Roku, Inc (ROKU) – Ad pricing will most likely be squeezed in the long term

Roku, Inc (ROKU) (Q2FY23), Inc (ROKU) (Q2FY23)

Stock performance: The stock price showed an upward trend in the past 3-month period and gave a 23% return. The stock price rose by 16% in the past 1-year. The stock has a 52-week high of $98.44 and a 52-week low of $38.26.

Quarter Performance: In Q2FY23, net revenue increased 11% to $847.18mn as compared to $764.4mn in Q2FY22 due to an increase of 11% Y/Y to $743.8mn. In the six-month period, net revenue rose 6% to $1.5bn as compared to $1.49bn in the prior period.

Management Guidance: Revenue is expected for the Q3FY23 to be ~$815mn and gross profit is expected to be ~$355mn.

Highlights

In Q2FY23, ROKU achieved strong results with a significant increase in active accounts and revenue growth. However, there was a noticeable decrease in Average Revenue Per User (ARPU), suggesting challenges in monetization.

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Highlights

Valuation

– Enterprise Value
– CrispIdea Forecast
– CrispIdea Segment Forecast
– Peer Valuation
– CrispIdea Forecast Relative to Consensus
– Consensus History and Surprise
– Consensus Momentum

Actual & Historical Performance

– Income Statement
– Balance Sheet
– Cash Flow
– 10-Year Historical Performance
– Ratio Analysis
– ROIC & ROCE Analysis
– Segment Performance
– Key Metrics
– M&A Deals

Peer Performance

– Summary
– Profitability
– Growth
– Price Performance

Ownership

Stock Price Performance

Crispidea Coverage

No of Pages: 32

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