Roku, Inc.

November 4, 2021

The sentiment can be bottoming today

By Vasily Karasyov

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November 3, 2021

FIRST LOOK

By Vasily Karasyov

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August 5, 2021

We must be looking at different Q2 reports…

By Vasily Karasyov

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August 4, 2021

FIRST LOOK

By Vasily Karasyov

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July 7, 2021

The true content costs & the bear case

By Vasily Karasyov

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June 17, 2021

Model update

By Vasily Karasyov

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May 7, 2021

Here is how they beat and will keep beating

By Vasily Karasyov

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May 6, 2021

FIRST LOOK

By Vasily Karasyov

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March 30, 2021

Going to Street-high estimates after a dive into Platform revenue; BUY; PT 650

By Vasily Karasyov

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March 21, 2021

Bears are wheeling out a straw man

By Vasily Karasyov

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February 21, 2021

A clinic in dismantling a bear case; raising price target to $650

By Vasily Karasyov

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February 18, 2021

FIRST LOOK

By Vasily Karasyov

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November 7, 2020

More good news hidden in the Q3 print; raising PT to $290; BUY

By Vasily Karasyov

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September 29, 2020

Headroom for monetization growth and steady state revenue opportunity; BUY

By Vasily Karasyov

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August 6, 2020

The Rubicon crossed; price target $193; reiterate BUY

By Vasily Karasyov

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