This video provides a fundamental analysis of ROKU stock. The CEO stated that the platform revenue growth strategy has been in place for 18 months, focuses on growing platform revenue. Roku reports results in two segments: platform and player segments. The player segment refers to the devices that connect users to the ecosystem. Roku expects 2026 operating expense growth rate and platform margin in line with 2025. By Q4 of this year, they are expected to be operating income positive. An updated fair value calculation is provided, giving an intrinsic value per share of $106, based on a current price of $94.94. The analysis applies a margin of safety, given its beta of 2.05. The analyst rates the stock as a buy.