Despite the Dip, Roku Is a Wait-And-See Stock Here_老虎社区_美港股上老虎

Despite the Dip, Roku Is a Wait-And-See Stock Here

InvestorPlace2021-10-27

Roku(NASDAQ:ROKU) will release its third-quarter earnings on Nov. 3 after the stock market close. This could be a bellwether for how well its crucial Christmas season turns out. Investors will be ...

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lynnnn
·2021-10-27
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nelson21
·2021-10-27
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huawei9731
·2021-10-27
Read... Pls like. Thanks in advance
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Investors will be ...</p>\n\n<a href=\"https://investorplace.com/2021/10/roku-stock-could-get-hit-by-the-supply-chain-crisis-if-there-are-fewer-roku-tvs-on-shelves/\">网页链接</a>\n\n</div>\n","source":"lsy1606302653667","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>Despite the Dip, Roku Is a Wait-And-See Stock Here</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nDespite the Dip, Roku Is a Wait-And-See Stock Here\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-27 11:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/10/roku-stock-could-get-hit-by-the-supply-chain-crisis-if-there-are-fewer-roku-tvs-on-shelves/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Roku(NASDAQ:ROKU) will release its third-quarter earnings on Nov. 3 after the stock market close. This could be a bellwether for how well its crucial Christmas season turns out. Investors will be ...</p>\n\n<a href=\"https://investorplace.com/2021/10/roku-stock-could-get-hit-by-the-supply-chain-crisis-if-there-are-fewer-roku-tvs-on-shelves/\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ROKU","symbol_name":"Roku Inc","start_time":0,"source_url":"https://investorplace.com/2021/10/roku-stock-could-get-hit-by-the-supply-chain-crisis-if-there-are-fewer-roku-tvs-on-shelves/","article_id":"1189475495","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1189475495","pubTimestamp":1635304039,"columns":[],"sourceInfo":{"source_id":"lsy1606302653667","name":"InvestorPlace"},"weMediaInfo":null,"summary":"ROKU stock could decline further if there are fewer ROKU TVs on store shelves by Christmas","collect":0,"end_time":0,"defaultTopTitle":"investorplace.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"ROKU":"Roku Inc"},"translate_title":"尽管下跌，Roku在这里仍是一只观望的股票","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ROKU":0.9},"content_text":"Roku(NASDAQ:ROKU) will release its third-quarter earnings on Nov. 3 after the stock market close. This could be a bellwether for how well its crucial Christmas season turns out. Investors will be looking carefully to see if the West coast shipment delays are having any effect on its ability to deliver inventory to stores. If so, this could cause another downturn in ROKU stock.\nIn fact, the company has been showing very good growth so far this year. As a result, ROKU stock peaked at a closing high of $479.50 as of July 26 but has been drifting down ever since.\nThe stock’s decline seems to have reached a trough on Oct. 4 at $296.86 per share. Since then ROKU stock has been floating up, closing last week at $321.88.\nImpact from the West Coast Shipment Delays\nHowever, if the Q3 earnings start to show some effects from the shipping delays on the West coast, analysts may downgrade their earnings forecasts. That could have a deleterious effect on the company’s stock especially if the crucial Christmas season bears the brunt of lower earnings.\nOne way this could happen is if the company shows that its Q3 earnings growth has been lower than expected. This might be the result of lower inventory volumes or else higher cost of goods sold (COGS) from elevated shipment costs.\nIn addition, analysts may review very carefully the actually inventory levels on the company’s balance sheet or those of its suppliers. If they are not at historical levels given the upcoming Christmas season, analysts may sound warnings about the effect this will have on Christmas season sales.\nFor example,Bloomberg recently posted an article with this alarming title: “Christmas at Risk as Supply Chain ‘Disaster’ Only Gets Worse.” The article wrote that out-of-stock shortages could put retailers at risk. The article quoted a CEO of a toymaker indicating he had never seen it so bad. Retailers are having a difficult time filling their shelves.\nIf this persists up until the Christmas season, then there will be lower inventories of Roku TVs sold. That will directly impact Roku’s sales and earnings growth in Q4.\nRecently Roku has run into a problem with YouTube TV, which is owned by Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL). The two cannot seem to reach an agreement on how search results and related advertising is handled. This might be a harbinger for troubles it could end up having with other advertisers.