ARPU Growth

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高盛:腾讯音乐_对 SVIP 快速渗透持积极展望,非订阅业务具长期潜力;上调目标价,买入
Goldman Sachs· 2025-06-23 02:09
18 June 2025 | 6:46AM HKT Tencent Music Entertainment Group (TME) Constructive outlook on faster SVIP penetration, non-subs business long-term potential; Raise TP, Buy | TME | 12m Price Target: $21.00 | Price: $18.20 | Upside: 15.4% | | --- | --- | --- | --- | | 1698.HK | 12m Price Target: HK$82.00 | Price: HK$73.40 | Upside: 11.7% | We raise TME's TP to US$21/HK$82 and reiterate our Buy rating on the name. The stock has rallied +69% YTD (vs. HSTech +18%), on the back of solid music growth visibility and pr ...
Analysts Split On Roku, But One Names It 'Top Pick For 2025'
Benzinga· 2025-05-02 16:27
Shares of Roku Inc. ROKU fell in early trading on Friday despite the company’s upbeat first-quarter results on Thursday.The announcement came amid an exciting earnings season. Here are some key analyst takeaways.Rosenblatt Securities On RokuAnalyst Barton Crockett reiterated a Neutral rating, while slashing the price target from $100 to $75.Although Roku’s first-quarter results were positive, with 16% year-on-year revenue growth and 37% growth in adjusted EBITDA, they were near expectations, Crockett said i ...