Boeing $BA (+0,14%)
Merck $MRK (-0,59%)
Nike $NKE (+0,38%)
Ulta Beauty $ULTA (+0,01%)
Roku $ROKU (+0,07%)
Wayfair $W (+1,47%)
Peloton $PTON (-0,94%)
Discussão sobre ROKU
Postos
22
2Mês·
$ROKU (+0,07%) Q3'24 Earnings Highlights:
🔹 EPS: -$0.06 (Est. -$0.32) 🟢
🔹 Revenue: $1.06B (Est. $1.02B) 🟢; UP +16% YoY
🔹 Net Loss: $9.0M (vs. -$330.1M in Q3 2023)
Q4'24 Guidance:
🔹 Total Revenue: $1.14B (Est. $1.11B) 🟢; UP +16% YoY
🔸 Platform Revenue: Expected growth of 14% YoY
🔸 Device Revenue: Expected growth of 25% YoY
🔹 Gross Profit: $465M
🔹 Adjusted EBITDA: $30M
🔹 Net Loss: $65M
🔹 Operating Expenses (OpEx): Expected increase of 9% YoY in Q4
Revenue Breakdown:
🔹 Platform Revenue: $908.2M; UP +15% YoY
🔹 Device Revenue: $154.0M; UP +23% YoY
Key Financial Metrics:
🔹 Platform Gross Margin: 54.2%; UP +6.1 pts YoY
🔹 Total Gross Margin: 45.2%; UP +4.8 pts YoY
🔹 Adjusted EBITDA: $98.2M (vs. $43.4M in Q3 2023)
Operational Metrics:
🔹 Streaming Hours: 32.0B hours; UP +20% YoY
🔹 Streaming Households: 85.5M; UP +13% YoY
🔹 Average Revenue Per User (ARPU): $41.10 (TTM); Flat YoY
Business and Strategic Highlights:
🔸 Roku Channel ranked #3 app by reach and engagement
🔸 Roku OS remains the #1 selling TV OS in the U.S., Mexico, and Canada
🔸 Launched 2024 Roku Ultra with improved performance
🔸 Expanded advertising solutions for small/medium businesses
🔸 Deepened partnership with The Trade Desk, contributing to positive early results in monetization efforts
🔸 Q4 tailwinds expected from political ad spend
CEO Commentary:
🔸 "We are pleased with the execution of our monetization initiatives. The deeper integration with The Trade Desk and tailwinds from political ad spend will continue to positively impact Q4. We remain confident in our ability to grow Platform revenue in 2025 and beyond as we increase ad demand and expand our Home Screen strategy and Roku-billed subscriptions."
22
5Mês·
+++ Cathie Woods, the most respected woman on Wall Street, loses 14.2 billion dollars and says: "Trust me, brother" +++
Cathie Wood, the famous CEO of ARK Investment, recently defended her main fund's strategy in a letter to investors. 🌟
📉 The ARK Innovation ETF has lost over 12% so far in 2024, compared to a 16.9% rise in the S&P 500. Despite this, Cathie remains optimistic and believes things will improve once interest rates fall, and therefore wrote an investor letter where she lays out her complete strategy to build confidence.
Her biggest investments are Tesla 🚗 $TSLA (+0,11%) , Coinbase $COIN (-0,28%) 💰 and Roku $ROKU (+0,07%) 📺.
Cathie is determined and believes her investments in disruptive innovation will shape the future, what do you say?
👍 Like if you trust Cathie. ❤️ Heart if you remain skeptical!
www.reuters.comreuters.com
2Ano·
getquin Daily Summary 03.11.2022
Hello getquin,
we hope you had a nice Thursday. Before we go to the news, here's a little challenge: How many of the personalities in the picture do you know?
Europe🌍:
- Minus of 40 billion euros - gas supplier Uniper makes record loss! Read more: http://bit.ly/3Wqp58J
- Bank of England says UK faces longest recession since records began! Read more: http://bit.ly/3NzeBzH
- Inflation in Turkey exceeds 85% as Erdogan continues to rule out interest rate hikes! Read more: http://bit.ly/3T2hNVQ
America🌏:
- Biden shrinks strategic petroleum reserve to lowest level since 1980s. More: http://bit.ly/3U4wZ5Z
- CVS, Walmart and Walgreens to pay $13.8 billion to settle opioid lawsuits in U.S.. Read more: http://bit.ly/3SYJAq5
- Serena Williams and Justin Timberlake are among investors in Tiger Woods and Rory McIlroy's sports project! Read more: http://bit.ly/3T7wdnA
- Twitter reportedly plans to lay off about 3,700 employees . Read more: http://bit.ly/3UouITe
Asia🌏:
- Former Pakistani prime minister Imran Khan shot during protest march. Read more: http://bit.ly/3sTr3kD
- World's largest iPhone factory sealed off! Read more: http://bit.ly/3NEovQU
Stocks of the day:
🟩 TOP $ROKU (+0,07%) 51,25€ (🔼 +13,18%)
🟥 FLOP $KAHOT 1,82€ (🔽 -19,74%)
🟥 Most searched $AMZN (+0,01%) , 91,96€ (🔽 -2,63%)
🟥 Most traded $AMZN , 91,96€ (🔽 -2,63%)
🟥 S&P500, 3,726.82 (🔽 -0.87%)
🟥 DAX, 13,121.90 (🔽 -1.02%)
🟩 Bitcoin ₿, 20,704.50€ (🔼 +0.84%)
Time: 17:00 CEST
2Ano·
Quarterly figures for 02.11.2022...
