Movies and Entertainment

Roku

MercadoLibre

Conference Minutes

MELI

09988

BABA

89988

HBBD

GOOG

GOOGL

ROKU

KBAB

BABO

BABX

GGLS

GGLL

Below is Dolphin Research's transcript of the FY25 Q4 earnings call for $Mercadolibre(MELI.US). For our earnings take, see 'Latin America's Alibaba's Split Personality: Revenue Giant, Profit Dwarf'. I. Review of key financial metrics. II. Call details. 2.1 Management highlights. 1) Brazil e-commerce strategy: GMV accelerated (+35%) on strategic investments, notably lowering the free-shipping threshold. This boosted purchase frequency and attracted new buyers...

Mercadolibre

BABA-W

Alibaba

BABA-WR

Alibaba HK SDR 5to1

Alphabet - C

Alphabet

KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Mercado (Trans): Will develop an in-house e-comm Agent

Netflix

Hot topic

NFLX

AMZN

AMZU

BROS

601339

PSKY

PARA

MNTN

HSBA

00005

HSBC

WFC-A

WFC-C

WFC-D

WFC-L

WFC-Y

WFC-Z

HSHD

On Dec. 7, the long-running WBD sale neared the finish line as NFLX emerged as the buyer. The company agreed to acquire WBD's assets excluding cable TV for $72bn and to assume $10.7bn of WBD debt.The deal is still subject to regulatory approval due to antitrust concerns. About this acquisition...

Disney

Warner Bros. Discovery

Amazon

Direxion Daily AMZN Bull 2X Shares

Dutch Bros

Paramount Skydance Corporation - CL B

MediaAlpha

Paramount Global

Wells Fargo

HSBC Holdings Plc

HSBC HOLDINGS

WELLS FARGO & COMPANY DEP SHS REP 1/1000TH INT PFD SR AA (CLA)

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A CC

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A DD

WELLS FARGO & COMPANY 7.5% PERP CONV PRF CLS 'A' SERIES 'L'

WELLS FARGO & COMPANY DEP SHS REP 1/1000 INT PER PFD SER Y A

WELLS FARGO & COMPANY 4.75% DEP SHS 1/1000 NCUM PFD CL A SR Z

HSBC HK SDR 5to1

NFLX breaks its own rules, makes an RMB 80bn bet to become No.1 in film & TV

Roku Shares Fall as Insiders Cut Positions

Roku's Subscription President Gilbert Fuchsberg Sold 9,593 Shares of Class A Common Stock

Roku Director Neil D. Hunt Converts and Sells Shares

Roku Media President Charles Collier Sold Class A Shares

CFRA Reiterates Strong Buy Recommendation on Roku, Inc. Stock

Analyst Reiterates Buy Rating on Roku with a Price Target of $138

Raymond James Maintains Roku's Hold Rating

ROKU Reports Q1 2026 Earnings: Revenue Grows 22.4%

Analyst Raises Roku's Target Price to $160

Roku released FY2026 Q1 earnings on April 30 After-Market EST, actual revenue USD 1.249 B (forecast USD 1.204 B), actual EPS USD 0.57 (forecast USD 0.3298)

Roku Raises 2026 Platform Revenue Forecast

Roku to release FY2026 Q1 earnings on April 30 After-Market EST, forecast revenue USD 1.204 B, EPS USD 0.3281

Roku Submits Annual Report Showcasing Streaming Growth Strategies

Guggenheim Raises Roku's Target Price to $130

Roku's Media President Charles Collier Sells 205,807 A Shares

Roku Surpasses 100 Million Streaming Households, a Pivotal Milestone in Streaming Era

Roku CEO Sells $4 Million in A Class Ordinary Shares

Roku President Charles Collier Sells 205,821 Shares of Class A Stock

Roku Launches Ad-Free Howdy Subscription Service

Roku CFO Jedda Dan Sells 14,000 Class A Common Shares

Amesite

InMed Pharmaceuticals

Meiwu Tech

Co-Diagnostics

Phoenix Asia

Generation Income Properties

MetaVia

BAYVIEW ACQUISITION CORPORATION COM USD0.0001 (S/R) 17/11/2028

Rubico

Virax Biolabs

Roku Inc-A (ROKU.US) Q3 2025 Earnings Conference Call

Roku Inc-A (ROKU.US) Q2 2025 Earnings Conference Call

Roku Inc-A (ROKU.US) Q1 2025 Earnings Conference Call

Roku Inc-A (ROKU.US) Q4 2024 Earnings Conference Call

Roku Inc-A (ROKU.US) 2024 Third Quarter Earnings Conference Call

PARAA

BNGE

The first episode is set to debut on CBS on May 24, 2026, before being available for streaming globally on platforms like Amazon Prime Video, Apple TV, Roku TV, and Tubi. Scheduled to air from Austin, Texas, on May 18, 2026, Staycation International, an extension of the award-winning Staycation program, is aimed at reaching a larger audience.