\nWhere This Leaves Roku Stock\nSo far, analysts have actually been raising their 2021 and 2021 estimates for both revenue and earnings. According to Seeking Alpha’s earnings revisions tab. revenue estimates for 2021 have risen 0.07% (7 basis points) for 2021 in the last month. And over the last 3 months, analysts have taken revenue estimates up by 3.51 percentage points.\nThe same is true for 2022. Their one-month trend is up 24 basis points and over the last three months revenue forecasts are up by 2.82 percentage points.\nIn other words, they don’t seem to be concerned yet about supply chain issues. That could change, as I have pointed out if ROKU starts to report an impact during their Q3 earnings report.\nWhat to Do With ROKU Stock\nI suspect that there will be an impact, albeit however slight, in the Q3 earnings from the shipping crisis. That may roll over into a much higher effect with Q4 earnings. This could be the reason why ROKU stock has come off of its highs as the market has been anticipating issues along these lines.\nTherefore, the most prudent approach would be to hold off buying more ROKU stock, despite the company’s robust earnings outlook over the next several years. For example, analysts still see revenue rising by 79% to over $5 billion by the end of 2023 over this year’s revenue forecasts of $2.84 billion, according to Seeking Alpha.\nBut if they foresee shipping delays for ROKU TVs in store shelves by Christmas, these same analysts could lower these revenue projections and growth rates. It seems best to wait, even though that might have the risk of seeing ROKU price fly higher.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":852743195,"gmtCreate":1635306589558,"gmtModify":1635306589768,"author":{"id":"3582008604601169","authorId":"3582008604601169","name":"lynnnn","avatar":"https://static.tigerbbs.com/7a8128e7f7be274add1e5f07ea779c0f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3582008604601169","authorIdStr":"3582008604601169"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852743195","repostId":1189475495,"repostType":4,"repost":{"id":"1189475495","kind":"news","pubTimestamp":1635304039,"share":"https://www.laohu8.com/m/news/1189475495?lang=&edition=full","pubTime":"2021-10-27 11:07","market":"us","language":"en","title":"Despite the Dip, Roku Is a Wait-And-See Stock Here","url":"https://stock-news.laohu8.com/highlight/detail?id=1189475495","media":"InvestorPlace","summary":"ROKU stock could decline further if there are fewer ROKU TVs on store shelves by Christmas","content":"<p><b>Roku</b>(NASDAQ:<b><u>ROKU</u></b>) will release its third-quarter earnings&nbsp;on Nov. 3&nbsp;after the stock market close. This could be a bellwether for how well its crucial Christmas season turns out. Investors will be looking carefully to see if the West coast shipment delays are having any effect on its ability to deliver inventory to stores. If so, this could cause another downturn in ROKU stock.</p>\n<p>In fact, the company has been showing very good growth so far this year. As a result, ROKU stock peaked at a closing high of $479.50 as of July 26 but has been drifting down ever since.</p>\n<p>The stock’s decline seems to have reached a trough on Oct. 4 at $296.86 per share. Since then ROKU stock has been floating up, closing last week at $321.88.</p>\n<p><b>Impact from the West Coast Shipment Delays</b></p>\n<p>However, if the Q3 earnings start to show some effects from the&nbsp;shipping delays on the West coast, analysts may downgrade their earnings forecasts. That could have a deleterious effect on the company’s stock especially if the crucial Christmas season bears the brunt of lower earnings.</p>\n<p>One way this could happen is if the company shows that its Q3 earnings growth has been lower than expected. This might be the result of lower inventory volumes or else higher cost of goods sold (COGS) from elevated shipment costs.</p>\n<p>In addition, analysts may review very carefully the actually inventory levels on the company’s balance sheet or those of its suppliers. If they are not at historical levels given the upcoming Christmas season, analysts may sound warnings about the effect this will have on Christmas season sales.</p>\n<p>For example,<i>Bloomberg</i>&nbsp;recently posted an article with this alarming title: “Christmas at Risk&nbsp;as Supply Chain ‘Disaster’ Only Gets Worse.” The article wrote that out-of-stock shortages could put retailers at risk. The article quoted a CEO of a toymaker indicating he had never seen it so bad. Retailers are having a difficult time filling their shelves.