电视流媒体平台公司Roku(ROKU)10月31日股价暴跌超20%,引发市场关注。这一大跌主要源于公司最新财报持续亏损、利润前景不佳,以及公司不再公布部分重要营运指标,加剧了市场对其业务发展的疑虑。
Roku在第三季度财报中公布,该季度虽然营收达10.62亿美元,同比增长16.5%超出预期,但净亏损为903万美元。更令人失望的是,公司预计第四季度核心利润仅为3000万美元,远低于市场预估的3255万美元。公司表示主要原因是运营成本持续高企,预计2025财年员工人数及运营开支将继续增加。
与此同时,Roku宣布自2025年第一季度起,将不再公布"流媒体用户数"和"平均每用户收入(ARPU)"等关键指标。这被广泛视为公司可能放弃追踪核心业务、调整业务重心的信号。分析师认为,未来缺乏核心经营数据的透明度,势必将加剧市场对Roku中长期发展前景的不确定性。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.