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X @mert | helius.dev
mert | helius.dev· 2025-06-29 17:13
@heliuslabs I just typed "how can I stream blocks on Solana so I can index them?" on the top right and it gave me laserstream with a code sample for block streaming ...
Should You Buy Roku Stock After Its Partnership With Amazon?
The Motley Fool· 2025-06-28 20:15
Core Insights - Roku announced a partnership with Amazon that allows advertisers access to its ecosystem through Amazon's advertising platform, marking a significant advancement for Roku [1] - The partnership combines the audiences of both companies, reaching 80 million households and over 80% of CTV accounts in the U.S., providing advertisers exclusive access to this large ecosystem [2] Group 1: Partnership Benefits - The partnership addresses challenges in the fragmented CTV landscape, enabling advertisers to reach 40% more unique viewers with the same budget and reducing ad frequency by nearly 30%, resulting in three times more value from ad spend [4][5] - The deal is beneficial for all parties involved, leveraging Roku's leading CTV ecosystem and highlighting the strength of its network effect, which increases as audience numbers grow [6] Group 2: Company Performance - Roku has faced challenges, including stalled average revenue per user (ARPU) and ongoing unprofitability, attributed to expansion efforts in international markets focusing on scale rather than immediate monetization [7][8] - In Q1, Roku reported revenue of $1.03 billion, a 16% year-over-year increase, with a net loss per share of $0.19, an improvement from the previous year's loss of $0.35 per share, indicating growth in top line and progress on the bottom line [9] Group 3: Valuation - Roku's forward price-to-sales ratio is 2.6, which is considered modest in a market with high valuations, making it an attractive investment opportunity for growth stock investors [10]
Can Disney Stock Keep Rising After Hitting a New 52-Week High?
The Motley Fool· 2025-06-28 11:15
The media giant shares are up 35% since the start of last year. It's putting the magic back in the kingdom.Some upticks sneak up on you. Shares of Walt Disney (DIS 0.77%) notched a fresh 52-week high on Thursday and again on Friday this week. This follows the media giant scoring a 23% jump last year, matching the S&P 500's return after falling short in each of the three previous years. The media giant is actually winning so far in 2025.Disney stock's 11% ascent this year heading into the weekend may not see ...
X @TechCrunch
TechCrunch· 2025-06-27 20:28
Jesse Draper's Halogen Ventures closes $30M Fund III to focus on 'future of family' | TechCrunch https://t.co/u9MdAca4Yo ...
X @Messari
Messari· 2025-06-27 19:13
Key Metrics - Token 交易量在第一季度达到 16 亿美元 [1][2] - 每日峰值交易量超过 61000 笔 [1][2] - 用户数量超过 6 万 [1] Product Updates - Seraph 全球第二季引入 ActPass 市场,用于无缝跨季资产管理 [1] - 第二季奖励池增加到超过 100 万美元 [2] Market Traction - Seraph 生态系统在 TGE(Token Generation Event,代币生成活动)后获得关注 [1]
X @Bloomberg
Bloomberg· 2025-06-27 12:35
Eleven former executives of companies linked to Miteni are sentenced to a combined 141 years in prison by an Italian court for one of the largest groundwater contaminations of forever chemicals in Europe https://t.co/EGnHrdwcE8 ...
AI Red Teaming Agent: Azure AI Foundry — Nagkumar Arkalgud & Keiji Kanazawa, Microsoft
AI Engineer· 2025-06-27 10:07
In the age of autonomous AI agents, ensuring their safety and reliability is paramount. But how can we proactively uncover vulnerabilities before they impact real-world scenarios? Enter Azure AI Evaluation SDK’s Red Teaming Agent—a cutting-edge tool designed to rigorously challenge your AI agents, exposing hidden risks and unexpected behaviors. This session will guide you through the powerful capabilities of Azure’s Red Teaming Agent, demonstrating how it simulates adversarial scenarios, stress-tests agenti ...
X @The Wall Street Journal
The Wall Street Journal· 2025-06-27 04:49
That Miami Beach penthouse with fabulous ocean views also may come with a special assessment that can run you thousands of dollars https://t.co/MUZcHzdXSN ...
High Roller Technologies (ROLR) Conference Transcript
2025-06-26 17:02
Summary of High Roller Technologies (ROLR) Conference Call Company Overview - **Company Name**: High Roller Technologies - **Ticker Symbol**: ROLR - **Business Model**: B2C online casino with a dual brand strategy (High Roller and Fruta) [6][7] - **Headquarters**: Malta, with satellite offices in the U.S. and Europe [9] Industry Insights - **Market Size**: The global iGaming market was estimated at approximately $40 billion in 2023, with projections to reach nearly $135 billion in a few years [16] - **Growth Rate**: The iGaming industry is growing at an annual rate of about 9% [16] - **Market Shift**: There is a significant shift from land-based casinos to online platforms, which is expected to continue [16] Key Business Strategies - **Customer Acquisition**: Partnership with SpyCup Media, a leading iGaming customer acquisition firm, enhances traffic to the website [8][17] - **Player Acquisition Engine**: For every dollar spent on customer acquisition, the company generates approximately $1.93 in return [18][19] - **Revenue Generation**: Revenue is generated through online casino games, which are designed with a house advantage [20][22] Market Expansion Plans - **Core Markets**: Focus on regulated markets such as Finland, Ontario, and Alberta, with a total addressable market (TAM) of approximately $4 billion [42] - **Finland**: Expected to drive about 60% of net gaming revenue, with a TAM of up to $1.2 billion [36] - **Ontario**: Anticipated market entry in late 2025, with a TAM of about $2.5 billion, where online casino represents 72% [38][40] - **Alberta**: Expected market launch in early 2026, with an estimated market size of $750 million to $1 billion [41] Competitive Advantages - **Experienced Team**: The company boasts a strong executive team with extensive experience in the gaming industry [23][27][30] - **Regulation-First Growth Model**: Focus on regulated markets provides stable revenue streams and high barriers to entry for competitors [56] - **Diverse Revenue Streams**: In addition to online casino operations, the company also engages in affiliate marketing, allowing for low-risk revenue generation [49][51] Product Offering - **Game Library**: One of the largest game libraries in the world with over 5,000 games from more than 90 partners [10][11] - **Customization**: Ability to localize products for different markets, enhancing user experience [52] Financial Projections - **Market Share Potential**: Aiming for a 1% market share in core markets could yield approximately $40 million in revenue, with potential for higher margins [43] - **EBITDA Margins**: Expected EBITDA margins could range from 20% to 40% depending on operational efficiency [43] Conclusion - High Roller Technologies is positioned for significant growth in the online casino market, leveraging a strong brand, experienced team, and strategic partnerships to capitalize on emerging opportunities in regulated markets. The focus on customer acquisition and product differentiation will be key drivers of success moving forward [57]