</p>\n<p>If this persists up until the Christmas season, then there will be lower inventories of Roku TVs sold. That will directly impact Roku’s sales and earnings growth in Q4.</p>\n<p>Recently Roku has run into a&nbsp;problem with&nbsp;YouTube TV, which is owned by&nbsp;<b>Alphabet</b>(NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>). The two cannot seem to reach an agreement on how search results and related advertising is handled. This might be a harbinger for troubles it could end up having with other advertisers.</p>\n<p><b>Where This Leaves Roku Stock</b></p>\n<p>So far, analysts have actually been raising their 2021 and 2021 estimates for both revenue and earnings. According to&nbsp;<i>Seeking Alpha’s</i>&nbsp;earnings revisions tab. revenue estimates for 2021 have risen 0.07% (7 basis points) for 2021 in the last month. And over the last 3 months, analysts have taken revenue estimates up by 3.51 percentage points.</p>\n<p>The same is true for 2022. Their one-month trend is up 24 basis points and over the last three months revenue forecasts are up by 2.82 percentage points.</p>\n<p>In other words, they don’t seem to be concerned yet about supply chain issues. That could change, as I have pointed out if ROKU starts to report an impact during their Q3 earnings report.</p>\n<p><b>What to Do With ROKU Stock</b></p>\n<p>I suspect that there will be an impact, albeit however slight, in the Q3 earnings from the shipping crisis. That may roll over into a much higher effect with Q4 earnings. This could be the reason why ROKU stock has come off of its highs as the market has been anticipating issues along these lines.</p>\n<p>Therefore, the most prudent approach would be to hold off buying more ROKU stock, despite the company’s robust earnings outlook over the next several years. For example, analysts still see revenue rising by 79% to over $5 billion by the end of 2023 over this year’s revenue forecasts of $2.84 billion, according to&nbsp;<i>Seeking Alpha</i>.</p>\n<p>But if they foresee shipping delays for ROKU TVs in store shelves by Christmas, these same analysts could lower these revenue projections and growth rates. It seems best to wait, even though that might have the risk of seeing ROKU price fly higher.</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>Despite the Dip, Roku Is a Wait-And-See Stock Here</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nDespite the Dip, Roku Is a Wait-And-See Stock Here\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-27 11:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/10/roku-stock-could-get-hit-by-the-supply-chain-crisis-if-there-are-fewer-roku-tvs-on-shelves/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Roku(NASDAQ:ROKU) will release its third-quarter earnings on Nov. 3 after the stock market close. This could be a bellwether for how well its crucial Christmas season turns out. Investors will be ...</p>\n\n<a href=\"https://investorplace.com/2021/10/roku-stock-could-get-hit-by-the-supply-chain-crisis-if-there-are-fewer-roku-tvs-on-shelves/\">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/2021/10/roku-stock-could-get-hit-by-the-supply-chain-crisis-if-there-are-fewer-roku-tvs-on-shelves/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189475495","content_text":"Roku(NASDAQ:ROKU) will release its third-quarter earnings on Nov. 3 after the stock market close. This could be a bellwether for how well its crucial Christmas season turns out. Investors will be looking carefully to see if the West coast shipment delays are having any effect on its ability to deliver inventory to stores. If so, this could cause another downturn in ROKU stock.\nIn fact, the company has been showing very good growth so far this year. As a result, ROKU stock peaked at a closing high of $479.50 as of July 26 but has been drifting down ever since.\nThe stock’s decline seems to have reached a trough on Oct. 4 at $296.86 per share. Since then ROKU stock has been floating up, closing last week at $321.88.\nImpact from the West Coast Shipment Delays\nHowever, if the Q3 earnings start to show some effects from the shipping delays on the West coast, analysts may downgrade their earnings forecasts. That could have a deleterious effect on the company’s stock especially if the crucial Christmas season bears the brunt of lower earnings.\nOne way this could happen is if the company shows that its Q3 earnings growth has been lower than expected. This might be the result of lower inventory volumes or else higher cost of goods sold (COGS) from elevated shipment costs.\nIn addition, analysts may review very carefully the actually inventory levels on the company’s balance sheet or those of its suppliers. If they are not at historical levels given the upcoming Christmas season, analysts may sound warnings about the effect this will have on Christmas season sales.