What assets of Roku’s could possibly be worth 22B?
The deal gives Fox access to Roku’s own channel, its first-party data and a “direct relationship” with more than 100 million households.
Their customer list. (Of which I am one. Can’t wait to start getting crap from fox.)
Valuations are a multiple of EBITDA, and their multiple went up when they posted almost 30% YoY growth in revenue last quarter.
The deal gives Fox access to Roku’s own channel, its first-party data and a “direct relationship” with more than 100 million households.
Just what we need.
This gives them access to my home entertainment center for the time between their $22,000,000,000.00 payment and the very moment their first FOX anything appears on my screen.
I gave up TV because of them. I’m not afraid of giving up Roku.






