 Roger it seems that we have a miscommunication sir I am referring to the stock price that is overvalued the Roku stock in particular

You are the man! 👏🏻 I had no idea why people used Roku until we got a Roku ultra and all our phones can cast to any TV in the house. Amazing. Why did you tag #bitcoin?

I would like to see if the growth velocity will maintain that pace this year now that restrictions are all lifted and warm weather comes to the US. I think a lot of people will spend more time on average this year outside, not watching television and this may show up in a rapid deceleration of revenue. We’ll see.

What do Roku's unit economics look like (CAC:CLTV, etc)? Their ad spend worries me as compared to the lifetime value of their customer? Has anyone done any analysis on this?

How does this fit with TTD, if it does.?

So I agree, but one issue I see with this is people don’t watch tv as much as they used to; kids these days use their phones tablets or computers? Correct me if I’m wrong.

The idea that Roku has an insurmountable data advantage over Google is laughable.

@jorgebours3691

2 жыл бұрын

Im long Roku and agree the data google has is massive in comparison, but it's much more broad while this is much more focused towards TV, and also their TV advertising system is superior

@rad0512

2 жыл бұрын

A lot can be inferred about TV viewing habits when you have user's search history and emails, plus data from existing Google TVs to cross reference it with. Google's advertising UI could be improved with a trivial amount of software engineering. Other than Google slacking off, I see no real moat for Roku.

I have ROKU tv and i wouldnt be without it

Rokus software is so well optimized that my iTunes library loads faster on my Roku than on iTunes own hardware the Apple TV.

@TickerSymbolYOU

2 жыл бұрын

That's actually pretty wild!

a few years ago, Roku got down to $30. Two years later--$600.

12:00, may i know which website or platform u using to do ur research?

This video was great! Would love to see a video on what has to go wrong for Roku to be a bad investment

@TickerSymbolYOU

2 жыл бұрын

Easy: they burn too much money acquiring new customers and/or first-party content no one wants to watch.

Can you do an update on Roku

Great explanation on why Roku TVs are winning ... low CPU load leading to cheaper TVs with smooth navigation. Can you do an update on how the market is shaping up today? Just walking around Target, Walmart, and Costco, it seems Vizio, LG and the Roku TVs (Hisense, TCL, etc) are dominating even more. Samsung seems lost as they are being forced to slash prices. It seems Samsung is going to try Google TV, but that seems like s lose-lose pairing. Will Fire TVs ever be sold at stores like Target or Walmart? It seems Toshiba now makes Fire TVs, but they only seem available on Amazon. Vizio and LG might be the only brands that can stay independent. I do like Vizio's interface, but the apps are limited.

Cathie Wood sold Palantir to double down on Roku. I didn’t do the same but I bought some Roku only A few shares I could afford. Out of cash.

When Roku is terrible right now. My roku Tv has been constantly rebooting and rebooting every single day I try to watch TV

What is "connected TV"? What is it connected to?

id like to see on the growth of roku where they are going next since usa markets will peak soon, price movement on the stock is all for growth if inflation affects from people buying a tv or a roku stick this would hurt the stock , but also id like to know if inflation goes up and more people decide to stay home instead of going oit that they will watch more tv on rokus platforms, ?

Because of this video I am going to buy Roku device (not stock).

Great analysis. Fast forward just a couple months to late July, and Roku (in my portfolio) took a hell of a hit.

@TickerSymbolYOU

Жыл бұрын

Yeah. I can't control the market. I'm just trying to inform people about the actual company and what it does.

@armstead13

Жыл бұрын

@@TickerSymbolYOU ultimately companies need to back their stories with results, roku hasn't done that lately. they are far down on the advertising ladder

clicked on this video and bought a roku. now to get some stock.

@TickerSymbolYOU

2 жыл бұрын

What do you think of your Roku?!

@cubbyv

2 жыл бұрын

@@TickerSymbolYOU It's great upgrade to my TV for a very low price point. My TV came with an atrocious remote control and the native OS didn't allow me to install some third-party apps like appletv. The voice control is a nice feature. Automatic Volume Leveling is great too, no more getting pissed the f-off when commercials come on. I don't know why I waited so long to get this product. For $30 I solved my shitty remote control problem and I discovered that there was a Foundation tv series.

Great Episode, Better DD than ARK imo.

@MoMo-00

2 жыл бұрын

Where can I find Ark's dd on Roku?

