We believe that Roku’s updated guidance for the Platform segment’s gross margin in FY25 has positive implications for the revenue trajectory this year. Our analysis, detailed below, suggests that the change came as a result…

Our Q2 FY25 estimates are: 12,048K digital-only subs at quarter end Digital-only subscription revenue of $351m Total subscription revenue of $481m Total advertising revenue of $122m Total revenue to $673m Adjusted Operating Profit of $122m…

We are updating our estimates to reflect Q1 results and the latest guidance for FY25. We now expect the following results: FY25: We are modeling $242m in Measurement revenue, $415m in Activation and $69m in Supply-side…

We are updating our estimates following Q1 report. We are now modeling Q2 revenue of $682m, Adjusted Ebitda of $259m and adjusted diluted EPS of$0.42. We expect FY25 revenue of $2,821m, Adjusted Ebitda of $1,113m…