What do you think monetization, specifically ARPU, can look like in the future (next 5 - 10 years)? I'd guess it'll be somewhere between linear TV and FB ads. With the NBC - Peacock deal, Roku will not be collecting any ad revenue (https://www.engadget.com/nbc-peacock-now-available-for-roku-streaming-devices-144123980.html). NBC threatened to pull all other content from the platform if Roku held strong. Do you see this supplier relationship as a risk to future monetization? I'm trying to make sense of today's price - I like the company but it seems like a lot needs to go right in terms of monetization.
What do you think monetization, specifically ARPU, can look like in the future (next 5 - 10 years)? I'd guess it'll be somewhere between linear TV and FB ads. With the NBC - Peacock deal, Roku will not be collecting any ad revenue (https://www.engadget.com/nbc-peacock-now-available-for-roku-streaming-devices-144123980.html). NBC threatened to pull all other content from the platform if Roku held strong. Do you see this supplier relationship as a risk to future monetization? I'm trying to make sense of today's price - I like the company but it seems like a lot needs to go right in terms of monetization.