Someone pays $10 - $15 a month for Netflix to watch unlimited content. I’d be curious how much revenue that person watching the same number of hours of content through an ad supported service would drive. Is the ad revenue more than the $10 a month the provider could possibly get through a subscription? - Invain
Per Roku’s last earnings release the 2019 Annual revenue per user is $19.06, a 27% gain over 2018. Advertising is the fast growing component of revenue growth for them. That one of my favorite Roku metrics.
The thing I worry about the most is their moat.
Kindest regards,
Steve