Roku is an industry leader in its own right (streaming) that also happens to be experiencing a (potentially short-term) double-whammy headwind from slowing ad-spend growth and high inflation. Streaming company Roku (NASDAQ: ROKU) and ad-tech platform The Trade Desk (NASDAQ: TTD) have differences, but digital advertising sits at the core of what they both do. The Trade Desk is outperforming Roku If your company makes money on ads, the current economic environment is troublesome.