Roku Inc.(ROKU)今日盘中大涨5.06%,表现强劲。
据Needham分析师报告指出,Roku有望在2025年获得长期增长,其主要驱动力包括:连接电视(CTV)广告收入持续增长、产业整合持续进行,以及媒体娱乐行业趋势向好等。
具体来看,Needham分析师预计,到2025年底Roku的设备安装基础将增长至近1亿户家庭;同时2025年行业CTV广告收入将同比增长16%,达到330亿美元,Roku作为CTV广告主要平台有望获益良多。另外媒体娱乐行业已经走出低谷期,竞争环境相对有利,Roku在多个维度有望实现业务增长。
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