硅谷流媒体服务商Roku公司(ROKU)10月31日盘中股价大跌17.2%,引发市场广泛关注。此轮股价重挫主要受公司最新季度财报利空影响,其利润增长前景不佳以及业务发展方向存疑成为主因。
ROKU日前公布了2024财年第三季度财报,尽管营收10.62亿美元超出华尔街预期,但净亏损依旧未能扭转为盈利。更令投资者失望的是,公司预计第四季度核心利润仅有3000万美元,远低于分析师平均预估的3255万美元。公司解释导致利润未及预期的主要原因是运营成本高企,预计2025财年员工人数和相关运营费用也将继续攀升。
此外,ROKU还宣布自2025年起不再公布"流媒体用户家庭"和"每用户平均收入"等关键营运指标。这一变动被广泛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正在转移业务重心、寻求新的利润增长点。分析师指出,Roku中期利润前景存疑,加上缺乏核心经营数据的透明度,无疑将加剧投资界对其长期发展方向的质疑。
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