+7 followers until special with getquin and me ⤵️
in this post this morning, I announced the quarterly figures for Today:
https://app.getquin.com/activity/jIaIZczULJ?lang=de&utm_source=sharing
these I summarize in the usual nature once again briefly:
$ETSY (-0,08%)
Etsy:
Beat analyst estimates of $0.37 in the third quarter with earnings per share of $0.58. Revenue of $594.5 million beat expectations of $562.56 million.
$O (+0,46%)
Realty Income:
Beats third-quarter analyst estimates of $0.36 with earnings per share of $0.98. Revenue of $837.3 million beats expectations of $816.26 million.
$ROKU (+0,07%)
Roku:
Third-quarter earnings per share of -$0.88 beat analyst estimates of -$1.29. Revenue of $761 million exceeded expectations of $702.41 million.
$FTNT (+0,06%)
Fortinet:
Third-quarter earnings per share of $0.33 beat analyst estimates of $0.27. Revenue of $1.15 billion exceeded expectations of $1.12 billion.
$FSLY (-3,13%)
Fastly:
Beats analyst estimates of -$0.17 in the third quarter with earnings per share of -$0.14. Revenue of $108.5 million beats expectations of $103.62 million.
$EBAY (+0,13%)
eBay:
Surpassed analyst estimates of $0.93 in the third quarter with earnings per share of $1.00. Revenue of $2.4 billion exceeded expectations of $2.33 billion.
$BKNG (-0,31%)
Booking Holdings:
Beats third-quarter analyst estimates of $49.55 with earnings per share of $53.03. Revenue of $6.1 billion beats expectations of $5.93 billion.
$QCOM (+0,48%)
Qualcomm:
Missed analyst estimates of $3.15 in the fourth quarter with earnings per share of $3.13. Revenue of $11.39 billion beat expectations of $11.35 billion.
#quartalszahlen
#communityfeedback
#community
#qualcomm
#ebay
#roku
#bookingholding
#aktien
#börse
#boerse
1818
4 Comentários
2Ano
Thanks for the service ☺️👍 At Realty and Ebay at it 💪😁 At Realty quite strong deviation in profit and estimate🤔
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2Ano·
getquin Daily Summary 07/29/2022
Hello getquin,
a new plant for battery stations will start up in Hungary. Also in the mix, Apple and Procter & Gamble quarterly results!
Europe🌍:
1. Nio starts up battery station plant in Hungary*
E-car maker Nio is looking to expand its market share in Europe by starting production of battery swap stations outside China. To that end, Nio said Friday in Hungary that it will open a facility in September that will serve as a production, service and research and development center, as well as a site for these activities.
In addition to selling its China-made cars in Norway, Nio plans to enter the German, Dutch, Swedish and Danish markets this year. These countries will be supplied with battery changing stations from the plant near Budapest. Until now, the company has imported battery-changing stations from China.
Would you have chosen Hungary as the location? https://bit.ly/3Je1txQ
🟥 $NIO (+0,48%) (🔽 -0.21%)
America🌏:
2. US chip bill to distort global semiconductor supply chain, according to China
The US Congress will distort the global semiconductor supply chain and disrupt international trade, according to China. The U.S. House of Representatives passed sweeping legislation Thursday to subsidize the domestic semiconductor industry in competition with Chinese and other foreign manufacturers. China will continue to monitor the progress and implementation of the U.S. law and, if necessary, take action to protect its legitimate rights, the ministry said in a statement.
Read more here: https://reut.rs/3zHaP1X
Appel $AAPL (+0,27%)
EPS: 🟩 $1.16 expected vs $1.20 published; difference: 3.86%.
Revenue: 🟥 $82.97 billion expected vs $82.96 billion published; variance: -0.01%.
Procter & Gamble $PG (+0,15%)
Procter & Gamble reported mixed quarterly results on Friday as the consumer goods giant faced rising raw material costs and warned it expects "significant headwinds" to continue in fiscal 2023.
The Cincinnati-based maker of products such as Pampers, Pantene and Tide said higher prices in its fiscal fourth quarter offset a decline in sales volume primarily due to pandemic-related closures in China and reduced activity in Russia.
The company's shares fell about 4% in premarket trading.
