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Roku’s Facing an Uphill Battle — Here’s Why

During a quarter in which Roku (NASDAQ: ROKU) increased its active accounts, streaming hours, and average revenue per user -- both sequentially and year over year -- there were some negative ongoing trends that shareholders might have missed. One of the biggest topics in the financial media has centered on struggling supply chains. In Roku's case, this situation continues to affect the sale of its hardware devices, which represented 11.8% of the overall business in the first quarter. Read More...

During a quarter in which Roku (NASDAQ: ROKU) increased its active accounts, streaming hours, and average revenue per user — both sequentially and year over year — there were some negative ongoing trends that shareholders might have missed. One of the biggest topics in the financial media has centered on struggling supply chains. In Roku’s case, this situation continues to affect the sale of its hardware devices, which represented 11.8% of the overall business in the first quarter.

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