We think that a slight beat in Q4 and a weak guide for Q1 will reinforce the bear case which has been weighing on the stock since Q4 FY24 print. In our view, irrespective of…

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…