Want to create an interactive transcript for this episode?
Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: TIVP029: Roku (ROKU): Forgotten Streaming Giant w/ Shawn O’Malley & Daniel Mahncke
Description: Shawn O’Malley and Daniel Mahnke break down Roku (ticker: ROKU), an aggregator of digital content in the world of TV streaming, with a footprint in nearly 90 million households. Roku is the gateway to streaming, and its devices have famously turned any TV into a Smart TV, but now Roku does much more than that.
In this episode, you’ll learn why the market has soured on Roku, how much its honeypot of first-party data could be worth, how Roku makes money for driving subscriptions to services like Disney+, how Roku is monetizing its uniquely positioned business, what...