Brett Winton: 在 Roku 的典型采用率上，这表明年收入从低于 $3B 上升到超过 $14B。从硬件的混合转移应该足以将毛利率提高到 59%。建议毛利润增长~6x

Posted on 2022-07-13

原推：On Roku’s typical take rate this suggests an annual revenue move from under $3B to over $14B.

Mix-shift away from hardware should be sufficient to drive gross margin to 59%.