Market CompetitionRoku lost marginal share of TV placements in search results for TVs under $500 on Amazon, Walmart, and Best Buy websites.
Market RisksCompetitive risks in the TV OS market and rationalization efforts across the streaming ecosystem are seen as balancing the risk-reward at current levels.
Streaming Market DynamicsStreaming viewership and subscription growth are slowing, meaning revenue growth will need to come from product innovation and the migration of ad dollars.