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$ROKU keeps their long term plans a secret. So I looked for clues in their job openings to see what their roadmap might look like. Producing original content, TikTok + more M&A? These are some game changers $ROKU might be hinting at.
$ROKU could be producing original content. There was a recent job opening for a Lead Production Attorney to work on its slate of original content. Work involves "drafting agreements to hire writers, actors, directors + individual producers". Quibi might not have been an 1-off.
If that isnât enough, $ROKU is also hiring a âBusiness Affair Leadâ for their âOriginal Programming Businessâ to negotiate agreements related to the development, sale and production of episodic/feature length programming. Experience in tv/film production required. 
If $ROKU is producing originals, then some of their moves in the past year start to make a lot of sense: releasing app versions of the Roku Channel, getting the Roku Channel inside Fire TV/Samsung TV and acquiring the license rights from Quibi. They could have set the foundation.
$ROKU is also looking for a âDirector of Programmingâ to help identify ways to "expand its global programming offering into new video and non-video experiences within The Roku Channel". Such as sports, esports, fitness as well as content from digital creators + social videos.
Content from âdigital creatorsâ means $ROKU could be interested in TikTok content. Coincidentally, $ROKU mentioned TikTok as a marketing channel for the first time ever in a marketing job opening this year. Roku realizes their audience is spending a lot of time on TikTok.
$ROKU has been building their international audience and they're now starting to monetize it. They are hiring for a âSenior Manager for International Ad Platformâ who can introduce the Roku ad platform capabilities in international markets and build alliances with major partners
Finally $ROKU is interested in more M&A. They are hiring a Director in Corporate Development. The job opening states that âstrategic growth through inorganic initiatives will be a significant focusâ. Based on all this, it wouldnât surprise me if they raise more money soon.
Do you think $ROKU is serious about creating original content based on these findings? (9/9) @HedgeyeComm @DPogrebinsky @hhhypergrowth @Soumyazen @NonGaap @CathieDWood @skaushi @akramsrazor @dhaval_kotecha @ElliotTurn @RichLightShed @RedCoatChicago @JonahLupton @adventuresinfi
Hereâs the Lead Production Attorney job opening that hints at producing original content: https://www.linkedin.com/jobs/view/lead-production-attorney-at-roku-inc-2376352104 - it was removed from the official Roku careers page on Feb. 13. If you are interested in altdata for job openings, sign up for a demo at http://revealera.com
