2024年9月12日,流媒体设备和平台公司Roku(纳斯达克代码:ROKU)股价盘前大涨近7%,主要得益于市场研究机构Cleveland Research发布的一份利好研究报告。
Cleveland Research在报告中表示,预计Roku公司2024年第三季度业绩将超出市场预期。主要原因包括:
1. Roku智能电视销量保持线性增长,为公司业绩提供了良好的增长动力。
2. 公司在程序化广告购买等新业务领域推进顺利,并凭借媒体供应的增长赢得了更高的CPM(每千次展现收费)广告定价,整体广告收益增加。
3. Roku与多家主要广告代理商加强合作,提升了公司在新兴广告形式如主屏幕广告等领域的竞争力,使其在其他垂直市场更具吸引力。
Cleveland Research预计,Roku大部分业绩增长将来自其Demand-Side Platform(需求方平台)业务,并认为公司的长期前景"更具有建设性"。
这一积极的分析无疑提振了市场对Roku长期增长潜力的信心,推动了当日股价的强劲上涨。
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