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Robert Kulbert

Research Analyst at Epico RSI

Robert Kulbert's questions to ROKU (ROKU) leadership

Question · Q4 2025

Robert Kulbert asked for details on Ads Manager's performance orientation, its differentiation from One View, and how it serves performance-based advertisers. He also inquired about the go-to-market strategy for identifying, reaching, and onboarding high-value SMB prospects.

Answer

Anthony Wood, Founder and CEO, clarified that One View was a technology platform and a business strategy that changed; its technology is integrated into Ads Manager, but Roku now works with all major DSPs. Charlie Collier, President, Roku Media, explained Ads Manager targets the "bottom of the funnel" by proving performance through partnerships (iSpot, AppsFlyer) and a dedicated sales force for lead generation and marketing to SMBs. He noted that successful performance leads to repeat business. Anthony Wood added that Roku believes building its own self-serve platform offers significant competitive advantages for deeper integration and better performance.

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