硅谷流媒体服务商Roku盘后遭到重挫,股价一度大跌近12%,引发市场广泛关注。根据公司2024财年第三季度财报数据,尽管营收达到10.6亿美元超出市场预期,但公司对第四季度的核心利润预期仅为3000万美元,大幅低于华尔街分析师平均预估的3255万美元,成为主导股价下跌的主因。
Roku称,导致利润未及预期的主要原因是运营成本持续上升,公司预计2025财年员工人数将有所增加,因而进一步推高了运营开支。更令投资者忧心忡忡的是,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)"等核心指标。这被视为公司放弃追踪核心业务的信号,市场担心其可能意味着Roku正在调整业务重心、寻求新的利润增长来源。
分析师指出,Roku中期利润前景受到投资者质疑,加上公司不再报告关键营运数据,无疑将加剧市场对其未来发展路径的不确定性,进而引发股价暴跌。不过该公司当前财季营收表现强劲,表明平台广告销售仍有良好增长动能,或成为一线曙光。总体而言,投资界正密切关注Roku下一步的发展举措,以厘清其未来的商业规划。
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