Roku stock drops on reports of potential Walmart-Vizio deal
• Shares of Roku stock suddenly dropped as Walmart reportedly wants to buy smart TV company Vizio for $2B
• Vizio is similar to Roku, generating revenue from devices and ads on its smart TV operating system
• Walmart wants to use its consumer data to build a powerful ads business
• Roku depends on growing its 75.8M active accounts that stream content and view ads
• If Walmart buys Vizio, it could threaten Roku's strong retail presence and user growth