Roku Inc (ROKU)

[deet49]

Bull Case for ROKU $XXXX.xx is getting better and better

Look Out Above

[jonny_red]

What are you missing out on? The #ROKU Trade of Today, 5/18/2021.

[deet49]

Gotta' have TV good times or bad advertiser will need to advertise and content owners will need to monetize

seems like it's perfect company to avoid the rising cost of traditional cable RIP

GO ROKU
FRAZ PCHM TRCK IGIC
AMZN BABA IBM NFLX FUBO CMCSA T VIAC

[powercrush86]

look at that earnings report. Another Banger Still HOLDING

[deet49]

S&P look out ROKU is coming to get you!
3 in a row now / Outlook is strong
4 in a row is just a hop and a skip away IMO

way ahead of schedule on profitability

The S&P 500 requires a company to make four consecutive quarters of profit according to generally accepted accounting principles (GAAP).

https://www.investopedia.com/top-10-s-and-p-500-stocks-by-index-weight-4843111#:~:text=Tesla%20Inc.&text=The%20S%26P%20500%20requires%20a,accepted%20accounting%20principles%20(GAAP).

worth the wait and the rollercoaster ride
Go ROKU

TSLA ahead of S&P listing

[DD14]

Segi.tv partner with Roku, no need of youtube

[powercrush86]

google showing their typical communist ways but this is just another fantastic dip buying opportunity

[honyaker]

Roku has pulled YouTube TV from its channel store. The distribution agreement between Roku and Google for YouTube TV has expired as of today — and the two sides haven’t been able to reach a new deal. However, Roku says it is “taking the extra step to continue to offer existing subscribers access to YouTube TV on the Roku platform unless Google takes actions that require the full removal of the channel.” New subscriptions from the YouTube TV app have also been switched off “until an agreement is reached.”

In an email to customers, Roku warned “it is also important that you do not delete the YouTube TV app as it will not be available for download to Roku devices.” The regular YouTube app is unaffected by this situation and remains freely available on Roku devices.

Roku has accused Google of seeking unfair terms that would adversely affect streaming competitors and benefit the YouTube suite of apps. Google has also asked for deeper access to Roku customer data than other services, Roku claims, and is pushing Roku to adopt new hardware requirements; presumably the company is aiming to get AV1 supported in the future.

“We have only asked Google for four simple commitments,” Roku said in a new statement today. “First, not to manipulate consumer search results. Second, not to require access to data not available to anyone else. Third, not to leverage their YouTube monopoly to force Roku to accept hardware requirements that would increase consumer costs. Fourth, not to act in a discriminatory and anticompetitive manner against Roku.”

Earlier this week, Google accused Roku of abusing its strong position in the streaming hardware market. “Roku often engages in these types of tactics in their negotiations. We’re disappointed that they chose to make baseless claims while we continue our ongoing negotiations,” a Google spokesperson told The Verge on Monday. “All of our work with them has been focused on ensuring a high quality and consistent experience for our viewers. We have made no requests to access user data or interfere with search results. We hope we can resolve this for the sake of our mutual users.”

Google today followed that up with a blog post, stating that “our initial conversations started with Roku simply to renew the current terms of their ongoing deal with YouTube TV, which has been in place for several years. Our offer to Roku was simple and still stands: renew the YouTube TV deal under the existing reasonable terms.” Google claims that Roku used the opportunity to also “renegotiate a separate deal encompassing the YouTube main app, which does not expire until December.”

One bullet point really does sound like Google wants Roku to get on board with the AV1 codec:

Our agreements with partners have technical requirements to ensure a high quality experience on YouTube. Roku requested exceptions that would break the YouTube experience and limit our ability to update YouTube in order to fix issues or add new features. For example, by not supporting open-source video codecs, you wouldn’t be able to watch YouTube in 4K HDR or 8K even if you bought a Roku device that supports that resolution.

The takeaway is that we’re witnessing a more online, digital version of the carriage disputes that are so common between cable providers and content providers. Both companies are choosing their words extremely carefully.

Roku has insisted it’s not demanding more money from Google, and its email to customers — sent out at 8AM ET this morning — says “we cannot accept Google’s unfair and anticompetitive requirements that would allow for the manipulation of your search results, impact the usage of your data, and ultimately cost you more.” Google’s stance is that it “can’t give Roku special treatment at the expense of users,” and it’s reiterating that there have been no requests to change search or for special access to user data. “This claim is baseless and false,” Google said in its post.

Update April 30th 12PM ET: The article has been updated with new information from a blog post published by Google / YouTube.





https://www.theverge.com/2021/4/30/22411711/roku-removes-youtube-tv-channel-store

[camaroguy#1]

See-I told you this would bounce back-but one more pull-back Isn't out of the question-It would be the time to buy more shares.Hold on to your shares because this stock has potential to ride-up extremely high.

