More subs is great

2021-11-05

$Roku Inc(ROKU)$ I'm seeing a lot of concern about subscriber numbers, which I would understand if Roku was a subscription fee service, but it's not. If Roku maintains it's leadership in the platform space, the ad dollars will continue to increase dramatically in the years ahead as ads shift from traditional TV to CTV. More subs is great, but the real profit is from the shift which has a long way to go.

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