Advertising Revenue GrowthRoku is benefiting from the continued shift of advertising dollars from linear to connected TV, leveraging its significant existing scale.
Market Position And InnovationRoku's management is making positive adjustments to strategy, such as introducing video ads on the Home Screen and creating new landing pages like Sports Zones, driving increased demand and inventory.
Platform Revenue And Margin ExpansionRoku is expected to deliver sustained double-digit platform revenue growth and continued margin expansion.