April 25, 2024
A beat but the Q2 guide looks somewhat cautious again for what it’s worth. A couple of less obvious points that stand out. First, The Roku Channel now is now the #3 app on the…
April 17, 2024
1×1 and small group virtual meetings with Mark Zagorsky, CEO; Nicola Allais, CFO; Tejal Engman, SVP, IR. Click to submit interest
April 13, 2024
We saw a number of important developments in connected TV in Q1 including the launch of Prime Video ad-supported tier, DIS announcement of a direct, i.e. bypassing SSPs integration with DSPs and WMT’s acquisition of…
April 5, 2024
We are introducing Q1 FY24 estimates. We are also raising our price target to $11.50 and maintain Neutral rating. We suspend the rest of our forward estimates as we currently expect the acquisition by WMT…