[powercrush86]

back up and away she goes

[deet49]

Smoking' Go ROKU
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=162783581

[WebSlinger]

Evercore ISI Group analyst Mark Mahaney initiates coverage on Roku (NASDAQ:ROKU) with a Outperform rating and announces Price Target of $400.

[camaroguy#1]

I DID NOT COMPARE THEM WITH NETFLIX !!! I SAID THEY ARE AT LEAST [5] FIVE YEARS BEHIND -NETFLIX- THE PRICE OF THIS STOCK SHOT UP CLOSE TO WHERE NETFLIX IS IN A PRETTY SHORT PERIOD OF TIME;SO I THINK IT'S DOING PRETTY GOOD. I REALLY WISH PEOPLE WOULD ACTUALLY TAKE THE TIME TO READ SOMETHING AND ACTUALLY COMPREHEND WHAT THEIR READING-BESIDES I WASN'T TALKING TO YOU-I WAS REPLYING TO SOMEONE ELSE [HOW RUDE] .

[powercrush86]

I wouldn't compare them to Netflix. so much more room to grow here looks as if everyone is turning their content away from Netflix to do their own platform so netflix is going to have to get some good originals here to keep people busy

[camaroguy#1]

I wouldn't worry -there just getting started [ GLOBALLY ] . Also if you look they are 5 years behind NETFLIX . This stock is doing pretty good.

[vincen71]

I bought 200 shares at this level. Hope it will turn around soon.

[camaroguy#1]

It will bounce back.

[powercrush86]

i would say it's a free fall here though irritating

[camaroguy#1]

If you have the $$$$ it's time to load up on it -IMO-I'm figuring there might be one more pullback before it shoots upward.I don't have the extra $$$ right now or i would buy some more shares.

[powercrush86]

reaching a technical buy point here.....

[deet49]

IT'S THE TREND TILL IT'S NOT' 4U CHART peoples

$100B advertising market and we are on track to capture at least 1/3

Go ROKU

[deet49]

“Master-of-Coin.” ROKU CFO-Louden How_bout'U $NFT<< ?? https://investorshub.advfn.com/boards/read_msg.aspx?message_id=162705562

TSLA chief financial officer, Zach Kirkhorn, has also been given a promotion… to “Master of Coin.”

[camaroguy#1]

just bought more shares of roku -what a deal !

[powercrush86]

always long and strong powell's comments today solidified the market at least for a little while

[deet49]

Outlook Unchanged = Tremendous hope everyone had a chance to catch their breath both long and short... good!
Now hope everyone is covered and ready for the next leg is upon us and the ROKU has not reached the destination station PT climbing just off of record highs and still incredibly cheap the future is happening and approaching rapidly ....

ROKU is how the world TV's
Go ROKU Global

[powercrush86]

funny how they keep pumping articles of a repeat of the 2000 era dot com bust. Well news flash these are the new Blue Chippers. Such idiots to compare then to now

[powercrush86]

lol their is good buys all cross tech RN

[camaroguy#1]

Hopefully this will be a up week for ROKU !

[camaroguy#1]

Just want everyone to know I did not pick this ALIAS-IT just popped-up so I stuck with it.

[camaroguy#1]

IF YOU CAN AFFORD TO YOU NEED TO BUY ON THESE DIPS ,THIS STOCK IS JUST BEGINNING TO GET UNDER WAY-GLOBALLY-IT WILL GROW & THE PRICE WILL GO UP-JUST HOLD ON TO IT-DON'T SELL FOR CHEAP MONEY HOLD OUT FOR THE BIG BUCKS!

[rolvram]

Roku’s Nielsen Deal Means It Can Make Money Off Traditional TV Viewers. Here’s How.

Roku surprised analysts last month with a fourth-quarter profit.
Seanlockephotography/Dreamstime
Roku’s deal for Nielsen’s advertising video business boosts the size of its potential market and makes it more valuable to programmers going directly after consumers, an analyst at KeyBanc Capital Markets said.

Earlier this week, streaming platform Roku (ticker: ROKU) said it was buying Nielsen’s Advanced Video Advertising unit, which includes technology that makes it easier for advertisers to target specific audiences.

Roku has more than 51 million accounts using its platform to stream everything from live television to on-demand content from subscription services such as Netflix (NFLX).

The Nielsen (NLSN) deal means Roku can make money off people who watch TV the traditional way—tuning into a scheduled program on its original channel, according to KeyBanc Capital Markets analyst Justin Patterson.


“This increases value to programmers who can now leverage Roku to grow both their direct-to-consumer (D2C) and linear TV revenue streams,” Patterson said in a note. “We believe this represents a material positive.”

