CompetitionRoku faces significant competition from Amazon, Google, and Samsung.
Macroeconomic ConditionsWeak macroeconomic conditions can cause advertisers to pull back on spending.
Revenue And Growth ChallengesRevenue growth slows to 9% y/y in the Sep quarter as Roku faces y/y headwinds related to: ASC 606 accounting benefit in the year ago quarter, tougher comps in SSD, and on-going weakness in M&E spending.