Professional
Added to YB: 2025-04-17
Pitch date: 2025-04-12
ROKU [neutral]
Roku, Inc.
+74.15%
current return
Author Info
No bio for this author
Company Info
Roku, Inc., together with its subsidiaries, operates a TV streaming platform in the United States and internationally.
Market Cap
$14.7B
Pitch Price
$61.71
Price Target
N/A
Dividend
N/A
EV/EBITDA
51.85
P/E
-521.08
EV/Sales
2.85
Sector
Entertainment
Category
growth
Saga Partners Portfolio Holding: Roku, Inc.
ROKU (holding update): Leading TV OS platform with 90M+ streaming households (>50% of US broadband). Outpacing competition despite Big Tech rivals - Q4 outsold next 2 OS combined. Platform segment grew 20% to $1.9B gross profit in 2024. Returned to positive EBITDA ($260M), guiding to operating profits in 2025. CTV ad dollars expected to follow viewership shift.
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