# Cathie Wood’s Roku Play Pays Off

Page: https://stenobird.com/podcast/durham-news-today-2-min-news-the-daily-news-now-7569659/cathie-wood-s-roku-play-pays-off
Text version: https://stenobird.com/podcast/durham-news-today-2-min-news-the-daily-news-now-7569659/cathie-wood-s-roku-play-pays-off.md
Podcast: [Durham News Today | 2 Min News | The Daily News Now!](https://stenobird.com/podcast/durham-news-today-2-min-news-the-daily-news-now-7569659)
Published: 2026-06-01T06:32:55+00:00
Episode link: https://api.fastcast.ai/audio/9f46df57-4c31-4264-a41f-25fd26920cbd.mp3
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Duration seconds: 113

## Resource

Cathie Wood’s ARK Invest is still riding the Roku wave—buying and selling the stock 14 times since 2019, holding over 3.5 million shares worth nearly $500 million. Despite a steep drop from its peak, Roku’s CFO Dan Jedda reveals a major pivot: the company now opens its platform to third-party ad systems, including a powerhouse Amazon partnership that’s boosting ad margins to over 60%. Meanwhile, Roku’s subscription business is growing faster than expected, offering a steady “annuity-like” revenue stream with premium services already expanding into Mexico. With minimal capital spending and tax advantages, Roku is on track to hit $1 billion in free cash flow by 2028—possibly sooner. Support the show: Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN: advertise@thednn.ai This is an automated, high-level news summary based on public reporting. Report issues to feedback@thednn.ai. View sources & latest updates: https://sources.thednn.ai/0d7f5c23497cdfae

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