this post was submitted on 15 Jun 2026
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Television
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What assets of Roku’s could possibly be worth 22B?
Their streaming sticks and TVs. They are basically electronic billboards in people’s living rooms. When you turn them on, the main menu has ad space.
Now FOX can run whatever ads (political or otherwise) that they want to on all of these TVs.
Roku also takes a screenshot of anything you watch and sends it back to a centralized server.
https://www.gadgetreview.com/your-smart-tv-is-taking-7200-secret-screenshots-every-hour-heres-how-to-stop-it
Remember when you were the product only if it was free? Now it's pay to be the product.
they own the rights for the Yankovic movie, that's worth it
Their customer list. (Of which I am one. Can’t wait to start getting crap from fox.)
Valuations are a multiple of EBITDA, and their multiple went up when they posted almost 30% YoY growth in revenue last quarter.