Fellow Shareholders, May 1, 2025 Exhibit 99.1 In Q1 we grew Platform revenue 17%, in line with our outlook, with contributions from both video advertising and streaming services distribution activities. Our scale in the U.S. exceeds half of broadband households and continues to grow. Beginning with our Home Screen, we continue to enhance the Roku Experience to improve content discovery for viewers, which is increasing engagement, ad reach, and subscriptions. In the U.S., The Roku Channel is now the #2 app o ...

Roku hit a new 52-week high after its last quarterly report. It's on the earnings calendar again this week.Like a limited series on a streaming service, it seems as if Roku (ROKU -1.89%) can't hold investor attention for long. Shares of the company behind the leading operating system for streaming TV soared to a fresh 52-week high after posting blowout financial results in mid-February. The stock has gone on to shed more than a third of its value since that short-lived peak.The stage could be set for a repe ...

I last discussed Roku (ROKU) on October 03, 2024, and gave it a buy recommendation due to its high potential revenue growth upside from its international expansion and improvement in its ability to monetize existing users, which shows upI have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often tend to ...

Roku Inc (NASDAQ:ROKU), one of our top stock picks of 2025, is up 2.4% to trade at $69.75 today, almost 24 hours away from the streaming company's first-quarter earnings report. Ahead of the event, options bears have been growing bolder. Roku has a history of volatile post-earnings moves. The stock gapped higher by 14.1% after an upbeat report in February, and but shed 17.3% after a dismal report in late October. Overall, the stock averaged a post-earnings move, regardless of direction, of 16.5% after the l ...

Roku (ROKU) is slated to report first-quarter 2025 results on May 1.For the first quarter of 2025, Roku expects total net revenues of $1.005 billion, indicating an increase of 14% year over year. The company anticipates Platform revenues to grow 16% year over year, and Devices revenues are expected to remain flat year over year due to elevated inventory from lower holiday sales. It expects first-quarter total gross profit of $450 million and adjusted EBITDA of $55 million.The Zacks Consensus Estimate for fi ...

One way to navigate current market volatility is to buy shares of promising companies on dips. Investing while stocks are down can lead to significant long-term returns since every bear market will eventually give way to a bull run that will be even longer, according to the historical record. But which stocks should investors buy in this environment?Let's consider two favorites of Cathie Wood, the founder and CEO of Ark Invest: Block (XYZ 1.01%) and Roku (ROKU 1.69%). The latter is the fifth-largest holding ...

Roku (ROKU) has unveiled new streaming devices and software updates, improving the “Roku Experience” for more than 90 million households. Innovations include personalized content discovery, a new “Coming Soon to Theaters” row, and streamlined sports highlights, making TV more tailored to each viewer.The company also introduced its most compact streaming sticks, upgraded Roku-made TVs, and expanded into smart home tech with battery-powered indoor and outdoor cameras. Roku’s Smart Home OS and new Smart Projec ...

文章核心观点 - 全职分析师凭借独特见解和知识，希望为其他投资者提供投资组合的不同视角 [1] 分析师信息 - 分析师可通过Seeking Alpha私信或文章评论联系 [1]

文章核心观点 - 福克斯（FOXA）在盈利预期改善和估值指标方面优于罗库（ROKU），是价值投资者目前更优的选择 [3][7] 公司评级 - 福克斯和罗库的Zacks排名分别为2（买入）和3（持有），福克斯盈利前景改善强于罗库 [3] 价值评估方法 - 发现价值机会的最佳方式是结合强大的Zacks排名和风格评分系统价值类别的高分 [2] - 风格评分系统的价值类别通过关键指标识别被低估公司，包括市盈率、市销率、盈利收益率、每股现金流等基本面指标 [4] 具体估值指标对比 - 福克斯远期市盈率为10.68，罗库为11,834.01；福克斯PEG比率为0.99，罗库为214.07 [5] - 福克斯市净率为1.85，罗库为3.46；基于这些指标，福克斯价值评级为B，罗库为D [6]

文章核心观点 - 分析Roku公司股价表现、盈利预测、分析师评级及所在行业排名情况，为投资者提供投资参考 [1][2][3][5][6] 公司股价表现 - 上一交易日收盘时Roku股价达58.46美元，较前一日上涨0.1%，跑输当日上涨0.13%的标准普尔500指数，道琼斯指数当日下跌1.33%，以科技股为主的纳斯达克指数下跌0.13% [1] - 过去一个月Roku股价下跌19.05%，表现逊于非必需消费品板块7.24%的跌幅和标准普尔500指数6.3%的跌幅 [1] 公司盈利预测 - 公司即将公布的财报预计每股收益为 - 0.27美元，较去年同期增长22.86%，扎克斯普遍预期营收为10亿美元，较去年同期增长13.98% [2] - 扎克斯普遍预期公司全年每股收益为 - 0.26美元，营收为45.9亿美元，分别较去年变动 + 70.79%和 + 11.52% [3] 分析师评级 - 分析师对Roku的预估变化与近期股价直接相关，扎克斯排名系统纳入这些预估变化形成评级体系 [4] - 扎克斯排名系统从1（强力买入）到5（强力卖出），1级股票自1988年以来平均年回报率为 + 25%，过去30天扎克斯普遍预期每股收益预估提高0.42%，Roku目前扎克斯排名为2（买入） [5] 行业排名 - 广播电台和电视行业属于非必需消费品板块，目前该行业扎克斯行业排名为84，处于250多个行业的前34% [6] - 扎克斯行业排名通过计算行业内个股的平均扎克斯排名评估行业实力，研究显示排名前50%的行业表现是后50%行业的两倍 [6]