In Roku's latest letter to shareholders released last week, executives outlined four key areas of investment for the company -- all related to advertising in some way.

Hulu and WarnerMedia used the Television Critics Association Winter press tour last week to tee up new programming,

"YouTube is a place where we see users not only come for entertainment, they come to find information -- they're coming to learn about things," says Google CEO Sundar Pichai.

Rumors of such a tie-up were given new life this week after a JPMorgan research note suggested such a deal is "the best strategic fit" when looking at potential acquisitions in the video space. Of course, a good strategic fit isn't the only necessary component to a deal.