Roku's software allows TV manufacturers to reduce cost and focus on making TV's. It allows people to get good value for their money. As Steve Louden said regarding Roku's OS: "we have the only purpose-built operating system for TV. And that's really important, specifically in the TV space because that allows us to design to run on low-cost hardware"..

This is a massive international tailwind for growth. As Roku pushes into more countries it's going above and beyond the competition to enable people in lower income markets - or simply markets with a more value driven consumer like Europe - the ability to buy a good well-equipped value-oriented TV at a competitive price.

Roku's international sucess should at least be able to match the success here in the US market where it's the #1 OS in the country -- #1 with the smallest market cap next to the empires of Amazon, Google, and yes Comcast.$Roku Inc(ROKU)$