Sam Badawi@samsolid57

8 months ago

Roku - FY2025 Q2 $ROKU 98.25 [+4.2% AH] ✅ Revenue: $1.11B (Est. $1.09B) [+15% YoY] ✅ EPS: $0.07 (Est. -$0.16) Additional Metrics: Platform Revenue: $975M [+18% YoY] Gross Profit: $498M [+17% YoY] Announced $400M stock repurchase program FY2025 Guidance Platform Revenue: https://t.co/ZmNoh0rGz1

At first glance, $roku earnings look solid. 5% opex growth, well below 17% gross profit dollar growth. Continues to hint at meaningful FCF inflection on the come. Wouldn't surprise me at all if we have seen our last quarterly operating loss given tendencies at conservative guides

Roku Revenue Jumps 15%, Turns in Surprise Profit in Solid Q2 Earnings Beat https://t.co/tim0KpaOUF via @variety