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Show Notes
Likefolio’s Andy Swan covers Roku (ROKU), saying they’re “less at risk than others” for tariffs because ads and subscriptions drive their revenue. However, he notes that competitor Vizio made a deal with Walmart (WMT) that could deprive Roku of shelf space. “The home screen monetization is a real key for Roku,” Andy adds, saying that they should integrate shopping even more.
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