Roku went public this past week, and saw its stock soar in its first couple of days on the NASDAQ. The timing of its IPO is closely tied to a shift in its business model the company implemented a few years ago and which is now beginning to bear fruit. Understanding that shift is critical both to understanding the company at this stage, and understanding whether or not the big bets many investors are making on it are sensible.
Jan Dawson is Founder and Chief Analyst at Jackdaw Research, a technology research and consulting firm focused on consumer technology. During his sixteen years as a technology analyst, Jan has covered everything from DSL to LTE, and from policy and regulation to smartphones and tablets. As such, he brings a unique perspective to the consumer technology space, pulling together insights on communications and content services, device hardware and software, and online services to provide big-picture market analysis and strategic advice to his clients. Jan has worked with many of the world’s largest operators, device and infrastructure vendors, online service providers and others to shape their strategies and help them understand the market. Prior to founding Jackdaw, Jan worked at Ovum for a number of years, most recently as Chief Telecoms Analyst, responsible for Ovum’s telecoms research agenda globally. View all posts by Jan Dawson