Brent Navon's questions to Roku Inc (ROKU) leadership • Q1 2025
Question
Brent Navon followed up by asking how much of a buffer Roku's company-specific initiatives provide against potential further deterioration in the macroeconomic environment.
Answer
CFO Dan Jedda explained that the shift from guaranteed to non-guaranteed advertising has favorably driven more volume to Roku. He emphasized that numerous ongoing initiatives in both subscriptions and advertising, including the Frndly acquisition, are expected to help offset potential macro headwinds in the second half of the year. He also highlighted secular tailwinds and Roku's strength in providing ROI and measurement as key advantages.