Advertising RevenueThe inventory of streaming advertising is expanding, potentially putting pressure on ad pricing and ROKU's revenue.
CompetitionROKU faces significant competition in the streaming aggregation space from large players with the ability to subsidize their streaming services.
Financial PressureAnticipated increase in ROKU's R&D and S&M expenses could lead to pressure on EBITDA, with the analyst's estimates meaningfully below the Street for future quarters.