We are updating our estimates following Q4 FY25 report. Q1 FY26 We expect Platform revenue of $1,069m and gross profit of $551m, Devices revenue of $130m and gross profit of ($21m). Our estimate of total company…

We are updating our model to reflect Q4 results and the most recent guidance. Our estimates are: Q1 FY26: We expect revenue of $1,752m and Adjusted Ebitda of $1,472m. We expect GAAP diluted EPS of…

The ROKU story has been building up to a print/guide like this for a few quarters, in our view. The strong results and very strong guide were probably a surprise even for bulls who had…

We are updating our model to reflect Q4 results. We now expect the following results: Q1 FY26: We are modeling Create Solutions revenue of $153m, Grow Solutions revenue of $338m and total company revenue of $492m….