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Roku, Inc. (ROKU)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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316.57-7.44 (-2.30%)
At close: 4:00PM EDT
318.00 +1.43 (+0.45%)
Pre-Market: 08:29AM EDT
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  • G
    Geronimo
    My take is earnings beat. But given the qtr includes summer months, and given folks have been confining themselves to home for the last 1 year, they might have gotten out more, and the subscription and streaming hours may come low. This does not mean (s)low growth in an absolute sense.

    The point we need to remember is, Y2Y comparison is meaningless when the previous year was abnormal due to pandemic and the growth was an outlier. IMH any analyst not foreseeing this and making adjustments isn't doing the calculations right.

    ROKU has been doing consistently better, making good business decisions over the years (going back past the pandemic year). From that angle I would expect the company to post good results.

    Again, last year metrics were outliers, and it shouldn't be a disappointment for savvy analysts and investors if similar metrics are not observed this time.

    Even speaking of the last earnings in August, I don't agree ROKU disappointed. It was investors and analysts who failed to factor in the effect of vaccinations, ending of pandemic, and increased out door activities. Those who got shocked, in my view, partly set themselves up for disappointment with their incorrect forecasts / expectations. ROKU has the potential to grow at healthy pace, will likely better than its growth rate prior to the pandemic, which is what counts in my view.

    As for stock price, that's hard to predict. I see a lot of irrationality in the investment trends (like unjustifiable exuberence and panic). Hard to predict how people pump or dump or for what reason.
    Bullish
  • R
    RDL
    Top 5 tailwinds in Roku's favor going into next year: 1. current marketing blitz on a level of exposure I haven't seen in 3.5 years I've been following this company -- it will take time to pay off but it will in fact pay off. 2. a still largely untapped international market for Roku, meaning it's all extra frosting on the cake -- future increases will have a noticeable affect on earnings. 3. a growing perception that Roku as a company offers you a trustworthy and viable alternative to the large tech monopolies that are increasingly becoming less popular. 4. the multitude of TV manufacturers Roku's OS is installed on, a reality unmatched by competitors. 5. the technical superiority of the Roku OS over other alternatives even without any additional subscription to enhance your experience such as the case with Amazon -- to get the most out of Amazon you really need to be a subscriber.
  • T
    Thai
    A little internet/ctv ad based company PERI delivered a great earnings call today. Looks like ROKU and TTD should do just fine.
  • B
    Blue Fox
    Hey guys. I know it ain’t a sexy stick. Or a multi bagger. But Ford just blew out numbers, and restarted dividend. Also strong guidance. If you’re looking for something relatively safe from a major drop, with the chance to gain another 25% in 3-6 months, take a look. I think it goes from $16 to $20 within 6 months. The E-Stang and E-150 has its fans/buyers.
  • R
    Robert.TX
    Best ahead! US streamer Roku supports Brazilian push with São Paulo FC deal

    US streaming giant Roku has taken a one-year sponsorship with Brazil’s São Paulo Futebol Clube, its first step into football club sports marketing in the country.

    Roku launched in Brazil in 2020 as an affordable service with easy-to-use streaming devices, carrying more than 100,000 movies and TV episodes from channels like Netflix and Globoplay.

    Roku’s logo is on each shoulder of the club shirt, as well as on training kit, interview backdrops, and signage in the training centers, among other assets. No value was given for the sponsorship.

    “São Paulo Futebol Clube’s sponsorship reinforces the desire to be even closer to the Brazilian community, encouraging one of its greatest passions. We want to bring streaming to all football fans and we want to be present in their football marathons, movies and series”, says Luis Bianchi, Marketing Director for Roku in Latin America.

    Roku is a pioneer in streaming and has grown its business rapidly via Roku TV models and Roku streaming players that provide aggregated content from rights holders and other media organisations to subscribers. In 2020 it generated revenue of $1.78 billion and has a market capitalisation of more than $47 billion.

