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AMZN , ROKU , VZIO

+41 pts



JP Morgan believes $AMZN TV will have limited impact on $ROKU and $VZIO

By puckerman17 on Sept. 13, 2021, 5:50 p.m.
Tagged topics: growing competition , connected TV , JP Morgan , Amazon TV

Views: 430, Votes: 5, Responses: 0, Attachments: 2
ROKU

+32 pts



$ROKU - Deutsche believes The Roku Channel is well positioned to take leading position in the #AVOD market, and advertisers are willing to pay a premium

By puckerman17 on Aug. 25, 2021, 12:50 p.m.
Tagged topics: streaming , AVOD , deep dive , Deutsche Bank , adtech

Views: 234, Votes: 1, Responses: 0, Attachments: 2
WMG , NFLX , DIS , SPOT , FOXA , ROKU , VIAC , OMC , MSG

+40 pts



Morgan Stanley most bullish on $WMG $NFLX and $DIS following Q2 characterized by advertising boom but streaming slowdown

By puckerman17 on Aug. 18, 2021, 10:46 a.m.
Tagged topics: streaming , digital advertising , media , cord cutting

Views: 261, Votes: 2, Responses: 0, Attachments: 2
ROKU

+40 pts



$ROKU - bulls see a 'pureplay YouTube' with significant upside to ad revenue, while bears see peak growth priced for perfection

By puckerman17 on Aug. 5, 2021, 11:22 a.m.
Tagged topics: streaming , digital advertising , earnings results , JP Morgan , Morgan Stanley , Needham , Oppenheimer , bull vs bear

Views: 141, Votes: 4, Responses: 0, Attachments: 8
ROKU

+36 pts



$ROKU - Morgan Stanley says strong ad market priced in, sees decelerating growth and multiple compression ahead

By mooreideas on Aug. 2, 2021, 9:11 p.m.
Tagged topics: priced in , Morgan Stanley , multiple compression , rich valuations , growth deceleration

Views: 34, Votes: 2, Responses: 1, Attachments: 2
ROKU

+32 pts



$ROKU - JP Morgan sees upside to estimates, but also warns that investor expectations into Q2 very high

By puckerman17 on Aug. 2, 2021, 4:02 p.m.
Tagged topics: streaming , digital advertising , earnings preview , JP Morgan , media

Views: 98, Votes: 1, Responses: 0, Attachments: 2
ROKU

+40 pts



$ROKU - Needham says DataXu is Roku's hidden value driver, and investors are underestimating its contribution

By puckerman17 on July 15, 2021, 2:36 p.m.
Tagged topics: digital advertising , Dataxu , hidden value , Needham , adtech , media , upside to estimates

Views: 180, Votes: 6, Responses: 1, Attachments: 16
AMZN , GOOGL , FB , TTD , ROKU , WIX

+32 pts



$AMZN - Jefferies-hosted ad expert says CPG and Healthcare are the next biggest ad revenue opportunities for Amazon

By labjordan on July 7, 2021, 9:58 a.m.
Tagged topics: digital advertising , ad tech , expert analysis , Jefferies

Views: 20, Votes: 1, Responses: 0, Attachments: 4
AAPL , ROKU , AMZN , GOOGL , FB , PINS , SNAP , TWTR

+31 pts



JP Morgan sees app tracking opt-in below 40% eight weeks into iOS14.5, still believes advertising impact to publishers will be 'manageable'

By mooreideas on June 28, 2021, 12:21 p.m.
Tagged topics: analyst checks , digital advertising , JP Morgan , App Tracking Transparency , iOS privacy changes

Views: 152, Votes: 1, Responses: 0, Attachments: 4
CMCSA , VIAC , ROKU , AAPL , AMZN , GOOGL

+32 pts



$CMCSA - Goldman says merger with $VIAC would add scale but increase exposure to cord-cutting, buying $ROKU would add streaming scale but be in direct competition with tech giants

By labjordan on June 25, 2021, 10:46 a.m.
Tagged topics: scale benefits , market chatters , mergers and acquisitions , Goldman Sachs , media

Views: 167, Votes: 1, Responses: 0, Attachments: 4