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Roku, Inc. (ROKU)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD

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Visitors trend2W10W9M

94.84

-2.82

(-2.89%)

At close: 04:00PM EDT

92.18

-2.66

(-2.80%)

Pre-Market:

04:51AM EDT

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M
This could be our pandemic stock all over again, inflation out of control, gas out of sight, just stay home and stream your favorites on Roku, more subscribers watching free TV, that’s an inflation fighter and cut the cable!!
s
It should also be apparent that as more content creators start avod options that roku will get a 30% advertising allocation. That’s kind of a big deal folks
J
In a report released today, Laura Martin from Needham maintained a Buy rating on Roku (ROKU – Research Report), with a price target of $205.00
J
Roku: 0% Cable, 100% Streaming
May 18, 2022 7:30 AMNFLX
Summary

Roku is the leading TV streaming platform that connects the entire TV ecosystem around the world.
Connected TV will eventually replace all legacy cable TVs, with live sports being the final nail in the coffin for cable TVs.
Despite competitive pressures, Roku still holds a 30%+ market share, supported by its brand, scale, network effects, and switching costs moats.
Roku's key differentiating factor is that it is a service-agnostic and brand-neutral platform.
The stock is trading at the lowest valuation multiple ever. As such, Roku is a compelling buy at these levels.
Bullish
B
I guess the best I can say is Roku held up somewhat better than the market.

Excluding oil and energy companies charging record prices, inflated prices being charged by retailers and wholesalers, and higher interest rates for financial companies, is there any good economic news helping the general public that someone could share??
M
Bottom line in this economy, Roku should do well with Free entertainment and TV’s that are way less cost and great stay at home entertainment, gas and food going higher equals cutting the bill at home. It’s the TJ max of entertainment!!
E
Fantastic and thorough article analyzing some of ROKU’s metrics, environmental factors, challenges, and business strategies from Seeking Alpha:

https://seekingalpha.com/article/4512787-roku-0-percent-cable-100-percent-streaming
L
market looks like computers selling back and forth to each other
Bullish
J
relative strength
Bullish
J
Small pullback from 100… then setup to 200…

Im ready for this… are you? 😎
Bullish
C
What if the 5.5m volume were the same 1m shares being traded back and forth? You know that a good fraction of the volume is indeed that as the short volume is a good fraction of that but is covered same day, as the short interest is not going up by 2m a day!
Anyway, if the real number NEW shares coming up for sale in a day is only 1m, then the 9m shorts' "days to cover" is more like 9 days than 2 days.
t
Anybody can listen to Steve Louden CFO for ROKU's presentation to Needham (Laura Martin) at 1:30 E.T. this afternoon. Just go to ROKU's website and scroll down to investor relations and click on the presentation.
S
Interesting business lunch at Blackrock. ROKU being one of many topics. Bottom line is that I showed some of my friends the calculations how ROKU will produce more than $1bn platform revenues in Q4.

I say this very very rarely, mark this post - as all agreed with my calculations.

1bn+ plattform revenues in Q4, which will continue to increase every single quarter by "increase of quarterly ARPU" + "additional new users". Do the math folks. Plattform revenue increases over >39% Q YoY- compounding.

GL longs, thx for the cheap shares shorts & panic sellers
Bullish
S
Big news with Disney Plus via ROKU ad supported plattform. That means that ARPY per user will continue to grow over $1.5 over the next course of time as more streaming channels will follow, Netflix being the biggest one. Especially with the bond between ROKU and Netflix via AW but nobody can tell when that happens...

With over 61mil users, $1.5 means $23mil more per quarter.

ARPU increase comes with a 1 million+ active user growth being expected every quarter besides a seasonal jump over ~ 3.5mil in Q4.

Do the math folks. Nobody knows the bottom but 1 or 2 BIG news will cause massive temporary bull runs even if it cools down with the market again

Why do so many keep panick selling? At one point loss sellers are out of shares. The bottom mostly come with all weak hands being out of shares
N
I was able to purchase MLB.TV directly from Roku at $70 last night. I had to walk up to the TV to check the price. I had cancelled it during the strike to show my discourse towards the owners during negotiations. I’ve had Roku since 2015 and MLB.TV since 2008ish. I’ve never been able to get it through Roku directly but I don’t know if that’s because I’ve had a login e-mail that matched both sites? Or is this a new deal? I did notice commercials as I was watching Oakland A’s last night on what appeared to be a Comcast regional network feed. They didn’t show commercials before previously. Always that “commercials in progress” screen.
Bullish
D
WIll get more roku.
A
Great day for Roku considering the market is getting smashed
B
Missed my 84 entry point. Might see it again bcz Roku and Netflix can’t fight the Market downturn, the Fed, and most importantly, increasing subs massively quarterly year over year. Netflix is a well run company. Roku is a well run platform that is doing better at partnering and ads with its own channel. The PE is hardest to explain here
Bullish
S
Cheerleader Pumper John

"Small pullback then setup to 200…"

Yeah $490 down to $80 was a "small pullback"

Very smart indeed.

I am very curious, who is paying you. I would PAY to know who is paying you.

Paid Pumper 100% Marked as Spam again.
s
With 50-70% of some Twitter followers being bots it would seem to make advertising much more valuable for roku. Streamers are all actual accounts