Roku, Inc.

May 9, 2020

The story got more compelling; our base case looks too conservative now; BUY

By Vasily Karasyov

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May 7, 2020

FIRST LOOK

By Vasily Karasyov

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April 27, 2020

Virtual NDR with the CFO on May 18th

By Vasily Karasyov

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April 14, 2020

Scenarios for FY20-22; revising base case assumptions and estimates; BUY

By Vasily Karasyov

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March 13, 2020

The black box of the Platform segment; room for revenue upside but risks rising

By Vasily Karasyov

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February 17, 2020

If you like the stock for the right reason, Q4 report was a positive; BUY

By Vasily Karasyov

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February 13, 2020

FIRST LOOK

By Vasily Karasyov

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December 4, 2019

Headroom for ad revenue growth underappreciated; raising PT to $180; BUY

By Vasily Karasyov

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November 7, 2019

A lot to look forward to; reiterate Buy

By Vasily Karasyov

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November 6, 2019

FIRST LOOK

By Vasily Karasyov

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October 22, 2019

CFO NDR in New York on November 20th

By Vasily Karasyov

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October 16, 2019

CFO NDR in New York on November 20th

By Vasily Karasyov

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August 8, 2019

Viacom is making sure there are more quarters like Q2; raising PT to $143

By Vasily Karasyov

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August 7, 2019

FIRST LOOK

By Vasily Karasyov

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June 5, 2019

More positive data points from Viacom-Pluto TV

By Vasily Karasyov

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