Your video illustrates exactly why Amazon is likely to ditch Android for it's own OS. I was going to buy a Roku express, until I found out that they do not have native VPN apps, rather you must install on your router. I really like both Fire stick and Roku alot though. There's benefits to both.

At 1:39 to 2:10, Samsung is #3. Why didn't you mention them? Is their TV operating system failing? I live in Australia and have a Samsung smart TV that pairs well with my phone. Why would I need Roku?

The problem is roku software looks like it is from 1995. Once you use Apple tv it is hard to look at a roku screen.

The best way to find growth stocks, key features to keep in mind is as follows: 1. Ensure gross margins are greater than 50% 2. Ensure P/E ratio is less than 100 3. Buy companies that are PROFITABLE, very important irrespective of sector. 4. Debt to equity ratio is less than 30% 5. Current ratio is above I 6. and a Float under 100 million One stock that fits the bill is FLGT (Fulgent)

Great vid, I've only ever heard their name and wasn't even positive what they did, let alone their market and its competitors. Love to hear your insight on $STEM and $BE

So you have to believe in the long term future of TVs to believe in the long term future of ROKU. I didn't expect it but this video made me less bullish.

@TickerSymbolYOU

2 жыл бұрын

Yes. That's definitely true. If you don't believe in the long-term future of TVs you should absolutely avoid Roku.

@rscx2458

2 жыл бұрын

That’s a really good point. Didn’t think about how Roku doesn’t really have any footprint on mobile right now.

I use VPN with my Google chromecast with google TV 4K, Can i sideload applications on Roku? 🤔

Roku is like microsoft edge. It might be "dominant" by definition, but given the choice (which we can only control when purchasing the hardware), I'm sure consumers would choose a different platform.

@whateversuitsyou8840

2 жыл бұрын

well said

@generalbystander1631

2 жыл бұрын

With less than 10% market share Msft Edge is hardly dominant, that title hands down goes to google chrome which sits at over 67% share. Regardless, I prefer roku over its competitors because it works so well and because it’s independent. I really don’t want google on my tv. You say consumers would prefer another platform but provide no evidence nor logical reasoning for why that’d be the case.

@kai-dj2qj

2 жыл бұрын

I don' believe that is the case. Plenty of people prefer the Roku OS over other options. An excellent example is for the no- tech savy. Roku is by far the easiest OS to use. Give your grandmother a Firestick and a Roku and see which one they like better. Side note have you used Edge lately(since it's switch to Chromeum). It has improved alot and added nearly all the features that made other browsers better. Even a few that others don't have, like "Collections", that are great. But more importantly it is faster and uses way less resources than other browsers.

I am a fan of the channel, and thank you for providing great content. I disagree with this specific view. As smart TVs get cheaper and cheaper with better chips, the value prop of being able to run on a cheaper chip will diminish and the moat from this will also disappear over time. Ability to recommend cross platform, may not be such a large differentiator in my opinion.

@jasonport2907

2 жыл бұрын

Oh really? Let us know when you think Android, Samsung or LG's OS gets anywhere near close to the ease and utility of Roku's.

@dphuntsman

9 ай бұрын

You obviously don’t have the very limited Samsung’s mart’ tv that I do.

From a customer point of view I'm going to get a fire stick, they all more or less cost the same and I can install any app I like without too much effort not just the ones Roku approves of

I've never seen a Roku device or heard anyone talk about it outside of investing channels. Do they have no presence in European countries?

Depends where you live. In Canada roku sucks. Very limited channels. I can watch ctv on my firestick but could only get ctv news on the roku. If you live in the USA you get all kinds of channels.

Give me a break!! Where do I see advertising on my AppleTV?? How about a deep dive in the UI … comparison between AppleTV and ROKU?? I have multiple AppleTV’s around the house - they are all kept in synch seamlessly … it’s functionality like this and the UI design I’m prepared to pay a premium for … advertising?? What advertising?? The only reason ROKU has the ‘market share’ is because of its price. It’s cheap. You get what you pay for.

Are we talking about the ROKU whose stock was at $490 in July of 2021 and now 9 months later is worth $113? In the words of John McEnroe: "You can't be serious".

@TickerSymbolYOU

2 жыл бұрын

So, you watch KZread but not the news, huh?

Roku Canada has very little content vs USA on the free streaming service

My comments mirror those of Patrick Leclerc. Not only does Alex explain the business model, but also the financials and investment risks. But where Alex gets the A+ is for the teaser for the NVIDIA episode. Talk about keeping an audience engaged!

