硅谷流媒体公司ROKU今天盘后股价震荡暴跌,引起市场广泛关注。根据ROKU最新发布的2024年第三季度业绩报告,虽然其营收数据超出华尔街预期,但对于第四季度的利润预期却严重低于分析师估值。这一利空消息,加上ROKU停止披露关键营运指标的决定,令投资界对其未来成长前景产生严重担忧,进而引发股价暴跌。
ROKU公布,2024年第三季度其营收达到10.6亿美元,高于分析师平均预期的10.2亿美元,主要归功于其平台广告业务的强劲表现。不过值得关注的是,ROKU第四季度的核心利润预计仅为3000万美元,大幅低于市场预期的3255万美元。公司指出,造成利润未及预期的主要原因,是由于其运营成本持续高涨,预计2025财年员工人数将有所增加,导致运营费用进一步膨胀。
更令人不安的是,ROKU宣布自2025财年起将停止报告"流媒体家庭"和"每用户平均收入(ARPU)"等关键指标,这被视为ROKU放弃追踪自身核心业务的信号,市场普遍担忧这可能预示ROKU正在转移业务重心、寻求新的利润增长点。此一消息无疑加剧了投资者对ROKU未来发展方向的不确定性,进而引发股价暴跌,在盘后最多一度跌去12.27%。
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