Roku, Inc. (NASDAQ:ROKU ) Bank of America 2025 Media, Communications & Entertainment Conference September 4, 2025 11:20 AM EDT Company Participants Dan Jedda - COO & CFO Presentation Unknown Analyst Really delighted to have Dan Jedda, newly appointed Chief Operating Officer and CFO of Roku. Thanks so much for being here.
Roku's content, commerce and ad synergy give it an edge as CMCSA navigates slower streaming profitability.
Roku offers a compelling buying opportunity, driven by margin expansion and a promising partnership with Amazon despite cyclical concerns. The company posted strong Q2 results, beating revenue and profit guidance, and maintains a robust cash position with no debt. Risks include potential disruption from Walmart's Vizio acquisition, but upcoming catalysts like the Amazon deal could offset these concerns.
Roku, Inc. (NASDAQ:ROKU ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 3, 2025 9:30 AM EDT Company Participants Dan Jedda - COO & CFO Conference Call Participants Jason Bazinet - Citigroup Inc., Research Division Presentation Jason Bazinet MD, Global Head of EMT & Analyst Dan Jedda, CFO of Roku, with us here today. Dan, how are you?
With ad growth outpacing the OTT market, ROKU leverages DSP ties and The Roku Channel to drive platform gains.
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Zacks.com users have recently been watching Roku (ROKU) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Roku launched Howdy, a $2.99-per-month, ad-free streaming service. The service runs alongside the free, ad-supported Roku Channel, and adds to Roku's growing content lineup.
Recently, Zacks.com users have been paying close attention to Roku (ROKU). This makes it worthwhile to examine what the stock has in store.
Roku is the #1 OS U.S. streaming platform, showing double-digit revenue growth and a unique, user-friendly product with global expansion potential. Despite recent margin concerns, Roku remains healthy with strong cash reserves, positive EPS, and improving profitability trends, and positive FCF. The new Ads Manager platform opens a massive $60B SMB TV ad market, positioning Roku to potentially double its revenue in coming years.
ROKU posts surprise Q2 profit and 15% revenue growth as ad strength, The Roku Channel, and Disney tie-ups boost momentum.
Roku, Inc. (NASDAQ:ROKU ) Q2 2025 Earnings Call July 31, 2025 5:00 PM ET Company Participants Anthony J. Wood - Founder, Chairman, President & CEO Charlie Collier - President of Roku Media Conrad Grodd - Vice President of Investor Relations Dan Jedda - Chief Financial Officer Conference Call Participants Barton Evans Crockett - Rosenblatt Securities Inc., Research Division David Carl Joyce - Seaport Research Partners Jason Stuart Helfstein - Oppenheimer & Co. Inc., Research Division Laura Anne Martin - Needham & Company, LLC, Research Division Matthew Dorrian Condon - Citizens JMP Securities, LLC, Research Division Michael C.