Key Takeaways Roku expects Q3 2025 revenues of about $1.2B, up 13% year over year.Platform revenues are projected to rise 16%, offset by a 3% decline in Devices.Ad strength, Amazon DSP progress and The Roku Channel's reach drive performance.Roku (ROKU) is slated to report third-quarter 2025 results on Oct. 30.For the third quarter of 2025, Roku expects total net revenues of approximately $1.2 billion, indicating an increase of 13% year over year. The company anticipates Platform revenues to grow 16% year ov ...

Photo by Justin Sullivan/Getty ImagesGetty ImagesRoku (NASDAQ:ROKU) is anticipated to announce its earnings on Thursday, October 30, 2025. Revenues are predicted to approximate $1.2 billion, reflecting a 13% increase year over year, according to consensus estimates, while earnings are expected to be about $0.09 per share. This growth is likely fueled by robust performance in Roku’s platform operations, especially in its advertising division, which has been gradually expanding. Throughout the last two years, ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Today, I’m breaking down two companies that don’t look identical if you compare their business models directly, but investors often choose between the two as they are ultimately “eating” from the same “bowl”. Both Roku (I write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, as I always aim ...

Roku (ROKU) closed the most recent trading day at $98.28, moving +2.34% from the previous trading session. This move outpaced the S&P 500's daily gain of 0.58%. On the other hand, the Dow registered a gain of 0.31%, and the technology-centric Nasdaq increased by 0.89%. Shares of the video streaming company witnessed a loss of 2.22% over the previous month, beating the performance of the Consumer Discretionary sector with its loss of 2.64%, and underperforming the S&P 500's gain of 0.16%.The investment commu ...

文章核心观点 - 福克斯公司当前在价值投资方面相比Roku展现出更优的机会 [1][7] - 福克斯公司的盈利预期修正趋势更为积极 而Roku的预期相对平淡 [3] - 基于多项估值指标对比 福克斯公司被认为可能是当前更优越的价值选择 [7] 公司估值比较 - 福克斯公司远期市盈率为1305 Roku远期市盈率为69142 [5] - 福克斯公司市盈增长比率为129 Roku市盈增长比率为1132 [5] - 福克斯公司市净率为194 Roku市净率为546 [6] 投资评级与评分 - 福克斯公司Zacks评级为1级 即强力买入 Roku评级为3级 即持有 [3] - 福克斯公司在价值类别评分中获得A级 Roku获得D级 [6] - 价值评分系统通过市盈率 市销率 收益收益率等多项基本面指标评估公司公允价值 [4]

Key Points Netflix decided not to pursue its plans to build a smart-TV operating system, allowing Roku to pursue those plans independently. Roku needs to attract more advertising demand, and there's hope it can do just that. 10 stocks we like better than Roku › Netflix is the heavyweight champion of streaming services. While less than 20 years ago streaming didn't really exist yet, the company had the foresight to know that streaming would be the next big thing. And that's why it worked on The Netfl ...

公司战略与资本开支 - 公司进入新的业务领域 [1] - 新战略将导致其资本支出增加 [1] 股票估值与市场情绪 - 该成长股目前交易价格相对具有吸引力 [1] - 投资者对其新战略的成本表示担忧 [1] - 所使用股价为2025年10月16日下午价格 [1]

文章核心观点 - 当前牛市已持续三年，但市场上仍存在具备强大竞争力且交易价格较历史高点有大幅折价的股票，这可能意味着这些股票相对于其长期增长前景被严重低估 [1] - 有三只股票被列为有望重回顶部的潜力股，分别是Unity Software、Roku和Fiverr International [1] Unity Software - Unity Software是领先的视频游戏开发商软件提供商，在移动游戏市场被广泛使用，并通过其广告平台Unity Vector为游戏工作室提供内容变现工具 [3] - 尽管公司第二季度总营收同比略有下降，但预计将在2026年恢复增长 [3] - Unity Vector通过提升移动设备应用下载量和应用内购买，显著提高了广告主的回报，管理层预计该工具将推动广告支出长期增长 [4] - 公司上季度游戏开发软件订阅业务实现两位数增长，并在非游戏市场连续第10个季度增长，例如扩大了与宝马等领先汽车制造商的合作，将其3D技术用于设计车载图形界面 [5] - 分析师预计Unity的自由现金流在未来几年将以年化25%的速度增长，这可能推动股价重回历史高点 [6] - 当前股价较其历史峰值仍低82% [2] Roku - Roku在广告市场放缓期间股价曾大幅下跌，但其流媒体平台用户持续增长，公司处于回报股东的有利地位 [7] - 当前股价较历史高点仍低80%，公司在流媒体市场拥有稳固的竞争地位，其操作系统价格实惠且与平台无关，能帮助用户在一个平台上聚合数十个顶级流媒体服务 [8] - 公司近年新活跃账户稳定增长，使其成为娱乐行业的强大竞争者，截至2024年底拥有近9000万用户账户，较2023年第四季度增长12% [9] - 庞大且不断增长的受众推动了广告业务的强劲增长，2025年第二季度平台营收同比增长18% [9] - 联网电视广告市场预计将从2024年的290亿美元增长至2027年的380亿美元，营收增长以及运营效率提升带来的自由现金流增长应能推动股价在2026年及以后上涨 [10] Fiverr International - Fiverr International当前股价较其历史高点低93%，但公司持续增加自由现金流并专注于人工智能计划以推动营收增长 [12] - 尽管经济波动和就业市场疲软，公司今年仍展现出韧性增长，第二季度营收同比增长15% [13] - 其市场拥有340万年度活跃买家，预计未来几年将进一步扩大，平台上AI相关服务需求强劲，例如第二季度AI顾问的需求同比增长37% [14] - 管理层预计下半年增长将因经济环境不确定而有所放缓，但AI服务的强劲需求将抵消这些不利因素，其新推出的AI驱动的Shopify商店构建器推动上季度服务营收同比增长84% [15] - 公司股票市盈率仅为9倍，投资者可能获得折价，公司似乎已做好充分准备利用就业市场反弹的机会，这应能推动股价在未来几年上涨 [16]

公司股价表现 - 2025年至今股价上涨28%，表现优于市场[1] - 当前股价仍较2021年历史高点低逾80%[4] 公司财务业绩 - 第二季度恢复盈利，早于分析师预期，结束了持续三年多的亏损[2] - 持续实现两位数的营收百分比增长[2] - 过去12个月的自由现金流持续保持在数亿美元水平[2] - 过去一年季度利润超出分析师预期25%或以上[6] 平台运营指标 - 第二季度用户通过其平台流媒体内容时长达创纪录的354亿小时，同比增长17%[5] - 平台受欢迎度处于历史高位[5] 行业趋势与公司定位 - 广告支出持续从传统线性电视向流媒体转移[5] - 公司是流媒体服务行业的标杆企业[2] - 作为智能电视操作系统先驱，在联网电视市场处于领先地位[1][7]