Roku: Operating Costs Not Justified By Growth
Summary: Roku’s growth rate has recovered in recent quarters, driven in part by easy comparable
Summary: Roku’s growth rate has recovered in recent quarters, driven in part by easy comparable
Summary: ROKU continues to underperform the wider market as the FTC investigates the WMT-VZIO deal.
Summary: Roku’s market share in TV usage is growing, with increased streaming hours and ad-supported
Summary: Roku holds a substantial amount of cash, nearly 25% of its market cap, with
Summary: Roku’s stock price has dropped nearly 40% this year despite positive Q1 earnings results
Summary: The main investment thesis lies in Roku’s ability to achieve profitability quickly, and to
Summary: Roku disappointed investors with guidance suggesting increased spending in the second half, affecting its
Summary: Roku’s growth and profitability are bouncing back, but immediate prospects could be hampered by
Summary: My second coverage of Roku is a lot more optimistic than the first one
Summary: Roku’s financials and business metrics do not fully reflect the business, causing a disconnect