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ROKU vs. CMCSA: Which Streaming Stock is Better Positioned for Growth?
ZACKSยท2025-09-04 16:21

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 ...