He estimates average revenue per user will increase 50% this year, compared with 2020.

Roku also has a deal to acquire the content library of defunct Quibi, adding 75 shows and documentaries and other content.

Patterson raised his rating on Roku stock to Overweight from Sector Weight with a $518 price target.

[rolvram]

Roku Will Take Lion's Share Of Streaming TV Market, According To Cathie Wood
by
Chris Katje
March 3, 2021 3:11 pm
Share to Linkedin
Share to Twitter
Share to Facebook
Share to Print
License
More
? Click here to get Benzinga's next high-conviction options trade!

Roku Will Take Lion's Share Of Streaming TV Market, According To Cathie Wood
Ark Investment Management Founder and CEO Cathie Wood joined Benzinga's "Raz Report" for an exclusive interview Wednesday. She shared her thoughts on several stocks, including Roku Inc (NASDAQ:ROKU).

Wood on Roku: Wood sees a huge transition from linear television to streaming television. When asked where the $70 billion in annual advertising for linear television will go, the answer from Wood is the streaming leaders.

“The surprise is Roku,” Wood said, noting that most people point to Facebook Inc (NASDAQ:FB) and Amazon.com (NASDAQ:AMZN) being possible winners in the shift. “Roku is becoming the operating system of streaming TV.”

Roku started its own channel and recently acquired Quibi to add more of its own original content. This could lead to additional advertising revenue.

Wood thinks Roku and Amazon are going to “take the lion’s share of the market.”

Related Link: Is Roku Pushing Into Original Content?

Why It’s Important: Roku is the third-largest holding in the Ark Innovation ETF (NYSE:ARKK). The stock represents 5.3% of the Ark flagship ETF’s assets. The stock trails only Square Inc (NYSE:SQ) and Tesla (NASDAQ:TSLA), which rank second and first for the fund’s assets.

Roku is also a top 10 holding in the Ark Next Generation Internet ETF (NYSE:ARKW).

ROKU Price Action: Roku shares are down 4% $373.17 at publication time.

[powercrush86]

Weak hands here

[powercrush86]

Bullish off the lame duck sell off

[skydog526]

Got fill the $330 $350 gap first.

[camaroguy#1]

A couple of people[who didn't know what they were talking about tried to tell me ROKU was old or Done;well I invested and have been making money ever since.Don't listen to other people do what you think or know is the right thing to do!

[camaroguy#1]

Please don't get me started on that mentally challenged man.

[powercrush86]

Agreed. Only thing in the way is the current administration Biden is a Buffon and they all appear to be nutjobs

[camaroguy#1]

Just a temp. pull-back time to buy more shares.I expect the stock to hit the $900.-$1,000. range within a couple of years.This is a definite buy & hold

[deet49]

Just-Got-vaccinated? time-to Reconnect Coaxial-Cable
yup get rid of the 75" TCL ROKU call concast up reconect the old Zenith Tube wow just like old times also cancel Netflix too

Hundo off ATH that's enough already ouch!!

[powercrush86]

$$$ ROKU $$$

[deet49]

Everyone-Throw-Away-Your ROKU-TV Now-That-Vaccine-Is-Circulating-- LOL

[deet49]

four consecutive quarters ROKU

The S&P 500 requires a company to make four consecutive quarters of profit according to generally accepted accounting principles (GAAP).
https://www.investopedia.com/top-10-s-and-p-500-stocks-by-index-weight-4843111#:~:text=Tesla%20Inc.&text=The%20S%26P%20500%20requires%20a,accepted%20accounting%20principles%20(GAAP).

[powercrush86]

healthy dip here

[deet49]

ROKU Bell Cannot Be Un-Rung $840.28 $USD = $600 $GBP PT by Benchmark

Go ROKU Global ...

[powercrush86]

Wow huge beat here this is a beast plus I read they are hiring an attorney for original content

[deet49]

Just-Like Android-Vs-IOS in-the-end only ROKU O/S VS ?maybe small APPL niche market

Tomorrows PT $4900.00++++ $500 right now is joke Right...

[deet49]

was in WMT last night the only pallets that had TV's off of them was the ROKU's others are not selling also the streaming stick shelf could use some restocking ....

how much longer till the Samsung's and LG's jump on this train and get back to making great TV's and leave the steaming to the #1 Streamer ROKU TCL is crushing them... Just a matter of time ....

GROWTH story is so good https://investorshub.advfn.com/boards/read_msg.aspx?message_id=161166224

Go ROKU GLOBAL

[powercrush86]

Fresh all time high here today Again

[powercrush86]

once again investors here (at least a bit) aren't paying attention to the true growth picture here. This is still ground levels. App based TV is the future and Roku has it cornered and is very user friendly. There are so many apps that consumers will soon tire of having to use a million different things and will continue to use roku's all in one interface