Bullish
$ROKU “RainbowMeow2 days ago CFO Steve Louden remained upbeat on the Co.’s int’l oppty and underscored ROKU’s cost and neutral party advantages, along with ROKU’s singular focus on OTT/streaming capabilities. He also noted that Europe’s tech stack “heavy lifting” is completed with respect to ROKU building a Europe tuner-card, and each country rollout should be easier as there are only small country-specific tweaks needed going forward. We also note that the Co. added 3 New TV Brand Partners in Mexico (int’l expansion is continuing)
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