\nFor example,Bloomberg recently posted an article with this alarming title: “Christmas at Risk as Supply Chain ‘Disaster’ Only Gets Worse.” The article wrote that out-of-stock shortages could put retailers at risk. The article quoted a CEO of a toymaker indicating he had never seen it so bad. Retailers are having a difficult time filling their shelves.\nIf this persists up until the Christmas season, then there will be lower inventories of Roku TVs sold. That will directly impact Roku’s sales and earnings growth in Q4.\nRecently Roku has run into a problem with YouTube TV, which is owned by Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL). The two cannot seem to reach an agreement on how search results and related advertising is handled. This might be a harbinger for troubles it could end up having with other advertisers.\nWhere This Leaves Roku Stock\nSo far, analysts have actually been raising their 2021 and 2021 estimates for both revenue and earnings. According to Seeking Alpha’s earnings revisions tab. revenue estimates for 2021 have risen 0.07% (7 basis points) for 2021 in the last month. And over the last 3 months, analysts have taken revenue estimates up by 3.51 percentage points.\nThe same is true for 2022. Their one-month trend is up 24 basis points and over the last three months revenue forecasts are up by 2.82 percentage points.\nIn other words, they don’t seem to be concerned yet about supply chain issues. That could change, as I have pointed out if ROKU starts to report an impact during their Q3 earnings report.\nWhat to Do With ROKU Stock\nI suspect that there will be an impact, albeit however slight, in the Q3 earnings from the shipping crisis. That may roll over into a much higher effect with Q4 earnings. This could be the reason why ROKU stock has come off of its highs as the market has been anticipating issues along these lines.\nTherefore, the most prudent approach would be to hold off buying more ROKU stock, despite the company’s robust earnings outlook over the next several years. For example, analysts still see revenue rising by 79% to over $5 billion by the end of 2023 over this year’s revenue forecasts of $2.84 billion, according to Seeking Alpha.\nBut if they foresee shipping delays for ROKU TVs in store shelves by Christmas, these same analysts could lower these revenue projections and growth rates. It seems best to wait, even though that might have the risk of seeing ROKU price fly higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6341350,"gmtCreate":1635306594913,"gmtModify":1635306595000,"authorId":3582008604601169,"author":{"id":3582008604601169,"idStr":"3582008604601169","authorId":3582008604601169,"name":"lynnnn","avatar":"https://static.tigerbbs.com/7a8128e7f7be274add1e5f07ea779c0f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":852743195,"type":1,"supId":0,"prevId":0,"content":".","text":".","html":"."}],"langContent":"CN"},{"id":852752578,"gmtCreate":1635305986396,"gmtModify":1635305986527,"author":{"id":"3581678664547146","authorId":"3581678664547146","name":"nelson21","avatar":"https://static.tigerbbs.com/f3bfb16048c75dbf023d98c18914333e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581678664547146","authorIdStr":"3581678664547146"},"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852752578","repostId":1189475495,"repostType":4,"repost":{"id":"1189475495","kind":"news","pubTimestamp":1635304039,"share":"https://www.laohu8.com/m/news/1189475495?lang=&edition=full","pubTime":"2021-10-27 11:07","market":"us","language":"en","title":"Despite the Dip, Roku Is a Wait-And-See Stock Here","url":"https://stock-news.laohu8.com/highlight/detail?id=1189475495","media":"InvestorPlace","summary":"ROKU stock could decline further if there are fewer ROKU TVs on store shelves by Christmas","content":"<p><b>Roku</b>(NASDAQ:<b><u>ROKU</u></b>) will release its third-quarter earnings&nbsp;on Nov. 3&nbsp;after the stock market close. This could be a bellwether for how well its crucial Christmas season turns out. Investors will be looking carefully to see if the West coast shipment delays are having any effect on its ability to deliver inventory to stores. If so, this could cause another downturn in ROKU stock.</p>\n<p>In fact, the company has been showing very good growth so far this year. As a result, ROKU stock peaked at a closing high of $479.50 as of July 26 but has been drifting down ever since.</p>\n<p>The stock’s decline seems to have reached a trough on Oct. 4 at $296.86 per share. Since then ROKU stock has been floating up, closing last week at $321.88.