$800 By the end of 2022
1. International numbers especially in Europe will finally begin to impact ER.
2. Competition fears will abate as Roku gains [more] respect on Wall Street as a 'walled garden' of ad revenue
3. Respect will be realized again as the neutral gateway to the unstoppable streaming revolution (even CNBC's Cramer this week admitted he's been wrong on Comcast and AT&T stock-- he works for Comcast!)
4. stay-at-home chatter will be history
5. Roku's 2021 end of year advertising blitz will have a noticeable effect on user account numbers.
6. the headwinds for big tech and those that distrust them will grow and create a [continued] tailwind for Roku.
7. Existing Roku OS users will stick to the same OS similar to Android or Apple phone users -- this aspect is currently underestimated on Wall Street as it relates to Roku/TV's.
8. Competition amongst the various TV manufacturers will intensify. This benefits Roku because their OS enables manufacturers to produce better value TV's without sacrificing quality. Roku's purpose-built OS for TV's are produced at lower costs due to the inherent nature of the components -- chips, memory, etc,, etc. A major tailwind the others don't have! This also increases the likelihood, or chances, of more TV manufacturer deals for Roku -- the ultimate goal.
9. The leader of innovation in the industry is likely to continue to innovate.
10. Original content can only increase -- this area is all gravy on top for Roku as expectations are currently low next to it's best-in-class revenue generating gateway OS. In other words, any positive news will be considered bonus!
..feel free to add to this list!
$800 by the end of 2022, write it down, I'll be here.
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