嘉仓佑措
2021-04-22
Sports is the second most popular programme to watch, guess what is the first?
One BIG Reason to Buy ROKU Stock After Netflix’s Disastrous Earnings Report
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羊乳味饼干
2021-04-22
羊乳味饼干
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But they watched <i>more</i>sports.</li>\n <li>In the first quarter of 2021, we had a Super Bowl and March Madness — two huge sporting events after a near 12-month lull in sports outside of the NBA playing in bubble in Florida.</li>\n <li>Roku is a beneficiary of this, because you can stream sports through Roku’s platform. You cannot do that on Netflix.</li>\n <li>Indeed, Roku said that viewership on its platform of the NCAA Men’s Basketball Tournament jumped 75% from the last tournament, which was held in 2019 (the NCAA called off the 2020 tournament due to Covid-19).</li>\n <li>SimilarWeb data does show that Roku monthly active user base actually rose in the first quarter of 2021, whereas Netflix’s monthly active user base dropped.</li>\n <li>This difference means Roku’s earnings could look a lot better than Netflix’s earnings.</li>\n</ul>\n<p><b>ROKU Stock Price Forecast</b></p>\n<ul>\n <li>We believe ROKU stock is fundamentally undervalued.</li>\n <li>Long-term, this a company that is creating a software ecosystem which will one day turn into the digital “cable box” of the streaming TV world, serving as a central access point for consumers into all of their favorite streaming services.</li>\n <li>The company will earn a lot of high-margin revenue from revenue-sharing agreements with streaming service providers, and ad sales through both its platform and ad-supported streaming channel.</li>\n <li>Competition is muted by the fact that consumers like simplicity and consistency. Roku has designed the simplest, most intuitive interface in the streaming world, and owns most of the market, meaning consumers are used to the Roku UI and want to see it everywhere.</li>\n <li>Given the company’s tremendous long-term growth potential, our modeling suggests ROKU stock is worth at least $450 today.</li>\n</ul>\n<p>ROKU stock is a great play on the fact that the world is pivoting from linear TV to streaming TV. This pivot encompasses Netflix, Roku,<b>Disney</b>(NYSE:<b><u>DIS</u></b>),<b>AT&T</b>(NYSE:<b><u>T</u></b>), and so many more. By the end of the decade, everything we watch will be through the internet. Cable boxes will be as obsolete as CD players are today.</p>\n<p>Netflix stock is the blue-chip stock to buy to play this streaming revolution. Roku stock is a higher-upside but still relatively safe bet. However, these stocks do not represent the highest upside picks in this space.</p>\n<p>Instead, the highest upside picks in the streaming TV revolution — stocks that could soar 10X in value over the next decade — are lesser-known streaming companies that have an opportunity to turn into household ubiquities like Netflix one day.</p>\n<p>Buying those stocks today, could be like buying Netflix stock a decade ago.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>One BIG Reason to Buy ROKU Stock After Netflix’s Disastrous Earnings Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOne BIG Reason to Buy ROKU Stock After Netflix’s Disastrous Earnings Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-22 11:44 GMT+8 <a href=https://investorplace.com/hypergrowthinvesting/2021/04/one-big-reason-to-buy-roku-stock-after-netflixs-disastrous-earnings-report/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What Happened to the Roku Stock Price Today?\n\nRoku(NASDAQ:ROKU) stock saw wobbly trading Wednesday — at one point, dropping about a percent — on what was otherwise a very strong day for the stock ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2021/04/one-big-reason-to-buy-roku-stock-after-netflixs-disastrous-earnings-report/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"https://investorplace.com/hypergrowthinvesting/2021/04/one-big-reason-to-buy-roku-stock-after-netflixs-disastrous-earnings-report/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182192793","content_text":"What Happened to the Roku Stock Price Today?\n\nRoku(NASDAQ:ROKU) stock saw wobbly trading Wednesday — at one point, dropping about a percent — on what was otherwise a very strong day for the stock market, and especially for tech stocks.\nThe lack of conviction among traders can be attributed to a bad earnings report fromNetflix(NASDAQ:NFLX).\nRoku’s stock ended the day higher by 50 basis points.\n\nHow Netflix Impacts Roku’s Stock\n\nNetflix reported a sharp slowdown in subscriber growth in the first quarter of 2021, and called for that slowdown to get worse in the second quarter as the company faces headwinds from a “pull-forward” of demand into 2020 thanks to the pandemic.\nMany fear these same “pull-forward” demand headwinds will show up in Roku’s first-quarter earnings report.\nIndeed, Roku’s app download trends and web traffic followed a similar downward trend as Netflix’s in the first quarter of 2021, per data from Similar Web.\nBut Roku has one thing that Netflix doesn’t have:sports.\nSports could save ROKU stock this quarter.\n\nWhy Sports Matter to Roku Stock\n\nConsumers may have watched less Netflix TV shows and movies during the first quarter of 2021. But they watched moresports.\nIn the first quarter of 2021, we had a Super Bowl and March Madness — two huge sporting events after a near 12-month lull in sports outside of the NBA playing in bubble in Florida.\nRoku is a beneficiary of this, because you can stream sports through Roku’s platform. You cannot do that on Netflix.\nIndeed, Roku said that viewership on its platform of the NCAA Men’s Basketball Tournament jumped 75% from the last tournament, which was held in 2019 (the NCAA called off the 2020 tournament due to Covid-19).\nSimilarWeb data does show that Roku monthly active user base actually rose in the first quarter of 2021, whereas Netflix’s monthly active user base dropped.\nThis difference means Roku’s earnings could look a lot better than Netflix’s earnings.\n\nROKU Stock Price Forecast\n\nWe believe ROKU stock is fundamentally undervalued.\nLong-term, this a company that is creating a software ecosystem which will one day turn into the digital “cable box” of the streaming TV world, serving as a central access point for consumers into all of their favorite streaming services.\nThe company will earn a lot of high-margin revenue from revenue-sharing agreements with streaming service providers, and ad sales through both its platform and ad-supported streaming channel.\nCompetition is muted by the fact that consumers like simplicity and consistency. Roku has designed the simplest, most intuitive interface in the streaming world, and owns most of the market, meaning consumers are used to the Roku UI and want to see it everywhere.\nGiven the company’s tremendous long-term growth potential, our modeling suggests ROKU stock is worth at least $450 today.\n\nROKU stock is a great play on the fact that the world is pivoting from linear TV to streaming TV. This pivot encompasses Netflix, Roku,Disney(NYSE:DIS),AT&T(NYSE:T), and so many more. By the end of the decade, everything we watch will be through the internet. Cable boxes will be as obsolete as CD players are today.\nNetflix stock is the blue-chip stock to buy to play this streaming revolution. Roku stock is a higher-upside but still relatively safe bet. However, these stocks do not represent the highest upside picks in this space.\nInstead, the highest upside picks in the streaming TV revolution — stocks that could soar 10X in value over the next decade — are lesser-known streaming companies that have an opportunity to turn into household ubiquities like Netflix one day.\nBuying those stocks today, could be like buying Netflix stock a decade ago.","news_type":1},"isVote":1,"tweetType":1,"viewCount":378,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":65,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":4100784,"commentId":"4100784","gmtCreate":1619067956013,"gmtModify":1619070954155,"authorId":3556028785663928,"author":{"id":3556028785663928,"idStr":"3556028785663928","authorId":3556028785663928,"name":"羊乳味饼干","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":376009490,"objectIdStr":"376009490","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"porn哈哈哈哈","text":"porn哈哈哈哈","html":"porn哈哈哈哈","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/376009490"}
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