Roku (NASDAQ: ROKU) unveiled the Roku Channel about six months ago, offering a limited library of ad-supported streaming video content. Management has said the early results of the Roku Channel have been much better than expected, and it led to the company's revenue outperformance in the fourth quarter. Management thinks the Roku Channel is so great that it could be the seed of an entirely new home screen for Roku's devices.Management is also pitching the Roku Channel to publishers as an alternative to distribution via Netflix (NASDAQ: NFLX).