Tech.pinions

Roku’s Big Shift

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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.