Thanks for the great input! Maybe I am/was overthinking this. Probably best to just follow the numbers. Currently, their high growth rate in all key metrics speaks a clear language.
Looking at the short term, do you think that the coronavirus crisis is „positive“ for ROKU? On the one hand, they will have way more viewing hours and people signing up; on the other hand, ad budgets were completely slashed. Which will prevail? I would lean towards a positive surprise at the moment.
Niki