Core Insights - Netflix has evolved from a streaming platform to a significant part of consumer habits, often replacing traditional movie-going experiences [1] Company Overview - Netflix is now integrated into daily life, with many consumers preferring to watch content at home on their couches rather than going to theaters [1]

Core Insights - Roku is the largest streaming platform in the U.S. by hours and broadband penetration, serving as the operating system for connected TVs and providing a player that converts any TV into a smart TV with the latest technology [5][6]. Company Overview - Roku operates as the leading streaming platform in the U.S., Mexico, and Canada, with ongoing growth in Brazil [5][6]. Financial Outlook - The CFO mentioned that the full-year outlook provided in February was positively influenced by a recent acquisition, although specific details on the acquisition and its impact on guidance were not elaborated [3].