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We are updating our estimates following Q4 FY25. For Q1 FY26, we expect Connected TV revenue of $80m, Desktop revenue of $23m and Mobile revenue of $57m. We expect total revenue of $160m, Adjusted Ebitda…

We are updating our estimates to reflect Q4 results and the latest guidance for FY26. We are adjusting our price target to $11.50 to reflect the updated estimates and the current valuation. We now expect…

We are updating our estimates following Q4 report. We are adjusting our price target to $40 to reflect the updated estimates and the current valuation multiple. We are now modeling Q1 revenue of $678m, Adjusted…

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…

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….

We see Q4 results and the guidance for Q1 as another proof point that (i) Unity Vector is working, and (ii) there is room for upside in the mid term in other business lines. Bears…

We are updating our model following Q4 FY25 report. Our price target and rating remain unchanged. We currently expect RDDT to report the following results: Q1 FY26: Average Daily Uniques (DAUq) of 125m; $567m in advertising…

Another strong quarter with advertising revenue strength in both, brand and performance. We see the results as supportive of our thesis that RDDT is still early in the monetization cycle. DAUq came in 1m above…

We are updating our model ahead of Q3 FY26 report. We maintain our Neutral rating. Q3 FY26: We expect subscription revenue of $156m, marketplace & other revenue of $55m and total company revenue of $211m. We…

We are lowering our FY26 estimates to reflect the current operating trends. Our Q4 FY25 estimates are unchanged. Q4 FY25: We are modeling Measurement revenue of $69m, Activation revenue of $122m; our forecast for Supply-side revenue…

We are introducing Q1 FY26 estimates. Our price target and rating remain unchanged. We currently expect RDDT to report the following results: Q4 FY25: Average Daily Uniques (DAUq) of 119m; $623m in advertising and $37m in…

We are updating our model to reflect Q3 results and the most recent guidance. we are raising our twelve-month price target to $792 to reflect the updated forecast. Our estimates are: Q4 FY25: We expect…