Roku reported an impressive quarter, validating our view that it is one of a handful of companies leading the transition to over-the-top video consumption. Tom Forte More Quotes by Tom Forte More Quotes From Tom Forte They had to diversify their business model because they were over reliant on smartphone sales, and the smartphone market has more than matured. Tom Forte top-news We see the beat and raise as a positive reflection of management's efforts, prior to the involvement of the activist, to improve its operating results - including expanding its efforts in advertising and payments. Tom Forte technology As a result, the profit story in '19 may not be as good as it was in '18. Tom Forte business If they are stepping on the accelerator, that means they like what they're seeing, and it's worthy of more investment. Tom Forte business The hope for eBay, in my opinion, is their ability to supplement the marketplace with advertising and a growing payments business, but I think the core marketplace is still a challenged business. Tom Forte business When I think about Yahoo Inc... I think Yelp checks a handful of boxes. Tom Forte business
