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Ross Walthall

Research Analyst at Cleveland Research Company

Indianapolis, IN, US

Ross Walthall is a Senior Analyst specializing in technology, media, and advertising equity research at Cleveland Research Company, where he has been a leading voice in the sector since 2014. He is known for covering major technology and media companies such as Seagate and provides deep analysis into industry trends and performance. Prior to joining Cleveland Research, Walthall was a Corporate Officer at Eze Software Group, and he holds an undergraduate degree from Brown University. His professional credentials include significant buy- and sell-side research experience within finance and technology services; however, specific securities license details or independent analyst ranking data are not publicly disclosed.

Ross Walthall's questions to ROKU (ROKU) leadership

Question · Q3 2025

Ross Walthall asked for more details on the Amazon DSP partnership rollout, customer feedback, and its potential as a material driver, as well as the scalability and long-term potential of the self-serve business (Roku Ads Manager).

Answer

CEO Anthony Wood and President of Roku Media Charlie Collier confirmed strong customer interest in the Amazon DSP, noting it's early but showing good signs and expected to ramp into 2026. CFO Dan Jedda added it's contemplated in the Q4 guide. For the self-serve business, Anthony Wood stated Roku has the necessary tech and partnerships, is investing in R&D and generative AI, and sees it as a multi-billion dollar market. Charlie Collier emphasized access to authenticated premium content and strong ROI for advertisers.

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