Revenue growth is decelerating — from 22% in Q4 to 15.8% in Q1 — but margins are accelerating.
This isn’t just a “growth story” anymore. It’s a platform leverage story.
EBITDA growth:
Rok...
Roku’s valuation disconnect is wild:
TTD trades at ~9.5x P/S
Roku trades at <2x P/S
Yet Roku is growing faster AND scaling EBITDA more efficiently.
This isn’t a hardware company anymore — it’s a CTV operating system with ad rails.
#Streaming #FCF #Roku
TTD trades at ~9.5x P/S
Roku trades at <2x P/S
Yet Roku is growing faster AND scaling EBITDA more efficiently.
This isn’t a hardware company anymore — it’s a CTV operating system with ad rails.
#Streaming #FCF #Roku
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