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I watch all the Media stocks. But there is one Media player both Marion Ranchet and I track very closely each quarter: linkedin.com/feed
Why?
Roku controls 50% of the US CTV OS market.
To some extent, how Roku goes, so goes CTV in the United States.
They have pivoted their model over the last decade, dramatically.
Also, Marion used to work there. I have a lot of friends who work there now.
And...
In their earnings reports, Roku has a tendency to lack "brag."
They are earnestly honest about their challenges - and there have been many these last few years. But, and I mean this both as a critique and compliment, they tend to undersell their good news.
So it was fascinating and heart-warming this week when Roku loudly trumpeted a raft of good news on their earnings call.
2025 was a killer year. It MIGHT have been Roku's first full year of profitability (there's a debate about that that the numbers don't necessarily show). What's even more interesting: The factors for Roku 2025 upswing came from surprising sources.
At 8a PT / 11a ET / 4p GMT today, LIVE ON SUBSTACK, Marion and I will report on Roku's earnings report - along with results from Pinterest & TF1.
PLUS Marion and I will debate the merits of the Netflix and Paramount bids for WBD. And we will take your questions about any/everything.
LIVE 11A ET TODAY 2/19. RIGHT HERE:
