ROKU Q3 2021 highlights :“We are making significant progress with traditional TV advertisers while also expanding our TAM to digital-first advertisers”
"The slowdown in active account growth rate this Q was mainly due to global supply chain disruptions. Roku TV OEM partners were hit particularly hard with inventory challenges. Player gross margin erosion is temporary".
"Roku streaming hours in Q3 totaled 18.0 billion, a 21% increase YoY. According to Neilsen, we continue to outperform the viewing hour growth rates of both traditional TV and other TV streaming platforms".
"Roku continues to expand internationally. SEMP TCL Roku TV models in Brazil later this year. We will expand our LatAm TV footprint to Chile and Peru later this year".
"The Roku Channel grew both in reach and engagement - top 5 channel on the platform by active accounts reach, streaming hours more than doubled YoY".
"Roku Ad Business. According to Nielsen, in Q3 ratings for adults on Traditional TV fell 19% YoY, creating supply shortages and increasing ad prices. The top 10 cable TV adversities doubled spend on the Roku platform YoY. Monetized video ad impressions nearly doubled YoY”.
"Spending by smaller advertisers continued to significantly outpace the overall growth in spending on Roku and TV streaming impressions delivered though OneView more than doubled YOY in Q3”.
Overall, pretty impressive earnings call in my opinion. Will continue to add more Roku shares.
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