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are the ROICs on the early years CapEx higher than the later years? That is, are there declining returns
Where is Disney integrating generative AI to lower costs and/or accelerate revenue growth today? And what's on the road map
what is the average burn rate, including ticking fees, commitments, and any other costs
both of the deals you guys have are with proprietary large language models, Google and OpenAI. My question is, are you using these open models
device revenue is down 16% with a negative 14% margin. Does it matter whether that is sticks
How do you think from a judgment point of view of balancing and driving engagement
Do you have any updated feeling about licensing your best-in-class data to the LLM
at what point do you think Roku can do more good as part of something larger than going stand-alone?
I would like you to tell us why you think the virtual MVPD market is a transitory market and not going to zero.
I thought it was interesting that political was 6% of your fourth quarter revenue and Trade Desk said it was 5% of theirs.