Posts on ROKU

Latest ideas and analyses related to Roku Inc. Class A Common Stock

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ROKU , NFLX , DIS

+16 pts



Takeaways from Mgmt Meetings in Europe

By realjoe on Sept. 13, 2022, 4:50 p.m.
Tagged topics: non deal roadshow

Views: 10, Votes: 4, Responses: 0, Attachments: 1
ROKU

+60 pts



Lower 2Q Ad Growth and Outlook on Slowing Macro Environment; Market Perform

By Thomasidea on July 30, 2022, 8:42 a.m.
Tagged topics: Internet

Views: 30, Votes: 3, Responses: 0, Attachments: 1
ROKU

+39 pts



$ROKU - Guidance & 606 Sink Shares

By labjordan on July 29, 2022, 11:20 a.m.
Tagged topics: earnings miss

Views: 25, Votes: 2, Responses: 0, Attachments: 1
GOOGL , META , ROKU

+42 pts



$GOOGL: TikTok Taking Share from YouTube

By labjordan on July 27, 2022, 5:32 p.m.
Tagged topics: growing competition , TikTok

Views: 42, Votes: 6, Responses: 0, Attachments: 1
ROKU

+47 pts



$ROKU Initiating Coverage of Leading CTV Platform at Market Perform

By josiebe on July 26, 2022, 2:06 p.m.
Tagged topics: initiation report

Views: 39, Votes: 7, Responses: 0, Attachments: 1
FOXA , PARA , ROKU , WBD , AMCX , LGF.B

+39 pts



Second Half Outlook – The First Streaming Recession?

By mooreideas on July 18, 2022, 11:16 a.m.
Tagged topics: analyst downgrade , recession fears

Views: 41, Votes: 5, Responses: 0, Attachments: 1
NFLX , ROKU

+33 pts



Netflix Rumored To Buy Roku: An Analysis

By beat_the_street on June 9, 2022, 8:56 p.m.
Tagged topics: acquisition

Views: 34, Votes: 3, Responses: 0, Attachments: 0
NFLX , ROKU

+40 pts



Why $NFLX acquiring $ROKU appears highly unlikely

By realjoe on June 8, 2022, 1:23 p.m.
Tagged topics: market chatters , mergers and acquisitions

Views: 145, Votes: 6, Responses: 0, Attachments: 1
ROKU

+34 pts



$ROKU: Top 7 CFO Take-Aways

By labjordan on May 17, 2022, 4:07 p.m.
Tagged topics: management commentary

Views: 21, Votes: 2, Responses: 0, Attachments: 1
ROKU

+36 pts



$ROKU Q1 beat a low bar but challenges remain

By josiebe on April 29, 2022, 3:04 p.m.
Tagged topics: earnings results

Views: 48, Votes: 2, Responses: 0, Attachments: 1
ROKU

+42 pts



$ROKU Decelerating Growth as Compares Remain Tough - Reiterate UW

By realmomobags on April 29, 2022, 4:06 a.m.
Tagged topics: streaming , earnings results

Views: 46, Votes: 5, Responses: 1, Attachments: 1
ROKU , NFLX

+37 pts



$ROKU - Lowering Active Accounts on Continued Supply Chain Weakness; Ad Revenue Outlook Unchanged

By labjordan on April 1, 2022, 12:05 p.m.
Tagged topics: analyst lowers estimates

Views: 39, Votes: 4, Responses: 0, Attachments: 1
ROKU

+37 pts



$ROKU - Investment ramp makes sense after 2 years of underinvestment

By cassie on March 28, 2022, 10:38 a.m.
Tagged topics: deep dive , underinvestment

Views: 22, Votes: 3, Responses: 0, Attachments: 1
ROKU

+34 pts



7 reasons to buy $ROKU

By josiebe on March 23, 2022, 10:02 a.m.
Tagged topics: analyst checks

Views: 35, Votes: 2, Responses: 0, Attachments: 1
ROKU

+34 pts



$ROK - J.P. Morgan Industrials Conference Takeaways

By puckerman17 on March 15, 2022, 2:31 p.m.
Tagged topics: analyst checks

Views: 30, Votes: 2, Responses: 0, Attachments: 1
ROKU

+34 pts



Roku Inc. | North America Roku Inc. North America In Streaming, Slowing Growth & Rising Costs Extend to the Platforms Too - Reiterate UW

By tvalerttelegram on Feb. 18, 2022, 4:20 p.m.
Tagged topics: Morgan Stanley

Views: 38, Votes: 2, Responses: 0, Attachments: 1
ROKU

+69 pts



Buy $ROKU on weakness

By josiebe on Feb. 18, 2022, 2:21 p.m.
Tagged topics: earnings results

Views: 61, Votes: 3, Responses: 0, Attachments: 1
ROKU , RDFN , FVRR

+3 pts



Request for earnings reports on $ROKU $RDFN $FVRR

By tvalerttelegram on Feb. 18, 2022, 1:48 p.m.
Tagged topics: earnings results

Views: 35, Votes: 2, Responses: 1, Attachments: 0
ROKU

+37 pts



Roku

By tvalerttelegram on Feb. 16, 2022, 3:52 p.m.
Tagged topics: Morgan Stanley

Views: 30, Votes: 3, Responses: 0, Attachments: 1
ADTH , AMZN , ATY , CTV , DSP , DV , FB , GOOGL , MGNI , OB , PERI , ROKU , TBLA , TRMR , TTD

+61 pts



Why Every Portfolio Should Own AdTech in 2022

By labjordan on Feb. 14, 2022, 12:08 p.m.
Tagged topics: deep dive

Views: 244, Votes: 10, Responses: 1, Attachments: 1