CompetitionRoku faces significant competition from Amazon, Google, and Samsung.
Revenue GrowthRevenue growth slows to 9% y/y in the Sep quarter as Roku faces y/y headwinds related to: ASC 606 accounting benefit in the year ago quarter, tougher comps in SSD, and on-going weakness in M&E spending.
Strategic PositionThe industry consensus views include negatives about Roku's strategic position.