Advertising RevenueThe influx of advertising inventory from Prime Video, Netflix, and Disney is pressuring pricing and creating downside risk to platform revenue growth estimates.
Competitive LandscapeAnalyst remains bearish on Roku's ability to drive substantial demand on third-party platforms due to increased competition from NFLX, AMZN, and DIS.
Financial TransparencyRoku no longer plans to disclose Streaming Households and ARPU, which is usually a negative signal around future growth.