2024年9月12日,流媒体设备公司Roku(纳斯达克:ROKU)股价盘前大涨5%,主要得益于Cleveland Research发布的一份利好研究报告。
Cleveland Research表示,预计Roku公司第三季度业绩将超出市场预期。主要原因包括:Roku智能电视销量线性增长,提供了良好的业绩增长动力;公司在程序化广告购买等新业务上推进顺利,并凭借供应增长赢得了更高的CPM广告定价;同时与多家广告代理商加强合作,整体竞争力有所提升。
该研究机构认为,Roku的大部分业绩增长将来自其Demand-Side Platform平台,而公司在主屏幕和新广告格式等领域的进展也将提高其在其他垂直市场的吸引力,长期前景看起来"更具有建设性"。
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.