Citing COVID-19's impact on consumer behavior, sliding ratings for linear TV, and Roku's innovation in helping advertisers target consumers on its platform, management believes advertisers "will accelerate their reallocation of linear TV budgets to Roku," the company said in its first-quarter shareholder letter. "Brands are reassessing their entire marketing mix and many are showing a preference for our targeted, more measurable form of advertising as well as the flexible solutions we offer, such as sponsorship and interactive overlays," management explained.