    “It is with great satisfaction that we welcome Roku to our team of sponsors. It is a large North American technology company, which proves the power of São Paulo to deliver with great results to partners. This new sponsorship reinforces how we are always attentive to global changes and their trends, with a vision focused on innovation and opportunities to expand our brand together with those of our partners,” said Eduardo Toni, Marketing Director of São Paulo Futebol Clube.
    Bullish
  • a
    ag
    Roku’s claims already caught the eye of two of the most important members of Congress attempting to rein in Big Tech through antitrust legislation. Sen. Amy Klobuchar, D-Minn., and Rep. David Cicilline, D-R.I., sided with Roku on Thursday.
    The fight between the two companies centers on a 2019 agreement to allow YouTube TV on Roku. Roku said Google demanded special access to search data from Roku customers as a condition of allowing YouTube TV on Roku devices. Roku also said Google asked for prioritized search results for YouTube videos in Roku’s search feature.
    Roku said it agreed to those terms, but also asked that Google not ask for any additional data. Google would not commit to that, according to Roku, and now both sides are at an impasse. Unless both companies come to an agreement before Dec. 9, YouTube’s apps will disappear from Roku’s app store.
  • M
    Mm sr
    I would venture to say we get the same reaction as Netflix. If we have great earnings and profits and membership increase, I see a dip and then off to the races into the end of the year. We will see, long and strong and I love this stock!!! Great future..
  • A
    Anonymous
    Redbox mid-2022 deal with Roku users and Walmart shoppers will offer a $5 credit toward movie rentals when consumers download the Redbox app via their Roku player. Smith believes, “there’s an opportunity for us to help bring our customer base to these devices like we’re doing with Roku, and that’s probably a better use of our resources than doing our own device…That’s why we’re doing the promotion with Roku because we’re helping to bring new customers to Roku through the sale of Redbox promotion-led devices at Walmart.”
    Bullish
  • B
    Blue Fox
    I just placed a buy GTC 200 COIN @.295. Hoping for a little pullback after recent run. I might even raise it if I can’t get in the next few days. I’m nit waiting for a perfect price. I think it spent sufficient time building a base in the 250 range. Crypto in general is doing well. You see SQ and PYPL making $$ off it. And it’s only part of their business. For COIN, it IS their business.

    Also put HOOD on watch list. Wanna see if it goes lower or builds a base. It also has meme potential with the short squeeze crowd. And many followers. I don’t mind riding along with the crowd. I’m waiting to see if it drops more or stabilizes.

    GL ti all. And if you’re watching something, throw it on the board.
  • B
    Blue Fox
    Hey Andrew, if you’re out there, here comes the Tucker HR. Pitching change in the 6th. I feel it coming’. 😎
  • M
    Mm sr
    Spotify just posted great numbers, advertising dollars growing, this is great for Roku!!
  • H
    Hikek
    Most people remain poor only because friends and relatives discouraged and advise them against investing and trading BTC while the wise ones kept investing and growing higher financially
  • R
    Rose
    The wisest thing that should be on everyone mind currently should be to invest in different streams of income that doesn't depend on the government especially with the current economy crisis around the world
  • T
    TheProfit
    Not that congress is getting involved I'm guessing Google will be forced to leave their apps in the Roku store. Keep in mind existing customers are grandfathered it, they can't remove the app from their Roku devices.
  • H
    Hello
    Lets hope Roku blows earnings again. Soon people will realize Roku is here to stay and will be around for many years.
  • B
    Blue Fox
    Question for nutcase Steven. Cathy Wood has been selling TSLA. It’s one of the largest holdings in a few of her funds. Do you think she’s negative on TSLA? Or maybe just taking some profit, and reallocating the portfolio?

    Funds do that you know. So do people.
  • M
    Mm sr
    Stock action doesn’t always represent how well the company is doing, I would say Roku is firing on all cylinders right now, eventually the stock will catch up with the company, I’m in no hurry, I know what Roku has in its tool box!!
  • R
    Robert.TX
    Go take a look at the latest news release, "Expanded Comprehensive Coverage is Major Milestone Towards Nielsen ONE" and it spells out the future for the advertising/marketing arm of Roku. Accumulate when you can and make smart trades when necessary. Best ahead!
    Bullish
  • A
    Andrew
    Roku needs to add a user-created content category to its Roku Channel, just next to the Live TV icon, and start directly competing against YouTube. They could drop the heavy handed censorship that Google loves so much. And maybe offer better terms to the content creators. Maybe this dispute will push Roku in that direction. Could end up being a good thing…
    Bullish
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