硅谷流媒体服务商Roku公司(ROKU)10月31日盘中股价大跌17.2%,引发了市场的广泛关注。这一股价下跌主要受公司最新季度财报利空影响,其中利润前景不佳以及业务发展方向存疑成为导火索。
财报数据显示,ROKU第三季度营收10.62亿美元,同比增长16.5%,超出市场预期。但净亏损达903万美元,仍未扭亏为盈。更令投资者失望的是,公司预计第四季度核心利润仅3000万美元,远低于华尔街分析师预估的3255万美元。公司解释称,导致利润未及预期的主要原因是运营成本持续上升,预计员工人数将进一步增加,相关运营费用也将攀升。
另一个引发市场担忧的重大变化是,ROKU宣布自2025年起将不再公布"流媒体用户家庭"和"平均每用户收入"等关键指标。此举被广泛视为公司将放弃追踪核心业务的信号,可能在调整业务重心、寻求新的利润增长点,加剧了投资者对其未来发展方向的不确定性。分析师指出,Roku中期利润前景存疑,加上遮蔽关键运营数据,将进一步增加市场对其长期发展前景的质疑。
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