These companies have no physical products to sell; therefore supply shortages won't affect their businesses.
Chegg (NYSE: CHGG) is a direct-to-student, connected learning platform. Similar to a company like Netflix (NASDAQ: NFLX), it is Chegg's content that attracts customers and keeps them as customers. Just so we're clear, Chegg's content is a lot different from Netflix's. As part of a subscription to Chegg, students get the right to ask 20 questions per month regarding the online tutorials it produces and those questions get answered by subject matter experts.
Back in January, Roku (NASDAQ: ROKU) bought Quibi, a short-lived streaming platform that offered short "quick bite" videos for mobile devices, for less than $100 million. The acquisition brought over 75 new shows to The Roku Channel, which provides free movies, programs, and live TV channels. First, it rebranded Quibi's shows as "Roku Originals" in April.