</p>\n<p><b>Impact from the West Coast Shipment Delays</b></p>\n<p>However, if the Q3 earnings start to show some effects from the&nbsp;shipping delays on the West coast, analysts may downgrade their earnings forecasts. That could have a deleterious effect on the company’s stock especially if the crucial Christmas season bears the brunt of lower earnings.</p>\n<p>One way this could happen is if the company shows that its Q3 earnings growth has been lower than expected. This might be the result of lower inventory volumes or else higher cost of goods sold (COGS) from elevated shipment costs.</p>\n<p>In addition, analysts may review very carefully the actually inventory levels on the company’s balance sheet or those of its suppliers. If they are not at historical levels given the upcoming Christmas season, analysts may sound warnings about the effect this will have on Christmas season sales.</p>\n<p>For example,<i>Bloomberg</i>&nbsp;recently posted an article with this alarming title: “Christmas at Risk&nbsp;as Supply Chain ‘Disaster’ Only Gets Worse.” The article wrote that out-of-stock shortages could put retailers at risk. The article quoted a CEO of a toymaker indicating he had never seen it so bad. Retailers are having a difficult time filling their shelves.</p>\n<p>If this persists up until the Christmas season, then there will be lower inventories of Roku TVs sold. That will directly impact Roku’s sales and earnings growth in Q4.</p>\n<p>Recently Roku has run into a&nbsp;problem with&nbsp;YouTube TV, which is owned by&nbsp;<b>Alphabet</b>(NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>). The two cannot seem to reach an agreement on how search results and related advertising is handled. This might be a harbinger for troubles it could end up having with other advertisers.</p>\n<p><b>Where This Leaves Roku Stock</b></p>\n<p>So far, analysts have actually been raising their 2021 and 2021 estimates for both revenue and earnings. According to&nbsp;<i>Seeking Alpha’s</i>&nbsp;earnings revisions tab. revenue estimates for 2021 have risen 0.07% (7 basis points) for 2021 in the last month. And over the last 3 months, analysts have taken revenue estimates up by 3.51 percentage points.</p>\n<p>The same is true for 2022. Their one-month trend is up 24 basis points and over the last three months revenue forecasts are up by 2.82 percentage points.</p>\n<p>In other words, they don’t seem to be concerned yet about supply chain issues. That could change, as I have pointed out if ROKU starts to report an impact during their Q3 earnings report.</p>\n<p><b>What to Do With ROKU Stock</b></p>\n<p>I suspect that there will be an impact, albeit however slight, in the Q3 earnings from the shipping crisis. That may roll over into a much higher effect with Q4 earnings. This could be the reason why ROKU stock has come off of its highs as the market has been anticipating issues along these lines.</p>\n<p>Therefore, the most prudent approach would be to hold off buying more ROKU stock, despite the company’s robust earnings outlook over the next several years. For example, analysts still see revenue rising by 79% to over $5 billion by the end of 2023 over this year’s revenue forecasts of $2.84 billion, according to&nbsp;<i>Seeking Alpha</i>.</p>\n<p>But if they foresee shipping delays for ROKU TVs in store shelves by Christmas, these same analysts could lower these revenue projections and growth rates. It seems best to wait, even though that might have the risk of seeing ROKU price fly higher.</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>Despite the Dip, Roku Is a Wait-And-See Stock Here</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nDespite the Dip, Roku Is a Wait-And-See Stock Here\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-27 11:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/10/roku-stock-could-get-hit-by-the-supply-chain-crisis-if-there-are-fewer-roku-tvs-on-shelves/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Roku(NASDAQ:ROKU) will release its third-quarter earnings on Nov. 3 after the stock market close. This could be a bellwether for how well its crucial Christmas season turns out. Investors will be ...</p>\n\n<a href=\"https://investorplace.com/2021/10/roku-stock-could-get-hit-by-the-supply-chain-crisis-if-there-are-fewer-roku-tvs-on-shelves/\">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/2021/10/roku-stock-could-get-hit-by-the-supply-chain-crisis-if-there-are-fewer-roku-tvs-on-shelves/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189475495","content_text":"Roku(NASDAQ:ROKU) will release its third-quarter earnings on Nov. 3 after the stock market close. This could be a bellwether for how well its crucial Christmas season turns out. Investors will be looking carefully to see if the West coast shipment delays are having any effect on its ability to deliver inventory to stores. If so, this could cause another downturn in ROKU stock.