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VZIO - Roku Takes International Expansion And Loses ARPU
VIZIO Holding Corp. Class A
2024-03-20 05:49:46 ET
Summary
Roku faces significant headwinds resulting from operational headwinds, international expansion, and a challenging macroeconomic environment.
Expansion into the EU Bloc may face ARPU headwinds related to data privacy laws, leading to lower quality ad targeting which may dilute advertising revenue.
I believe that the firm's cost-cutting measures in FY23 and the lack of guidance for eFY24 are signals from management that eFY24 may bring significant challenges to Roku's operations.