Q2-osavuosiraportti
48 päivää sitten‧42 min
Tarjoustasot
Määrä
Osto
200
Myynti
Määrä
5
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
99,92VWAP
Alin
96,92VaihtoMäärä
220,2 2 948 785
VWAP
Ylin
99,92Alin
96,92VaihtoMäärä
220,2 2 948 785
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 31.7. | |
| 2025 Yhtiökokous | 11.6. | |
| 2025 Q1-osavuosiraportti | 1.5. | |
| 2024 Vuosiraportti | 14.2. | |
| 2024 Q4-osavuosiraportti | 13.2. |
Datan lähde: Morningstar, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
4.8.·📈 What’s Driving Today’s Uptrend? 1. Analyst and Credit Rating Upgrades • KeyBanc recently upgraded Roku to Overweight and raised its target price to $115, suggesting about 30% upside. This is based on expectations of continued shift of advertising to streaming platforms and partnerships with Amazon and The Trade Desk . • Citizens raised its target price from $95 to $110, citing that streaming is already outpacing traditional TV in viewership, which is benefiting Roku’s ad revenue . • UBS raised its estimate to $95, from $72, while maintaining its Neutral rating – citing reduced trade and advertising-related uncertainties . • JPMorgan raised its target price to $105, maintaining its Overweight rating after Roku kicked off earnings season with a better-than-expected report and positive outlook . 2. Partnership Strengthened • Roku announced an advertising partnership with Amazon Ads last month, enabling ad buying via Amazon’s DSP to about 80 million U.S. CTV households. Early data indicates 40% increased reach and 30% less repetitive viewing – this was hailed by analysts as a strong competitive advantage for Roku . 3. Strong report but mixed stock reaction • In Q2 2025, Roku delivered strong results: profit of $0.07 per share instead of an expected loss of $0.15, revenue grew by 15% and platform revenue by 18% to $975.5M. Despite this, the stock fell 15%, mainly due to broader stock market concerns related to new tariffs and weak macro data (including labor market data) .
4.8.·I'm not entirely with it either, sorry, it's just auto-generated by ChatGPT, right? It's just a matter of changing the order, that the increase today is due to upgrades in price targets, which were before the drop after the financial statements🤨. And the labor market report and Trump's new threats of tariffs definitely made the markets go into the red, but not AT ALL 15% like on Roku. So I'm still without any other explanation than expectations were obviously higher and/or profit taking. But probably other factors at play...- 1.8.·Overreaction. It was really good compared to expectations. | Point | Outcome | Assessment | | ---------------------- | ------------------------------ | ------------------- | | **Sales** | \$1.11 billion vs \$1.07 expected | ✅ Strong | | **Adjusted EPS** | +\$0.07 vs –\$0.16 expected | ✅ Very strong | | **Q3 guidance** | \$1.2 billion vs \$1.17 expected | ✅ Exceeds | | **Platform revenue** | +18% YoY | ✅ Good growth | | **User growth** | Continued strong | ✅ Good trend | | **Profit target** | Positive operating profit in Q4 | ✅ Clear plan | | **Cash & debt** | \$2.3 billion & low debt | ✅ Financial strength |1.8.·Yes, it was quite surprising with such a large correction on a report that surprised positively! ChatGPT claims it has happened about half of the times in quarterly reports. And that it will probably come back in the next few weeks. So I really hope it will happen 🙄3.8.·Regarding Nutanix, it is possible that I have commented on something. I believe in the company a lot and I see a lot about the company internally at my own employer. Unfortunately, I cannot reveal which one. Nutanix has a service/function/product that more and more companies will need or depend on going forward and the journey has just begun. I am maintaining my position and perhaps I was early to buy as the price has been very good before I bought in. Still +17% this year despite the recent downgrade. They have just started to get nice numbers and the future looks very bright. It is stormy to be early but the reward comes with patience.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Q2-osavuosiraportti
48 päivää sitten‧42 min
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 4.8.·📈 What’s Driving Today’s Uptrend? 1. Analyst and Credit Rating Upgrades • KeyBanc recently upgraded Roku to Overweight and raised its target price to $115, suggesting about 30% upside. This is based on expectations of continued shift of advertising to streaming platforms and partnerships with Amazon and The Trade Desk . • Citizens raised its target price from $95 to $110, citing that streaming is already outpacing traditional TV in viewership, which is benefiting Roku’s ad revenue . • UBS raised its estimate to $95, from $72, while maintaining its Neutral rating – citing reduced trade and advertising-related uncertainties . • JPMorgan raised its target price to $105, maintaining its Overweight rating after Roku kicked off earnings season with a better-than-expected report and positive outlook . 2. Partnership Strengthened • Roku announced an advertising partnership with Amazon Ads last month, enabling ad buying via Amazon’s DSP to about 80 million U.S. CTV households. Early data indicates 40% increased reach and 30% less repetitive viewing – this was hailed by analysts as a strong competitive advantage for Roku . 3. Strong report but mixed stock reaction • In Q2 2025, Roku delivered strong results: profit of $0.07 per share instead of an expected loss of $0.15, revenue grew by 15% and platform revenue by 18% to $975.5M. Despite this, the stock fell 15%, mainly due to broader stock market concerns related to new tariffs and weak macro data (including labor market data) .4.8.·I'm not entirely with it either, sorry, it's just auto-generated by ChatGPT, right? It's just a matter of changing the order, that the increase today is due to upgrades in price targets, which were before the drop after the financial statements🤨. And the labor market report and Trump's new threats of tariffs definitely made the markets go into the red, but not AT ALL 15% like on Roku. So I'm still without any other explanation than expectations were obviously higher and/or profit taking. But probably other factors at play...
