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Roku, Inc. (ROKU) Presents at 21st Annual Needham Technol...
2026-05-13 · via All Articles on Seeking Alpha

Roku, Inc. (ROKU) 21st Annual Needham Technology, Media, & Consumer Conference May 12, 2026 1:30 PM EDT

Company Participants

Dan Jedda - COO & CFO

Conference Call Participants

Laura Martin - Needham & Company, LLC, Research Division

Presentation

Laura Martin
Needham & Company, LLC, Research Division

So we are going to get started. I'm Laura Martin, I'm the senior media analyst at Needham & Company. I'm here to introduce Dan Jedda, who's the Chief Operating Officer and Chief Financial Officer at Roku. Dan oversees the company's global financial operations and strategic growth initiatives. Dan has been instrumental in driving steady margin free cash flow growth. He previously spent 15 years in Amazon, serving as the CFO of digital video, including Amazon Studios, Advertising Music before a brief job as the CFO of Stitch Fix.

Question-and-Answer Session

Laura Martin
Needham & Company, LLC, Research Division

Okay. Great. So Dan, first thing I want to ask about leadership. I'm very interested in this notion that generative AI changes everything, and therefore, leaders have to manage sort of both the fear of the incumbent, let me call it, employee base, but also sort of maybe hire differently? And how do you just think about your role as a leader changing in this uncertainty of generative AI tech disruption?

Dan Jedda
COO & CFO

Yes. Well, first of all, thanks for having me. It's my third year...

Laura Martin
Needham & Company, LLC, Research Division

I love it.

Dan Jedda
COO & CFO

I've been 3 years at Roku, third year at the Needham Conference. So thank you...

Laura Martin
Needham & Company, LLC, Research Division

I think, you were here within a month of joining.

Dan Jedda
COO & CFO

Probably. Probably. Yes. But I came back, so I appreciate you having me. Thanks, everyone, for coming.