06/30/2025, 06:04 AM UTC
Roku：亚马逊与盈利即将到来Roku: Amazon And Profits Are Coming
1、Roku增长放缓，但仍保持强劲的净现金状况和盈利进展；2、管理层对长期流媒体趋势和盈利目标保持信心，尽管面临宏观经济挑战；3、估值合理且存在两位数回报潜力，但风险包括竞争、利润率压力和订阅服务过度投资。1. Roku faces decelerating growth but maintains a strong net cash position and progress toward profitability; 2. Management expresses confidence in long-term streaming trends and profitability goals despite macroeconomic challenges; 3. Valuation appears reasonable with potential for double-digit returns, though risks include competition, margin pressures, and overinvestment in subscription services.---
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