$ROKU Q&A validated once again that analysts truly don’t understand the opportunity, though they finally realize Roku is #1 in a high-growth sector. One needs to understand tech, media, ad biz, and global retail to completely get it, and they barely understand 2 of 4. Disappointed on the lack of color on international, but I get it. They’re in 20 countries turning on channels regularly which is all we need to know for now. 2022 going to boom globally. EOY 2021 PT remains $650. solid 40% growth will continue. These ERs aren’t what they used to be and for that I‘m grateful.
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