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Roku's Trade Desk Partnership Creating Robust Ad Revenue Runway
ROKURoku(ROKU) Seeking Alpha·2024-09-15 13:44

Marvin Samuel Tolentino Pineda Investment Thesis Roku's (NASDAQ:ROKU) management has been impressively building on the ad revenue catalysts that the company has unlocked over the past 15-18 months. The company has been staying true to its 2024 initiatives to deliver growing adjusted EBITDA and positive free cash by developing tools, solutions, and product features that are closely aligned with harnessing the increasing strength of its ad platform. Management's three-pillar ad monetization strategy is showin ...