$Roku流媒体(ROKU)$ 季报里提到，ROKU提前一年实现了正的 Adjusted EBITDA 和 现金流；各个流媒体都开始提供由广告支持的免费档，ROKU作为平台，都有分成的。 预计接下来几年营收将加速增长。

“Second, the industry has increased its focus, now more than ever, on building thriving and sustainable businesses. This means more ad supportive streaming service tiers, which will further accelerate the overall shift of ad dollars from traditional TV to streaming. Roku has the tools and expertise to help streaming services grow engagement, which is critical in an ad supported environment. We expect strong demand for ad supported tiers on Roku, as many users seek value price streaming options. With our platform advantages, love brand, first party relationships with 80 million active accounts, and deep user engagement, we're well positioned to accelerate revenue growth in future years.”

要投资ROKU股票，需要花点时间去理解它的商业模式。