I asked Telaria a week ago how they viewed Roku and didn’t receive a response. But I asked TTD today how they felt about Roku and here was there response. I am leaving out the name of the person who responded and just showing my question and there response.
Hello, I would like to understand how you see Roku. I know you see Facebook and Google as walled gardens. Do you think of Roku in the same way? If not could you explain how TTD works with Roku.
We view Roku as semi walled. They are not like Google (youtube) and Facebook. We do buy on them, we have a good relationship with them and I think they said in their last call they have 40 something DSPs that can buy on Roku.
My understanding when a DSP buys inventory, Roku provides information on the available impressions and us or other DSPs will compete to fill the available impressions. You would have to ask them but we might be one of the larger DSP buyers on their platform.
They have been doing great! It is awesome to see.
While either one of us cannot guarantee stock market success every quarter we are probably the only two companies in the market today (maybe Telaria can make a case) that are the closest pure plays on the connected TV theme.
We and I believe Roku also believe that eventually all TV will be delivered via an Internet connection and that in the not too distant future, linear TV as we know it will be dead.
Thanks for you inquiry! Hope this helped.
This was really interesting to me and gave me better insight into how Roku is working. Some of this we all have heard on the conference calls, but what is really nice is that TTD investor relations gave me a response. I always have more respect for companies that are willing to respond to their investors, no matter how small.
Andy