Roku benefits from streaming service price hikes, ... Roku: Underappreciated Growth Drivers As Profit Margins Expand. May 30, 2025 3:40 PM ET Roku, Inc. (ROKU) Stock ROKU 6 Comments 1 Like.

The Roku Thesis: With some improvement in industry digital ad growth expectations for the fourth quarter of 2023 and full-year 2024, this is higher than “our estimates for Roku, implying that ...

Roku reiterated its confidence in achieving $3.95 billion in platform revenue and $350 million in adjusted EBITDA for 2025, supported by growth in programmatic advertising, subscriptions, and home ...

Roku's first quarter results for 2025 were met with a negative market reaction, as investors focused on the company's mixed ...

With these growth drivers and ongoing operational discipline, the analyst expects estimates to keep rising. Price Action: ROKU shares are trading higher by 13.5% to $98.52 at last check Friday ...

Roku’s core platform business, which includes digital advertising revenue, is the main driver of its top-line growth. Unfortunately, Roku only logged 18% year-over-year revenue growth and now ...

They believe one of the key drivers of Roku’s projected sales growth is The Roku Channel (TRC), which Wolfe estimates will contribute $786 million in sales by 2024.

Roku Shares Jump 7% as Analyst Predicts Engagement, Economics to Improve in 2025. ... and sees Roku Pay as an “early-stage incremental driver of growth going forward. ...

Roku reports holiday-quarter results, with the potential to signal a new era of refreshed user growth and global expansion. The company boasts 76 million active accounts and should continue to add ...

Shares of Roku Inc (NASDAQ:ROKU) were trending lower in early trading on Monday. The company has been facing headwinds in advertising growth, with streaming giants Disney+ (NYSE:DIS) and Netflix ...

They believe one of the key drivers of Roku’s projected sales growth is The Roku Channel (TRC), which Wolfe estimates will contribute $786 million in sales by 2024.