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
Summary: Roku delivered on its FY2023 targets while offering an optimistic FQ1’24 guidance, implying that
Summary: ROKU struggled in the media and entertainment space in 2023 as streaming services prioritized
Summary: Roku faces significant headwinds resulting from operational headwinds, international expansion, and a challenging macroeconomic
Summary: Roku stock has fallen 30% this year despite a strong Q4 earnings print. The
Summary: Roku is building itself into the leading TV partner for manufacturers and streaming companies,