📺 Roku’s Reckoning: Platform Power, Ad Fatigue, and the Future of Connected TV

CONFIDENTIAL REPORT

The latest ADOTAT+ report just dropped — and it’s a big one.

📺 Roku’s Reckoning: Platform Power, Ad Fatigue, and the Future of Connected TV

Roku still leads U.S. living rooms. But under the surface?
Ad fatigue. ARPU flatlines. Global misfires. And five heavyweight competitors circling like sharks — including one ex-partner with a $2.3B grudge.

In this exclusive, members-only report, we break down:

  • Roku’s quiet market share collapse (from 55% to 39%)

  • Why Amazon, Samsung, Google, Walmart, and TikTok are all coming for its screen

  • What the shift to SMB performance ads really means

  • The five futures of Roku — from platform dominance to slow, ad-cluttered decline

đź”’ This is a confidential, 25-minute read available only to ADOTAT+ subscribers.
If you’re already in — grab your flashlight and read the full breakdown.

Stay bold, stay curious,
—The ADOTAT Team 🛰️

This report is confidential and proprietary. If you didn’t pay for it, you weren’t meant to read it.