Needham's _老虎社区_美港股上老虎

AaronJe
2021-12-09

Needham's Laura Martin says the deal drives upside value, for a few reasons - key among them that "we believe this is a 3-year deal for both ad-driven YouTube and YouTube TV (the vMVPD), so this source of headline risk should not recur soon."

YouTube was also Roku's "most formidable foe" as the biggest ad-driven app, she writes - and it pays virtually no revenue share to Roku because "it was large before Roku began and was grandfathered." There's no other ad-driven app with power equal to Roku's she says, and there shouldn't be issues with other apps on the platform.

Up 18%! What a joke. A P/E of 136. A person can watch YouTube anywhere. Roku devices are great and I've had about six of them but this stock value doesn't make any sense. How does YouTube help Roku make money? Almost every content viewing device in the world has a YouTube app on it. Jeez...$Roku Inc(ROKU)$

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