\nIn fact, the company has been showing very good growth so far this year. As a result, ROKU stock peaked at a closing high of $479.50 as of July 26 but has been drifting down ever since.\nThe stock’s decline seems to have reached a trough on Oct. 4 at $296.86 per share. Since then ROKU stock has been floating up, closing last week at $321.88.\nImpact from the West Coast Shipment Delays\nHowever, if the Q3 earnings start to show some effects from the shipping delays on the West coast, analysts may downgrade their earnings forecasts. That could have a deleterious effect on the company’s stock especially if the crucial Christmas season bears the brunt of lower earnings.\nOne way this could happen is if the company shows that its Q3 earnings growth has been lower than expected. This might be the result of lower inventory volumes or else higher cost of goods sold (COGS) from elevated shipment costs.\nIn addition, analysts may review very carefully the actually inventory levels on the company’s balance sheet or those of its suppliers. If they are not at historical levels given the upcoming Christmas season, analysts may sound warnings about the effect this will have on Christmas season sales.\nFor example,Bloomberg recently posted an article with this alarming title: “Christmas at Risk as Supply Chain ‘Disaster’ Only Gets Worse.” The article wrote that out-of-stock shortages could put retailers at risk. The article quoted a CEO of a toymaker indicating he had never seen it so bad. Retailers are having a difficult time filling their shelves.\nIf this persists up until the Christmas season, then there will be lower inventories of Roku TVs sold. That will directly impact Roku’s sales and earnings growth in Q4.\nRecently Roku has run into a problem with YouTube TV, which is owned by Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL). The two cannot seem to reach an agreement on how search results and related advertising is handled. This might be a harbinger for troubles it could end up having with other advertisers.\nWhere This Leaves Roku Stock\nSo far, analysts have actually been raising their 2021 and 2021 estimates for both revenue and earnings. According to Seeking Alpha’s earnings revisions tab. revenue estimates for 2021 have risen 0.07% (7 basis points) for 2021 in the last month. And over the last 3 months, analysts have taken revenue estimates up by 3.51 percentage points.\nThe same is true for 2022. Their one-month trend is up 24 basis points and over the last three months revenue forecasts are up by 2.82 percentage points.\nIn other words, they don’t seem to be concerned yet about supply chain issues. That could change, as I have pointed out if ROKU starts to report an impact during their Q3 earnings report.\nWhat to Do With ROKU Stock\nI suspect that there will be an impact, albeit however slight, in the Q3 earnings from the shipping crisis. That may roll over into a much higher effect with Q4 earnings. This could be the reason why ROKU stock has come off of its highs as the market has been anticipating issues along these lines.\nTherefore, the most prudent approach would be to hold off buying more ROKU stock, despite the company’s robust earnings outlook over the next several years. For example, analysts still see revenue rising by 79% to over $5 billion by the end of 2023 over this year’s revenue forecasts of $2.84 billion, according to Seeking Alpha.\nBut if they foresee shipping delays for ROKU TVs in store shelves by Christmas, these same analysts could lower these revenue projections and growth rates. It seems best to wait, even though that might have the risk of seeing ROKU price fly higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":852752073,"gmtCreate":1635305954302,"gmtModify":1635305954302,"author":{"id":"4096072564761360","authorId":"4096072564761360","name":"huawei9731","avatar":"https://static.tigerbbs.com/42a627c8d2c291b3e03bb7ca23422519","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4096072564761360","authorIdStr":"4096072564761360"},"htmlText":"Read... Pls like. Thanks in advance&nbsp;","listText":"Read... Pls like. Thanks in advance&nbsp;","text":"Read... Pls like. Thanks in advance","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852752073","repostId":1189475495,"repostType":4,"repost":{"id":"1189475495","kind":"news","pubTimestamp":1635304039,"share":"https://www.laohu8.com/m/news/1189475495?lang=&edition=full","pubTime":"2021-10-27 11:07","market":"us","language":"en","title":"Despite the Dip, Roku Is a Wait-And-See Stock Here","url":"https://stock-news.laohu8.com/highlight/detail?id=1189475495","media":"InvestorPlace","summary":"ROKU stock could decline further if there are fewer ROKU TVs on store shelves by Christmas","content":"<p><b>Roku</b>(NASDAQ:<b><u>ROKU</u></b>) will release its third-quarter earnings&nbsp;on Nov. 3&nbsp;after the stock market close. This could be a bellwether for how well its crucial Christmas season turns out. Investors will be looking carefully to see if the West coast shipment delays are having any effect on its ability to deliver inventory to stores. If so, this could cause another downturn in ROKU stock.