David will win against the Goliaths in TV streaming

Roku Inc (NASDAQ: ROKU) is the market-share leader in connected TV (CTV) with a 47% share, impressively beating second-place Amazon (85x Roku’s mkt cap) that has 40% share. Roku grew topline by 3.5x and its share price by 7.5x in the past 4 years, despite going head-to-head against mega-cap media peers (Amazon, AT&T, Comcast etc). … Continue reading David will win against the Goliaths in TV streaming