While ad spend on the Roku platform in verticals including financial services and media and entertainment remained pressured, verticals such as travel and health and wellness improved.
Apr 26, 2023 / receipt, needs a key / Steve Loudon, CFO | earnings call 2023-04-26 | transcript 5513c1c6-638c-44c2-b5a2-63806a801ee7 | chars 7013-7197 | segment 7
We're seeing health in video advertising and seeing it continue to stabilize against categories like health and wellness, travel, all of which grew faster than our overall business.
Apr 26, 2023 / receipt, needs a key / Charlie, other | earnings call 2023-04-26 | transcript 5513c1c6-638c-44c2-b5a2-63806a801ee7 | chars 43223-43404 | segment 44
I think that's why you see in certain verticals in the ad market, you know, we talked about seeing, you know, signs of promise on things like travel and health and wellness, but we also do have some areas like financial services and M&E that are continuing to remain pressured.
Apr 26, 2023 / receipt, needs a key / Steve, other | earnings call 2023-04-26 | transcript 5513c1c6-638c-44c2-b5a2-63806a801ee7 | chars 48228-48505 | segment 50
Ad spend among some verticals is improving in first quarter, which we're so pleased for the momentum, you know, including restaurants, travel, CPG, health and wellness, and others, as you know, remain a little muted, tech, financial services, and certainly M&E, which is playing out pretty publicly. But we're creating new ad products and opportunities and building relationships, as I mentioned, to address all markets and diversify demand and You know, as I mentioned a moment ago with our shoppable ads, both with Walmart last year and the one we announced last week, there's so many great examples of things Roku is doing that so many other platforms simply can't.
Feb 15, 2023 / receipt, needs a key / Charlie, other | earnings call 2023-02-15 | transcript def656c3-a39f-40fc-a3c5-324086f6baed | chars 38525-39193 | segment 40
I don't want to overemphasize the temporary softness in auto and CPT. It was a relatively minor factor in the quarter. It was also not unique to Roku. Other segments for our brand ad business were up strongly. Restaurant travel was up 5x, a real bounce back from COVID financial services.
Feb 17, 2022 / receipt, needs a key / Anthony, other | earnings call 2022-02-17 | transcript debd999a-ce37-422d-8941-cf84138d0797 | chars 22126-22414 | segment 22
When you think about sort of the median entertainment spending that was called out in your investor letter, how do you think about the sustainability of that? I mean, we're seeing a lot of, a lot of platforms spending a lot. I mean, you're not the only one to call it out. Twitter did too on their conference call. We were seeing a tremendous amount of spending and wondering, like, I think investors are sort of curious, like whether this can be sustained in terms of how much they're spending to acquire subs. And are you thinking that's repeatable over the next couple of years? Or do you think that gets more challenging?
Aug 4, 2021 / receipt, needs a key / Rich Greenfield, analyst | earnings call 2021-08-04 | transcript 69e172a0-da0d-446a-aea1-07d89d3a7bf0 | chars 49014-49639 | segment 50
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| Anthony Wood | CEO | - | receipt |
| Dan Jedda | Chief Financial Officer | - | receipt |
| Matthew Banks | Vice President | - | receipt |
| Steve Loudon | CFO | - | receipt |