</p>\n<p>In fact, the company has been showing very good growth so far this year. As a result, ROKU stock peaked at a closing high of $479.50 as of July 26 but has been drifting down ever since.</p>\n<p>The stock’s decline seems to have reached a trough on Oct. 4 at $296.86 per share. Since then ROKU stock has been floating up, closing last week at $321.88.</p>\n<p><b>Impact from the West Coast Shipment Delays</b></p>\n<p>However, if the Q3 earnings start to show some effects from the&nbsp;shipping delays on the West coast, analysts may downgrade their earnings forecasts. That could have a deleterious effect on the company’s stock especially if the crucial Christmas season bears the brunt of lower earnings.</p>\n<p>One way this could happen is if the company shows that its Q3 earnings growth has been lower than expected. This might be the result of lower inventory volumes or else higher cost of goods sold (COGS) from elevated shipment costs.</p>\n<p>In addition, analysts may review very carefully the actually inventory levels on the company’s balance sheet or those of its suppliers. If they are not at historical levels given the upcoming Christmas season, analysts may sound warnings about the effect this will have on Christmas season sales.</p>\n<p>For example,<i>Bloomberg</i>&nbsp;recently posted an article with this alarming title: “Christmas at Risk&nbsp;as Supply Chain ‘Disaster’ Only Gets Worse.” The article wrote that out-of-stock shortages could put retailers at risk. The article quoted a CEO of a toymaker indicating he had never seen it so bad. Retailers are having a difficult time filling their shelves.</p>\n<p>If this persists up until the Christmas season, then there will be lower inventories of Roku TVs sold. That will directly impact Roku’s sales and earnings growth in Q4.</p>\n<p>Recently Roku has run into a&nbsp;problem with&nbsp;YouTube TV, which is owned by&nbsp;<b>Alphabet</b>(NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>). The two cannot seem to reach an agreement on how search results and related advertising is handled. This might be a harbinger for troubles it could end up having with other advertisers.</p>\n<p><b>Where This Leaves Roku Stock</b></p>\n<p>So far, analysts have actually been raising their 2021 and 2021 estimates for both revenue and earnings. According to&nbsp;<i>Seeking Alpha’s</i>&nbsp;earnings revisions tab. revenue estimates for 2021 have risen 0.07% (7 basis points) for 2021 in the last month. And over the last 3 months, analysts have taken revenue estimates up by 3.51 percentage points.</p>\n<p>The same is true for 2022. Their one-month trend is up 24 basis points and over the last three months revenue forecasts are up by 2.82 percentage points.</p>\n<p>In other words, they don’t seem to be concerned yet about supply chain issues. That could change, as I have pointed out if ROKU starts to report an impact during their Q3 earnings report.</p>\n<p><b>What to Do With ROKU Stock</b></p>\n<p>I suspect that there will be an impact, albeit however slight, in the Q3 earnings from the shipping crisis. That may roll over into a much higher effect with Q4 earnings. This could be the reason why ROKU stock has come off of its highs as the market has been anticipating issues along these lines.</p>\n<p>Therefore, the most prudent approach would be to hold off buying more ROKU stock, despite the company’s robust earnings outlook over the next several years. For example, analysts still see revenue rising by 79% to over $5 billion by the end of 2023 over this year’s revenue forecasts of $2.84 billion, according to&nbsp;<i>Seeking Alpha</i>.</p>\n<p>But if they foresee shipping delays for ROKU TVs in store shelves by Christmas, these same analysts could lower these revenue projections and growth rates. It seems best to wait, even though that might have the risk of seeing ROKU price fly higher.</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>Despite the Dip, Roku Is a Wait-And-See Stock Here</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nDespite the Dip, Roku Is a Wait-And-See Stock Here\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-27 11:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/10/roku-stock-could-get-hit-by-the-supply-chain-crisis-if-there-are-fewer-roku-tvs-on-shelves/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Roku(NASDAQ:ROKU) will release its third-quarter earnings on Nov. 3 after the stock market close. This could be a bellwether for how well its crucial Christmas season turns out. Investors will be ...