Unusual Whales

Invesco Leisure & ENT ETF

First Trust S-Network Streaming and Gaming ETF

Emmy-Winning Staycation Expands Globally with Staycation International Beginning in Dubai

Roku's stock, currently priced at $124.02, has surged 73.8% over the past year but has recently pulled back 4.3%. A Discounted Cash Flow analysis suggests it is undervalued by 41%, while its P/E ratio of 90.91x indicates it may be overvalued compared to industry averages. Investors are weighing Roku's growth potential against its current valuation amidst competition in the streaming market.

Simplywall

Is It Too Late To Consider Roku (ROKU) After Its 73.8% One Year Surge?

YouTube TV has resolved a bug affecting its program guide on Roku devices, which previously displayed outdated listings. The issue stemmed from the interaction between YouTube TV and Roku's Instant Resume feature, causing the app to pull old data instead of current information. The fix ensures that the program guide now loads accurate, real-time information every time the app is opened, enhancing user experience for live television viewing. YouTube TV, launched in 2017, has grown significantly, now offering over 100 channels and a contract-free streaming service.

Rolling Out

YouTube TV’s essential Roku fix is finally here

Roku (ROKU) has seen a significant share price increase of 22% in the last month and 52% over the past three months, drawing investor interest in its streaming platform. Currently trading at $125.68, it is considered undervalued with a fair value estimate of $128.37. Despite strong revenue growth from digital advertising, risks include competition and privacy regulations. Roku's P/E ratio is notably high at 92.1x compared to industry averages, raising questions about its valuation. Investors are encouraged to explore other potential growth opportunities in the market.

Assessing Roku (ROKU) Valuation After Strong Recent Share Price Momentum

Parks Associates has released its inaugural Top Ten US FAST Services list, revealing Tubi, The Roku Channel, and Pluto TV as the leading platforms. The research indicates that 46% of US internet households regularly utilize FAST services for long-form video content. Tubi has established a significant lead in the market, while The Roku Channel and Pluto TV follow closely. The report highlights a growing trend towards free ad-supported streaming services as consumers seek alternatives to subscription fatigue. The sector is expected to continue its growth through 2026 and beyond.

prnewswire

Samsung Electronics 

Samsung Electronics Co., Ltd. Sponsored GDR

08:47 ETParks Associates Releases Top Ten US FAST Services, with Tubi, The Roku Channel, and Pluto TV Leading

SCHL

Maizen's YouTube gaming characters JJ & Mikey are expanding into a franchise through a partnership with Pocket.watch. The series will stream on platforms like Tubi and The Roku Channel this summer. Scholastic will publish a series of children's books in early next year, and new toys will launch in Spring 2027. This collaboration aims to enhance the characters' presence in digital family entertainment and inspire a love of reading among children.

Variety

Scholastic

Maizen’s Hit YouTube Gaming Characters JJ & Mikey Expand Into TV Series, Books and Toys in New Pocket.watch Franchise Deal (EXCLUSIVE)

Roku's stock (NASDAQ:ROKU) fell 1.1% to $128.07 amid a trading volume decline of 31%. Analysts have mixed sentiments; Robert W. Baird raised its price target to $160, while Zacks downgraded it to a "hold". Roku's recent earnings surpassed expectations with $0.57 EPS and $1.25 billion revenue, up 22.4% year-over-year. Insider selling was noted, with CEO Anthony J. Wood selling 50,000 shares. The consensus rating remains a "Moderate Buy" with a target price of $143.42.

Market Beat

Peloton Interactive

Jefferies Financial

Ark Innovation ETF

Tesla

Robinhood

Roku (NASDAQ:ROKU) Trading Down 1.1%  - Should You Sell?

The stock has doubled over the past year and is seeing strong momentum.

Is Roku stock a buy as ad and subscription revenues climb?

Roku shares rose 2% after Citigroup upgraded its price target from $100 to $120, maintaining a neutral rating. The stock traded as high as $127.90, with a volume increase of 12% from the average. Other analysts also raised their targets, with Pivotal Research setting a new target of $160. Insiders sold shares recently, with 13.45% of stock owned by them. Positive sentiment surrounds Roku's Q1 earnings beat and new product launches, while concerns about privacy and valuation scrutiny persist.

Roku(ROKU.US)