Last week, I posted an article exploring the difference between Roku and Netflix. In the article, I pointed out that because Netflix came in strong with the recent earnings, there is no reason to expect Roku will not also come in strong, especially as Covid and stay-at-home orders have accelerated the shift towards Connected TV. It’s easy to compare Roku’s roughly 50 million users to Netflix’s 200 million and to assume Roku is a much smaller company or lagging the subscription behemoths, such as Disney Plus. This is a mistake as the ad-based video-on-demand (AVOD) market is a newer market…
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