Key numbers from Roku’s Q4 earnings:
1) 8M active accounts added in 2018
2) 27M total active accounts
3) 77% YoY increase in ad revenue
4) Ad impressions more than doubled vs. 2017
Why this matters: Ad supported streaming video is booming and companies like Tubi, Pluto, Amazon, and Roku are well positioned to reach the rewards.
Example #1: Viacom thinks that Pluto could build a $1B ad business in the coming years.
Example #2: Tubi recently reported that view time increased 430% greater in 2018 vs. 2017 and that December alone was larger than all of the previous year.