Jon Quast

When it comes to Roku, I don't deny that streaming is the future.

I don't deny that Roku is the No.

1 player in the space and has done a good job getting into homes.

What I haven't liked in recent years is that

the hours that people are engaged on the Roku platform are going up at a faster rate than its monetization.

And so for me, I would expect that advertising demand to increase those prices so much.

And it's just not at the same rate.

Do you know why?

For sure.

And whether or not it's important to be number two or number three, whether or not that's good enough, it's really going to depend on what the space looks like in a decade.

And personally, I think we're heading towards streaming cable, essentially.

And I know that that's what we tried to get away from.

the cable package.

And we thought that we would do that with streaming.

And the idea that I think a lot of people are stuck with is that we went to streaming because we wanted to pay less money by only paying for what we watch or what we use.

And for me, that's only partially true.

I switched to streaming so that I could watch what I want when I want.

The fact that you can just...

watch it on demand.

That's something that you didn't get with the old cable system.