$ROKU - Needham expects Roku to be bought at a premium within a year We expect Roku to be purchased for a large premium within the next 12 months. We believe that there are several categories of potential purchasers including: Streamers ( $NFLX, etc.) CTV ad buyers ( $TTD, etc.) Retailers ( $TGT, etc.) LLMs (large language models) hungry for billions of new data points daily ( $AMZN/AWS, $MSFT/OpenAI, $GOOGL/YouTube/Gemini, etc.).