- 1.8.·Overreaction. It was really good compared to expectations. | Point | Outcome | Assessment | | ---------------------- | ------------------------------ | ------------------- | | **Sales** | \$1.11 billion vs \$1.07 expected | ✅ Strong | | **Adjusted EPS** | +\$0.07 vs –\$0.16 expected | ✅ Very strong | | **Q3 guidance** | \$1.2 billion vs \$1.17 expected | ✅ Exceeds | | **Platform revenue** | +18% YoY | ✅ Good growth | | **User growth** | Continued strong | ✅ Good trend | | **Profit target** | Positive operating profit in Q4 | ✅ Clear plan | | **Cash & debt** | \$2.3 billion & low debt | ✅ Financial strength |1.8.·Yes, it was quite surprising with such a large correction on a report that surprised positively! ChatGPT claims it has happened about half of the times in quarterly reports. And that it will probably come back in the next few weeks. So I really hope it will happen 🙄3.8.·Regarding Nutanix, it is possible that I have commented on something. I believe in the company a lot and I see a lot about the company internally at my own employer. Unfortunately, I cannot reveal which one. Nutanix has a service/function/product that more and more companies will need or depend on going forward and the journey has just begun. I am maintaining my position and perhaps I was early to buy as the price has been very good before I bought in. Still +17% this year despite the recent downgrade. They have just started to get nice numbers and the future looks very bright. It is stormy to be early but the reward comes with patience.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
200
Myynti
Määrä
5
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
99,92VWAP
Alin
96,92VaihtoMäärä
220,2 2 948 785
VWAP
Ylin
99,92Alin
96,92VaihtoMäärä
220,2 2 948 785
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 31.7. | |
| 2025 Yhtiökokous | 11.6. | |
| 2025 Q1-osavuosiraportti | 1.5. | |
| 2024 Vuosiraportti | 14.2. | |
| 2024 Q4-osavuosiraportti | 13.2. |
Datan lähde: Morningstar, Quartr
Q2-osavuosiraportti
48 päivää sitten‧42 min
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 31.7. | |
| 2025 Yhtiökokous | 11.6. | |
| 2025 Q1-osavuosiraportti | 1.5. | |
| 2024 Vuosiraportti | 14.2. | |
| 2024 Q4-osavuosiraportti | 13.2. |
Datan lähde: Morningstar, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 4.8.·📈 What’s Driving Today’s Uptrend? 1. Analyst and Credit Rating Upgrades • KeyBanc recently upgraded Roku to Overweight and raised its target price to $115, suggesting about 30% upside. This is based on expectations of continued shift of advertising to streaming platforms and partnerships with Amazon and The Trade Desk . • Citizens raised its target price from $95 to $110, citing that streaming is already outpacing traditional TV in viewership, which is benefiting Roku’s ad revenue . • UBS raised its estimate to $95, from $72, while maintaining its Neutral rating – citing reduced trade and advertising-related uncertainties . • JPMorgan raised its target price to $105, maintaining its Overweight rating after Roku kicked off earnings season with a better-than-expected report and positive outlook . 2. Partnership Strengthened • Roku announced an advertising partnership with Amazon Ads last month, enabling ad buying via Amazon’s DSP to about 80 million U.S. CTV households. Early data indicates 40% increased reach and 30% less repetitive viewing – this was hailed by analysts as a strong competitive advantage for Roku . 3. Strong report but mixed stock reaction • In Q2 2025, Roku delivered strong results: profit of $0.07 per share instead of an expected loss of $0.15, revenue grew by 15% and platform revenue by 18% to $975.5M. Despite this, the stock fell 15%, mainly due to broader stock market concerns related to new tariffs and weak macro data (including labor market data) .4.8.·I'm not entirely with it either, sorry, it's just auto-generated by ChatGPT, right? It's just a matter of changing the order, that the increase today is due to upgrades in price targets, which were before the drop after the financial statements🤨. And the labor market report and Trump's new threats of tariffs definitely made the markets go into the red, but not AT ALL 15% like on Roku. So I'm still without any other explanation than expectations were obviously higher and/or profit taking. But probably other factors at play...
- 1.8.·Overreaction. It was really good compared to expectations. | Point | Outcome | Assessment | | ---------------------- | ------------------------------ | ------------------- | | **Sales** | \$1.11 billion vs \$1.07 expected | ✅ Strong | | **Adjusted EPS** | +\$0.07 vs –\$0.16 expected | ✅ Very strong | | **Q3 guidance** | \$1.2 billion vs \$1.17 expected | ✅ Exceeds | | **Platform revenue** | +18% YoY | ✅ Good growth | | **User growth** | Continued strong | ✅ Good trend | | **Profit target** | Positive operating profit in Q4 | ✅ Clear plan | | **Cash & debt** | \$2.3 billion & low debt | ✅ Financial strength |1.8.·Yes, it was quite surprising with such a large correction on a report that surprised positively! ChatGPT claims it has happened about half of the times in quarterly reports. And that it will probably come back in the next few weeks. So I really hope it will happen 🙄3.8.·Regarding Nutanix, it is possible that I have commented on something. I believe in the company a lot and I see a lot about the company internally at my own employer. Unfortunately, I cannot reveal which one. Nutanix has a service/function/product that more and more companies will need or depend on going forward and the journey has just begun. I am maintaining my position and perhaps I was early to buy as the price has been very good before I bought in. Still +17% this year despite the recent downgrade. They have just started to get nice numbers and the future looks very bright. It is stormy to be early but the reward comes with patience.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
200
Myynti
Määrä
5
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
99,92VWAP
Alin
96,92VaihtoMäärä
220,2 2 948 785
VWAP
Ylin
99,92Alin
96,92VaihtoMäärä
220,2 2 948 785
Välittäjätilasto
Dataa ei löytynyt