</p>\n\n<a href=\"https://investorplace.com/2021/10/roku-stock-could-get-hit-by-the-supply-chain-crisis-if-there-are-fewer-roku-tvs-on-shelves/\">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/2021/10/roku-stock-could-get-hit-by-the-supply-chain-crisis-if-there-are-fewer-roku-tvs-on-shelves/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189475495","content_text":"Roku(NASDAQ:ROKU) will release its third-quarter earnings on Nov. 3 after the stock market close. This could be a bellwether for how well its crucial Christmas season turns out. Investors will be looking carefully to see if the West coast shipment delays are having any effect on its ability to deliver inventory to stores. If so, this could cause another downturn in ROKU stock.\nIn fact, the company has been showing very good growth so far this year. As a result, ROKU stock peaked at a closing high of $479.50 as of July 26 but has been drifting down ever since.\nThe stock’s decline seems to have reached a trough on Oct. 4 at $296.86 per share. Since then ROKU stock has been floating up, closing last week at $321.88.\nImpact from the West Coast Shipment Delays\nHowever, if the Q3 earnings start to show some effects from the shipping delays on the West coast, analysts may downgrade their earnings forecasts. That could have a deleterious effect on the company’s stock especially if the crucial Christmas season bears the brunt of lower earnings.\nOne way this could happen is if the company shows that its Q3 earnings growth has been lower than expected. This might be the result of lower inventory volumes or else higher cost of goods sold (COGS) from elevated shipment costs.\nIn addition, analysts may review very carefully the actually inventory levels on the company’s balance sheet or those of its suppliers. If they are not at historical levels given the upcoming Christmas season, analysts may sound warnings about the effect this will have on Christmas season sales.\nFor example,Bloomberg recently posted an article with this alarming title: “Christmas at Risk as Supply Chain ‘Disaster’ Only Gets Worse.” The article wrote that out-of-stock shortages could put retailers at risk. The article quoted a CEO of a toymaker indicating he had never seen it so bad. Retailers are having a difficult time filling their shelves.\nIf this persists up until the Christmas season, then there will be lower inventories of Roku TVs sold. That will directly impact Roku’s sales and earnings growth in Q4.\nRecently Roku has run into a problem with YouTube TV, which is owned by Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL). The two cannot seem to reach an agreement on how search results and related advertising is handled. This might be a harbinger for troubles it could end up having with other advertisers.\nWhere This Leaves Roku Stock\nSo far, analysts have actually been raising their 2021 and 2021 estimates for both revenue and earnings. According to Seeking Alpha’s earnings revisions tab. revenue estimates for 2021 have risen 0.07% (7 basis points) for 2021 in the last month. And over the last 3 months, analysts have taken revenue estimates up by 3.51 percentage points.\nThe same is true for 2022. Their one-month trend is up 24 basis points and over the last three months revenue forecasts are up by 2.82 percentage points.\nIn other words, they don’t seem to be concerned yet about supply chain issues. That could change, as I have pointed out if ROKU starts to report an impact during their Q3 earnings report.\nWhat to Do With ROKU Stock\nI suspect that there will be an impact, albeit however slight, in the Q3 earnings from the shipping crisis. That may roll over into a much higher effect with Q4 earnings. This could be the reason why ROKU stock has come off of its highs as the market has been anticipating issues along these lines.\nTherefore, the most prudent approach would be to hold off buying more ROKU stock, despite the company’s robust earnings outlook over the next several years. For example, analysts still see revenue rising by 79% to over $5 billion by the end of 2023 over this year’s revenue forecasts of $2.84 billion, according to Seeking Alpha.\nBut if they foresee shipping delays for ROKU TVs in store shelves by Christmas, these same analysts could lower these revenue projections and growth rates. It seems best to wait, even though that might have the risk of seeing ROKU price fly higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":50,"commentSize":3,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}