They seem to be making a lot of comparisons to Netflix.
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What is it?
Probably Roku since they talked about the box under your TV. Roku is getting into TV advertising.
Why do you ask the question then not have an answer. Tease this.
The stocks they’ve teased with similar language in the past couple years have been TTD, Tencent and a few other gaming stocks (maybe EA, would have to recheck), but haven’t seen any new pitches like this recently so it’s likely a repeat of either TTD or TCEHY from that limited reference. If you have the URL for the ad I could be more certain, they blend together in my memory sometimes.