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Roku, Inc. (ROKU) MoffettNathanson’s Media, Internet & Communications Conference May 13, 2026 11:15 AM EDT
Company Participants
Dan Jedda – COO & CFO
Conference Call Participants
Michael Nathanson – MoffettNathanson LLC
Presentation
Michael Nathanson
MoffettNathanson LLC
I’m excited to have Dan Jedda with us. I have said before it’s first time, long time, first time Roku’s been here. Thank you for being here. We appreciate that.
Dan Jedda
COO & CFO
Thanks for having us. We’re very excited to be here. It’s my first time. So it’s great.
Question-and-Answer Session
Michael Nathanson
MoffettNathanson LLC
Well, I don’t usually offer praise, but I have to — this is my first question, right? So you joined Roku, in May of ’23 and 3 years in and your impact on the organization has been tremendous. It really has been — we’ve been skeptical of the company you’ve proved us wrong in terms of the way you operated it. So thanks for being here.
And given all that’s changed for the better at Roku over this time frame, can you share now your biggest opportunities and priorities? Like now that you’ve done what you’ve done, where do you focus on to improve and what are your priorities?
Dan Jedda
COO & CFO
Yes. Well, first of all, thank you for the nice introduction. Very thoughtful. It’s been an amazing 3 years. I’ve just had my 3-year anniversary. And I’ll answer that question, but let me just quickly give me a minute to talk about the migration of call it, over the last 3 years because it really has been transformational like, Roku is a fundamentally different company today than it was 3 years ago, not because of me, because of the whole company, but I’ve only been there for 3 years. And I want to just — give me a minute to talk about that transition and then I’ll answer
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