ROKU (US)


December 16, 2024

2025 should be even more interesting for connected TV

By Vasily Karasyov

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…

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May 19, 2024

Quantifying the benefits of the ROKU – TTD partnership

By Vasily Karasyov

In this note we analyze the implications of the recently announced partnership between ROKU and TTD for the two stocks. We show that this development strengthens the case for an acceleration in ROKU Platform revenue…

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