We are updating our estimates following Q4 report. Our rating and price target remain unchanged. Q2 FY24: We expect Platform revenue of $804m and gross profit of $426m, Devices revenue of $131m and gross profit of…

A beat but the Q2 guide looks somewhat cautious again for what it’s worth. A couple of less obvious points that stand out. First, The Roku Channel now is now the #3 app on the…

1×1 and small group virtual meetings with Mark Zagorsky, CEO; Nicola Allais, CFO; Tejal Engman, SVP, IR. Click to submit interest

We saw a number of important developments in connected TV in Q1 including the launch of Prime Video ad-supported tier, DIS announcement of a direct, i.e. bypassing SSPs integration with DSPs and WMT’s acquisition of…