Added to YB: 2025-05-06
Pitch date: 2025-05-04
ROKU [neutral]
Roku, Inc.
+77.11%
current return
Author Info
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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
$60.68
Price Target
N/A
Dividend
N/A
EV/EBITDA
51.85
P/E
-521.08
EV/Sales
2.85
Sector
Entertainment
Category
growth
Roku Shines in Q1 2025: Programmatic Ads and The Roku Channel Drive 16% Revenue Surge
ROKU (earnings update): Strong Q1 with $1,021M rev (+16% YoY), Platform $881M (+17%), Devices $140M (+11%). Platform GM stable at 52.7%, device margins negative. GAAP net loss $25M, Adj EBITDA $70M. Roku Channel now #2 US app, streaming +84% YoY. Programmatic ads growing. Frndly TV acquisition ($185M) to be EBITDA accretive. 40% US smart TV share. 2025 guidance: $4.55B rev, $350M EBITDA.
Read full article (7 min)