In our view ROKU’s business performance and the stock price diverged last year. We believe that this year, ROKU is even better positioned to take advantage of industry-wide tailwinds. Additionally, FY24 highlighted the durability of…

We are updating our model ahead of Q3 FY25 report. Q3 FY25: We expect subscription revenue of $144m, marketplace & other revenue of $48m and total company revenue of $191m. We are modeling adjusted gross profit…

The unveiling of the Ventura TV OS and, to lesser degree the announcement of the partnership with Spotify added dimensions to the TTD story that are unlikely to matter for the businesses performance in FY25,…

We are updating our market estimates for connected TV advertising spend for 2024 and 2025. We believe that despite a strong political cycle setting up a somewhat more difficult comp, we should see strong growth…