Is Roku Getting Promoted To the G-Suite?

Rumor mill: Could Google buy Roku?

Roku market capitalization:
Today – $17B
Projected by 2026  – $90B

The bull case for Google buying Roku: Google has a market capitalization of ≈ $1T and ended 2020-Q1 with $117B in cash, meaning they could afford the transaction.

The bear case: Roku grew ad revenue by 78% in 2019 and may not be in a hurry to sell.

Roku advertising revenue (YoY growth):
1) 2017 – $225M
2) 2018 – $417M (↑ 85%)
3) 2019 – $741M (↑ 78%)

More: Roku Touts Flexibility to Woo Ad Dollars From Linear to Streaming

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