$ROKU Another good quarter from a LT perspective. Top/bottom line beat and upped guidance. I keep staring at three numbers which will drive their platform rev: 1) # of Active users (@32MM - Up 36% YoY) 2) # of Streaming hrs (@ 10.1 Bn - Up 68% YoY) 3) Avg rev/user (ARPU @ $22.58 - Up 30%) Expenses on marketing was a bit higher than expected but can be controlled into next quarter. Dataxu revenue will be included Q4. Looks like another BTFMD oppty to me.