Isn’t it like a normal cable tv? I don’t get how innovative or special it is other than the “data” part of it

I have a Roku tv but I use a Google TV stick on it just because of one aspect: image settings. Not matter how I set the options, the image always looks distorted, dead, amateurish, my 4k tv reproduces images like it's a gameboy. Google TV system gives many more different features to improve image quality, and that's it. My roku tv is definitely faster, more fluid than the Google TV, but I simply can't watch it.

Roku is an underrated advertising company. Hardware (entry-level devices, RokuOS licensed to TV manufacturers) is the gateway to the ecosystem. The company earns from every ad displayed (first-party inventory: 100%, third-party inventory: 30%). In my opinion, Roku should reduce its marketing costs and invest in original content: Acquiring small studios and expanding the Roku Channel globally

Man, they must have you eating good over there at Roku.

I had ROKU for many years since i cut the cord , but changed up to Chromecast TV dongle with remote, extended the storage on it with USB-HUB & lovin it , since i am Google & You tube Tv user, Roku only good0 thing about Roku is Roku channel & is free.. bad about it ... they didnt update the interface since 2005 & always fight with this APP & that or gets removed, but all of them is same shyt streaming devices

@deman19901

2 жыл бұрын

Roku and Apple TV have the worst user interface. Google TV and Fire TV do a better job at integrating all of your paid and free streaming services in one location as well as Live TV

ROKU Devices have one job to do, all other Devices were designed to do a multitude of jobs. Mostly the same reasons Apple OS GUI works better than Windows, because the OS was designed first. Makes perfect sense

Roku does have some flaws.. Roku TVs only come with the a remote Roku provides. The Roku remote needs to face directly at the TV in order for it to work. If you have a stand alone Roku you will still have to point the remote to the device for it to work, but it's more of a pain when you have a Roku TV as you will have to deal with this for everything you do on the TV. on side note.. It would be nice if Roku had a browser, no reason why they can't include one Even if it's bare bones..

@SuperoHeroDad

2 жыл бұрын

the cheaper roku tvs/players have to be pointed at, the more expensive tvs/player dont. i have both. id love a browser also

I have Apple TV, Firestick, and Chromecast and Roku. I use ROKU the most simply because it is neutral and can get the most channels with frequent app updates.

@nelgee2776

2 жыл бұрын

I think KZread has replaced traditional TV viewing, with the majority watching youtube on Roku.

@deman19901

2 жыл бұрын

I call BS, I own every streaming device, minus the NVIDIA Shield. Roku is constantly losing channels. If anything, they have less channels than everyone else. On top of that, Roku and Apple TV interface just sucks. Fire TV and Google TV does a better job at integrating all; of your streaming services as well as live TV in one location.

80% of the smart TVs will come with KZread, Amazon, Netflix apps pre-installed in the future, as it's happening with many Android phones. The idea behind Roku was brilliant, but Android TV, Tizen for Samsung and WebOS for LG will eat it's lunch. 500$ smart TVs come a decent operating system today.

@TickerSymbolYOU

2 жыл бұрын

Apps aren't operating systems. Roku is the OS those apps run on.

@HotRodCVO

2 жыл бұрын

I have those apps built in to almost every TV I have and don’t use any of them. I only use Roku due to its superiority. I just don’t like the Android environment on any device. I would guess you use an Android based phone as well and I use an Apple. People like what they like.

Great. Keep, as usual. Doesn’t it bother you that EBITA is decreasing despite the growth in their business?

@TickerSymbolYOU

2 жыл бұрын

Nope. I explained why in the video.

@BrettWordon

2 жыл бұрын

@@TickerSymbolYOU thanks, I’ll rewatch

Roku will never be on my TV, because my TV is the biggest computer screen I could find -- not a fan of 'smart' devices that spy on me and give me unwanted ads Though I am a fan of your break down of it !

Great break down… but still feels like a weak moat that google tv could easily overcome with a phone/ tablet as the hardware (which everyone already has)

@TickerSymbolYOU

2 жыл бұрын

Correct. If you don't believe in the actual TV format, you shouldn't believe in Roku.

@jasonport2907

2 жыл бұрын

The vast majority of people still prefer to watch TV on a TV.

@SB-yq6ze

2 жыл бұрын

@@jasonport2907 I’m talking about casting from phone

@jasonport2907

2 жыл бұрын

@@SB-yq6ze Understood. Your experience may be different, by mine tells me that a tiny minority of viewers would utilize that option or be inclined to do so. I certainly wouldn't.