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ROKU 4Q 20 Earnings Call - Coggle Diagram
ROKU 4Q 20 Earnings Call
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Secular Trend
Shift to streaming is structural, not just a pull forward due to pandemic
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Roku Channel
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Ad supported channels like Peacock do not cannibalize Roku Channel: The bigger competition is getting ad spend from traditional TV
OneView
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Can be used even if ad is direct with publisher, not on the Roku platform
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