Squawk on the Street SOTS 2nd Hour: Roku & Airbnb CEOs Talk Earnings, Today's Movers To Know, and Navarro's Tariff Update 2/13/26
Feb 13, 2026
Mark Zandi, chief economist at Moody’s Analytics, offers quick macro context. Brian Chesky, Airbnb co-founder and CEO, talks earnings, international growth, new business lines, and AI for search and service. Anthony Wood, Roku founder and CEO, covers ad and subscription strategy, bundles, and how AI changes streaming. Short, fast-paced conversation on earnings, AI impacts, and industry trends.
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Platform Growth From Ads And Subscriptions
- Roku's platform growth stems from simultaneous expansion in advertising and subscriptions alongside disciplined OPEX control.
- Anthony Wood says these investments doubled free cash flow and drive double-digit platform revenue growth.
Use Bundles To Reduce Churn
- Roku will pursue bundling as one tactic to reduce churn and grow subscriptions.
- Anthony Wood recommends services consider aggregated platforms like Roku Premium Subscriptions over standalone apps.
AI As A Tailwind For Streaming
- Anthony Wood calls AI a strong tailwind that lowers content costs and increases viewer engagement.
- He argues generative AI improves personalization, ad performance, and enables new ad products for SMBs.