Robert Coolbrith
Evercore ISI Institutional Equities, Research Division

So good afternoon, everybody. Welcome back to the conference. Rob Coolbrith from the Evercore ISI Internet research team. Really pleased to have Roku's CFO, Dan Jedda, here with us today. So Dan, good to see you, and welcome to San Francisco.

Dan Jedda
COO & CFO

Thank you. Thanks for having me.

Robert Coolbrith
Evercore ISI Institutional Equities, Research Division

Great. So I guess maybe we can start with what's relatively new 6 days ago, exciting for me personally. I've now -- I've just told Conrad, I've now kitted out my entire house, not the kids' rooms with Roku Sticks, and we're excited about the new operating system. I bought them at Walmart, by the way. So I don't know if that helps, but that's where I bought. I'll have a question on that later.

But, first of all, so when you talked about it in April, it sounded like it was still early, you're still sort of kicking the tires on it. It sounded like it been testing at scale. But I've gotten feedback from some people, hey, this is a little bit earlier than we expected. So people ask me, was this baked into what you're expecting for Q2? And then if you could talk about how this drives the business?

Dan Jedda
COO & CFO

Yes. You're referring to the new home screen, I assume.

Robert Coolbrith
Evercore ISI Institutional Equities, Research Division

Absolutely.

Dan Jedda
COO & CFO

Yes. So let me talk about the home screen. We're very excited to roll it