Roku(ROKU.US)收涨近7%！Cleveland Research：Q3业绩或超预期

智通财经09-12

智通财经APP获悉，Cleveland Research周三表示，得益于线性增长、TTD利好、CPM(每千次展现收费)投资和执行，Roku(ROKU.US)第三季度业绩可能超出市场预期。Cleveland Research表示：“Roku第三季度的势头看起来很强劲，这得益于Roku TV销量线性增长、程序化努力的推动、以及该公司在新产品/计划上的稳健执行——Roku利用供应增长在价格上取胜。”...

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Cleveland Research: Q3 results may exceed expectations","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ROKU":1},"content_text":"智通财经APP获悉，Cleveland Research周三表示，得益于线性增长、TTD利好、CPM(每千次展现收费)投资和执行，Roku(ROKU.US)第三季度业绩可能超出市场预期。Cleveland Research表示：“Roku第三季度的势头看起来很强劲，这得益于Roku TV销量线性增长、程序化努力的推动、以及该公司在新产品/计划上的稳健执行——Roku利用供应增长在价格上取胜。”Cleveland Research表示，这家流媒体设备公司的前景“看起来更具有建设性”，这是根据其新产品、新广告商收益、较低的CPM和更好的代理关系所带来的竞争力来判断的。Cleveland Research预计，大部分增长将通过DSP(Demand-Side Platform，需求方平台)实现。Cleveland Research还指出，M&E支出正在定向改善，预计第四季度体育/内容发布将进一步增加。Cleveland Research表示:“Roku似乎正在引起广泛的兴趣，并在主屏幕和新格式方面提高了对其他垂直市场的吸引力。”Roku周三收涨6.84%，报70.15美元。不过，该股今年以来已累计跌近24%，而标普500指数同一时期内则上涨了15%。Roku在8月初公布的第二季度财报强于市场预期，原因是强劲的广告销售以及向流媒体平台的持续转型。财报显示，Roku Q2总营收同比增长14%至9.68亿美元，好于分析师平均预期的9.38亿美元。按业务划分，平台营收(包括数字广告和无广告订阅)为8.24亿美元，同比增长11%;设备营收为1.44亿美元，同比增长39%。毛利润为4.25亿美元，同比增长12%。调整后的息税折旧摊销前利润(EBITDA)为4360万美元。净亏损3395.3万美元，上年同期净亏损1.08亿美元。摊薄后每股亏损0.24美元，低于分析师平均预期的每股亏损0.34美元。运营费用同比下降2%，至4.96亿美元。Roku在第二季度末拥有8360万流媒体活跃用户，较第一季度末净增长了200万。平均每用户营收为40.68美元，与上年同期持平。Roku表示，在Roku平台上分发和推广流媒体服务产生的营收增长速度快于整体平台营收增速，这主要是由于基于订阅的应用程序的价格上涨。展望未来，Roku预计，第三季度营收为10.10亿美元，符合预期;预计净亏损5000万美元，调整后的EBITDA为4500万美元。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2466516216"}