$Roku Inc (ROKU.US)$ The key is that Whether Roku can contin...
$Roku Inc(ROKU.US$ The key is that Whether Roku can continue sell it's hardware well without youtube on board. If yes, Roku will will be very well. Because You tube will not be doing good in advertisement without Roku's data (Google can not gat data from Amazon either). In that case, Roku will gain upper hand and Google will compromise on a new agreement favouring Roku.
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ceerup : This is an excellent point and something I did not know about this dispute. That makes me a bit more optimistic.
LITWENe : Not only that, giving up Roku distribution places all of YT CTV fate in the hands of Amazon, which will squeeze every last bit of advantage from Google.
ETFWorldSavior LITWENe: good point