EPS: 🟥 $1.23 expected vs $1.21 published; Difference: -1.43%
Revenue: 🟩 $19.41 billion expected vs $19.52 billion published; variance: 0.54%
Source: https://cnb.cx/3voKIuf
Stocks of the day:
🟩 TOP $AMZN (+0,01%) €135.04 (🔼 +13.35%)
🟥 FLOP $ROKU (+0,07%) , 61,49 € (🔽 -26,95%)
🟩Most searched $AMZN (+0,01%) 135,04 € (🔼 +13,35 %)
🟩 Most traded $AMZN (+0,01%) 135,04 € (🔼 +13,35 %)
🟩 S&P500, 4,110.46 (🔼 +0.93%)
🟩 DAX, 13,498.24 (🔼 +1.63%)
🟩 Bitcoin ₿, €23,748.31(🔼 +1.48%)
Time: 16:30 CEST
Fun Fact:
Did you know that when Nintendo was founded in 1889 they were a playing card company?
1010
2Ano·
getquin Daily Summary 29.07.2022
Hello getquin,
a new plant for battery stations will start up in Hungary. Also, Apple and Procter & Gamble's quarterly figures!
Europe🌍:
1st Nio starts up battery station plant in Hungary
E-car maker Nio is looking to expand its market share in Europe by starting production of battery swap stations outside China. To that end, Nio said Friday in Hungary that it will open a facility in September that will serve as a production, service and research and development center, as well as a site for these activities.
Nio plans to sell its China-made cars not only in Norway, but also to enter the German, Dutch, Swedish and Danish markets this year. These countries will be supplied with battery changing stations from the plant near Budapest. Until now, the company has imported battery-changing stations from China.
Would you have chosen Hungary as the location? https://bit.ly/3Je1txQ
🟥 $NIO (+0,48%) (🔽 -0,21 %)
America🌏:
2nd U.S. chip law to distort global semiconductor supply chain, China says
The US Congress will distort the global semiconductor supply chain and disrupt international trade, according to China. The U.S. House of Representatives on Thursday passed sweeping legislation to subsidize the domestic semiconductor industry in competition with Chinese and other foreign manufacturers. China will continue to monitor the progress and implementation of the U.S. law and, if necessary, take action to protect its legitimate rights, the ministry said in a statement.
Read more here: https://reut.rs/3zHaP1X
Appel $AAPL (+0,27%)
EPS: 🟩 $1.16 expected vs $1.20 published; Difference: 3.86%
Sales: 🟥 $82.97 billion expected vs $82.96 billion published; Variance: -0.01%.
Procter & Gamble $PG (+0,15%)
Procter & Gamble reported mixed quarterly results Friday as the consumer goods giant faced rising raw material costs and warned that it expects "significant headwinds" to continue in fiscal 2023.
The Cincinnati-based maker of products such as Pampers, Pantene and Tide said higher prices in its fiscal fourth quarter offset a decline in sales volume primarily due to pandemic-related closures in China and reduced activity in Russia.
The company's shares fell about 4% in premarket trading.
EPS: 🟥 $1.23 expected vs $1.21 published; difference: -1.43%.
Revenue: 🟩 $19.41 billion expected vs $19.52 billion published; variance: 0.54 %
Source: https://cnb.cx/3voKIuf
Stocks of the day:
🟩 TOP $AMZN (+0,01%) 135,04 € (🔼 +13,35 %)
🟥 FLOP $ROKU (+0,07%) , 61,49 € (🔽 -26,95%)
🟩Most searched $AMZN (+0,01%) 135,04 € (🔼 +13,35 %)
🟩 Most traded $AMZN (+0,01%) 135,04 € (🔼 +13,35 %)
🟩 S&P500, 4,110.46 (🔼 +0.93%)
🟩 DAX, 13,498.24 (🔼 +1.63%)
🟩 bitcoin ₿, €23,748.31(🔼 +1.48%)
Time: 16:30 CEST
Fun Fact:
Did you know that when Nintendo was founded in 1889 they were a playing card company?
1212
1 Comentar
P&G is the only stock that my grandma had in her portfolio forever because she worked there. She keeps me up to date weekly on the price she got from the teletext (!) 😀
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2Ano·
Does Roku actually have any unique selling proposition? In the end, they only offer a receiver with a platform where you can watch all streaming services. It's available on every SmartTV and in almost every receiver, whether it's from Sky, Magenta or other providers here in Germany. Amazon Fire TV Stick is also available. Does this company have any unique selling proposition that I'm not aware of? Is there anything particularly innovative?
11
3 Comentários
No is not innovative. That's why cathie wood loves the Ranzaktie 😂.
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2Ano·
AVOD growth by 2026 approximately 49% of population in US. 8% growth. Consumption is changing due to generational change.
AVOD platform - $ROKU (+0,07%)
$FUBO
DDP - $TTD (-0,24%)
SSP - $MGNI (+0,09%) ($PUBM
$PERI
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