Key Takeaways Roku is expanding its live sports lineup with NFL Sunday Ticket, X Games and Pro Volleyball.YouTube TV integration and new sports partners position Roku as a centralized hub for live programming.Sports sponsorships from brands like T Mobile and Geico signal strong advertiser demand for Rokus inventory.Roku's (ROKU) strategic pivot toward sports content represents a calculated effort to capture higher-value audiences and drive engagement metrics that typically command premium advertising rates ...

Group 1 - Roku has experienced significant changes since its pre-pandemic growth, particularly in its streaming stick business, which was once the core of its operations [1] - The company is now navigating a more competitive landscape in the streaming industry, indicating a shift in its business model and strategy [1] Group 2 - The technology sector remains a focal point for growth-oriented investment analysis, with particular emphasis on semiconductors, artificial intelligence, and cloud software [2] - Other sectors of interest include MedTech, Defense Tech, and Renewable Energy, showcasing a diverse investment approach [2] - The Pragmatic Optimist Newsletter, authored by an experienced analyst, is recognized by major publications, indicating credibility and influence in the investment community [2]

Question-and-Answer SessionMaybe we can just start level set, big focus of you guys in past few years monetization, high-level update on some of the monetization initiatives that you have going on at the company right now.Dan JeddaCOO & CFO Sure. And thanks for having us. We're always happy to join Bank of America, a great partner with Roku overall. So thanks for having us. So yes, our strategy really since the end of 2023, when we exited 2023 after we rightsized our cost -- our cost structure, which is a b ...

Key Takeaways ROKU leans into ad tech and content integration, while CMCSA relies on diversified assets and broadband scale.ROKU saw 18% YoY platform revenue growth and 84% higher Roku Channel engagement in the second quarter.CMCSA's Peacock revenues grew 18% YoY, but losses narrowed only modestly; the platform remains unprofitable.Streaming is emerging as the fastest-growing area in media, transforming how content is distributed, discovered and monetized. Roku (ROKU) and Comcast (CMCSA) are both central to ...

Roku (ROKU) 2025 Conference September 04, 2025 11:20 AM ET Company ParticipantsDan Jedda - CFO & COOConference Call ParticipantsNone - AnalystNoneBank of America. Really delighted to have Dan Jeddah, newly appointed chief operating officer and CFO of Roku. Thanks so much for being here. So maybe to just kick it off, high level overview. Your business appears to be doing really well with your platform revenue guidance implied in high teens organic growth in March, mid to high teens in April.Maybe we can just ...

Roku (NASDAQ: ROKU ) appears to be viewed more for its potential cyclicality rather than its exposure to the online advertising trend. That may be creating a protracted buying opportunity in the stock. The company has no shortage of potential near-term catalysts rangingJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles wit ...

Question-and-Answer SessionThat's right. That's right. So I want to start with just -- this is maybe a dumb question because you guys have been around so long. But you play in a pretty unique space. And so I would just love for you to just start with a high-level overview of how you would describe Roku's strategy and how you're currently executing against that strategy.Dan JeddaCOO & CFO Yes. What a great question because I agree we are unique. There's like no real peer that we point to that's out there. Bu ...

Roku (ROKU) 2025 Conference September 03, 2025 09:30 AM ET Company ParticipantsDan Jedda - CFO & COOJason Bazinet - DirectorDan JeddaDan Jedda, Chief Financial Officer of Roku, with us here today. Dan, how are you?Jason BazinetGreat. Thanks for having us.Dan JeddaHappy to be here.Jason BazinetThanks for coming. Yeah.Dan JeddaLove coming to New York.Jason BazinetYeah, New York's great. Weather's not bad.Dan JeddaWeather's not bad. The U.S. Open's going on.Jason BazinetThat's right. I want to start with just, ...

Group 1: Reddit - Reddit is identified as a fast-growing tech stock with a market cap of $40 billion, showing a year-over-year revenue growth rate of 43% since late 2022, and a record 78% growth in Q2 [4][7] - The platform has seen a 21% increase in daily active unique visitors, reaching 110 million in Q2, indicating significant user growth potential compared to larger competitors like Meta Platforms [5][6] - The stock has already increased by over 500% since its IPO in 2024, with predictions suggesting it could increase in value by as much as six times over the next decade [7] Group 2: Roku - Roku remains the number one streaming platform in North America despite a decline of over 80% from its 2021 high, and it continues to expand in Latin America and Europe [8][9] - The company is expected to benefit from increased ad revenues as streaming viewership surpasses traditional TV in the U.S., with a 17% year-over-year increase in hours of content streamed [9][10] - Roku's price-to-sales (P/S) ratio is 3.2, which is close to the S&P 500 average, and if it rises above 10, it could become a multibagger stock [11][12] Group 3: SentinelOne - SentinelOne is a cybersecurity company with a unique AI-driven technology platform that has been recognized as a leader in endpoint security for five consecutive years [14] - Despite a 75% decline since its IPO in late 2021, the company has a revenue of $864 million over the last four quarters and a significant amount of cash on its balance sheet, allowing for continued growth [15][16] - The enterprise-value-to-revenue ratio of SentinelOne is approximately 5, which is significantly lower than its peers, suggesting potential for substantial stock appreciation as profitability improves [17][18]

Key Takeaways ROKU shares surged 19.8% in 6 months as platform revenues hit $975 million with 18% growth.The Roku Channel saw 80% streaming hour growth and ranks #2 by engagement on the platform.Roku trades at 36.31X price-to-cash flow versus 34.49X industry average after recent rally.Roku Inc. (ROKU) has captured investor attention following a substantial six-month rally, with shares climbing 19.8% as the streaming platform operator navigates an evolving entertainment landscape. The stock has outperformed ...