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BobbyLopez
2021-12-09

It looks like the street is waiting to see how ROKU's earnings will be affected without you tube and maybe other apps. So ROKU will have to continue growing its revenues at least 40% per year by growing its international market. We will probably be in a waiting mode around $300,00 for a while, maybe 2-3 quarters. Success in international expansion is a must for ROKU.
Total hours streamed will definitely go down without you tube even if revenues go up.
My feeling is that ROKU's story will succeed big time but we will have to wait 2-3 quarters.
If a deal is made, then ROKU will hit new highs very fast.

$Roku Inc(ROKU)$

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