Roku Inc Q2 2021 Earnings Call Transcript - Thomson StreetEvents

Roku Inc Q2 2021 Earnings Call Transcript

Roku Inc Q2 2021 Earnings Call Transcript - Thomson StreetEvents
Roku Inc Q2 2021 Earnings Call Transcript
Published Aug 04, 2021
Published Aug 04, 2021
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Abstract:

Edited Transcript of ROKU.OQ earnings conference call or presentation 4-Aug-21 9:00pm GMT

  
Report Type:

Transcript

Source:
Company:
Roku Inc
Ticker
ROKU.OQ
Time
9:00pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Shweta R. Khajuria - Evercore ISI Institutional Equities, Research Division - Analyst : Hi, this is -- I think the prior analyst had a question. So just want to make sure you do... REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. AUGUST 04, 2021 / 9:00PM, ROKU.OQ - Q2 2021 Roku Inc Earnings Call


Question: Shweta R. Khajuria - Evercore ISI Institutional Equities, Research Division - Analyst : Let me try two, please. One is, could you provide some context on The Roku Channel? Any way you could quantify the impact of The Roku Channel in terms of dollar contribution growth and how we should think about the scale and size of that? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. AUGUST 04, 2021 / 9:00PM, ROKU.OQ - Q2 2021 Roku Inc Earnings Call And then second is on how -- what's the breakup of brand and performance marketing spend you're seeing? And how do you think that will shift over time with the impact of OneView?


Question: Cory Alan Carpenter - JPMorgan Chase & Co, Research Division - Analyst : Just maybe for Steve and Anthony, just given the response to your original content thus far, could you talk about how this informs your thinking around your content strategy going forward? Does it make you want to potentially get more aggressive? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. AUGUST 04, 2021 / 9:00PM, ROKU.OQ - Q2 2021 Roku Inc Earnings Call And then maybe for Steve specifically, how should we think about this impacting platform gross margins, maybe both in the near and long term?

Table Of Contents

Roku Inc at Citi AppsEconomy Conference (Virtual) Transcript – 2022-01-06 – US$ 54.00 – Edited Transcript of ROKU.OQ presentation 6-Jan-22 10:00pm GMT

Roku Inc Q3 2021 Earnings Call Summary – 2021-11-03 – US$ 54.00 – Edited Brief of ROKU.OQ earnings conference call or presentation 3-Nov-21 9:00pm GMT

Roku Inc Q3 2021 Earnings Call Transcript – 2021-11-03 – US$ 54.00 – Edited Transcript of ROKU.OQ earnings conference call or presentation 3-Nov-21 9:00pm GMT

Roku Inc at KeyBanc Capital Markets Future of Technology Series Conference (Virtual) Transcript – 2021-08-09 – US$ 54.00 – Edited Transcript of ROKU.OQ presentation 9-Aug-21 5:20pm GMT

Roku Inc Q2 2021 Earnings Call Summary – 2021-08-04 – US$ 54.00 – Edited Brief of ROKU.OQ earnings conference call or presentation 4-Aug-21 9:00pm GMT

Roku Inc Annual Shareholders Meeting Transcript – 2021-06-10 – US$ 54.00 – Edited Transcript of ROKU.OQ shareholder or annual meeting 10-Jun-21 4:00pm GMT

Roku Inc at Evercore ISI TMT Conference (Virtual) Transcript – 2021-06-07 – US$ 54.00 – Edited Transcript of ROKU.OQ presentation 7-Jun-21 4:30pm GMT

Roku Inc at JPMorgan Global Technology, Media and Communications Conference (Virtual) Transcript – 2021-05-24 – US$ 54.00 – Edited Transcript of ROKU.OQ presentation 24-May-21 6:00pm GMT

Roku Inc at Needham Technology & Media Conference (Virtual) Transcript – 2021-05-17 – US$ 54.00 – Edited Transcript of ROKU.OQ presentation 17-May-21 4:45pm GMT

Roku Inc Q1 2021 Earnings Call Summary – 2021-05-06 – US$ 54.00 – Edited Brief of ROKU.OQ earnings conference call or presentation 6-May-21 9:00pm GMT

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Thomson StreetEvents. "Roku Inc Q2 2021 Earnings Call Transcript" Aug 04, 2021. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q2-2021-Roku-Inc-Earnings-Call-T14928730>
  
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Thomson StreetEvents. (2021). Roku Inc Q2 2021 Earnings Call Transcript Aug 04, 2021. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q2-2021-Roku-Inc-Earnings-Call-T14928730>
  
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