ROKU stock forecast 2025: worth holding for a long time

1.The Roku Channel (TRC).

The Roku Channel (TRC) will be a huge driving force for the company's growth. I think the market has not yet realized the huge potential of TRC. Currently, TRC is watched by 70 million people, which has doubled from last year. The growth rate is astonishing. Therefore, the ability of advertising monetization is getting stronger and stronger.

ROKU mentioned in the Q1 quarterly report that if content providers promote their subscriptions in TRC, the effect will be twice as good as just on the ROKU platform. This fully shows the extremely strong marketing capabilities of TRC. The exclusive content of ROKU license Cipher has also become the most popular show in TRC, and then ROKU original packaged after the acquisition of Quibi will be launched, which will further increase the user viscosity of TRC.

Roku's CEO said that the TRC flywheel has been turned, and the market seems to have not had time to digest this benefit. SVOD on the market is already a melee, and the competition is fierce. Netflix, Disney, Peacock, Discovery, and other companies have to advertise their own DTC App on the ROKU platform, which will allow ROKU to enjoy the benefits of the fisherman. ROKU will further invest the money earned in TRC.

American families generally subscribe to 2-3 SVOD and then watch AVOD, otherwise, the cost will be too high. In the AVOD field, there is currently no king. We know that Netflix can launch new products according to user preferences due to its grasp of the user viewing data so that it has reached today's market position. ROKU also masters the first-hand information that users watch, and can also purchase or make some media content suitable for AVOD to attract and retain more users based on the license of these data. Therefore, TRC may become the king of AVOD. If this happens, the stock price will have much room for imagination.

2. Oneview advertising platform.

The reason why ROKU Q1 advertising monetization is so strong is that the Oneview advertising platform is indispensable. This is a complete DSP platform. Whether big or small, advertisers, whether they are brand advertisements or DR advertisements, can be placed on this platform. Advertisers use this platform to place streaming TV commercials and place Linear TV, computer, and mobile phone advertisements. This platform can also help advertisers control the frequency and reach and can provide accurate ROI data, so it is a powerful tool for ROKU advertising.

You may know another DSP, The Trade Desk. I bought this company’s stock, but it was a pity that I sold it too early. The current market value of TTD has reached 30 billion US dollars. I think the DSP of Oneview should also be of great value.

3. ROKU's TAM.

I used to think that ROKU’s TAM was only limited to TV advertising budgets, but as the capabilities of ROKU’s advertising platform continue to improve, it may attract some advertising budgets that were originally placed on computers or mobile phones. Given that Americans spend more time on TV than on mobile phones, this is quite imaginative.

Comments

How to judge the market entry signal?

buy sell Most people lose money when investing in stocks. One of the biggest reasons is that they buy stocks at the wrong time. Why did they buy the stock at the wrong time? Facts have proved that many people do not know that stocks only rise 1/4 times, and that is the easiest time to make money. And in another 3/4 of the time, making money is difficult, and losing money is easier. Today, I will share how to choose the right time to buy stocks. I hope you can see the final result because, in the end, I will share with you how to use simple technical indicators to help us find the exact input time. First of all, everyone must know a concept, whether it is a stock market or a stock, there are four stages. Let us take the stock market as an example. The first stage is called the "next stage". At this time, the market has just experienced a sharp decline, and most investors in the market are not interested in the stock market, because their memories are still stuck in t...

What is a spac stock in the Investment market?

Let me talk about SPAC first. SPAC (Special Purpose Acquisition Company) means "Special Purpose Acquisition Company", also known as "Blank Check" or "Shell Company". As the name suggests, this company has no actual business, and its essence is a financial innovation tool that provides companies with listing services. More simply, SPAC is a shell resource company established by professional institutions such as investment banks and fund companies as promoters. The sole purpose of this company's listing is to find the target company, through reverse mergers and acquisitions, to achieve the target company's listing and financing. Most people pay attention to SPAC from 2020, but in fact, SPAC is nothing new. The SPAC structure was first born in the 1990s and was pioneered by David Nabers, who worked for the Wall Street investment bank GKN. However, in the past few decades, compared with traditional IPOs, the number of SPACs is very limited, and ...

How to judge the diffusive horn pattern ?

As an investment trader, you must understand the use of chart technology analysis to determine the position of market transactions. Now let's talk about a common pattern in chart technical analysis, which is the diffuse speaker pattern. Diffusion horn patterns are different from trend patterns and horizontal patterns. Diffusion horn patterns are more difficult to judge than trend patterns and horizontal patterns, and often cause losses to investment traders. So, how do investment traders judge the spreading horn pattern and make favorable investment transactions? S&P500 Index The price trend of the diffusive horn pattern. When the price rises over some time, then the price falls, and falls below the recent low, then rises, and rises through the last high. It keeps expanding in two directions. If we connect the high point and the low point with straight lines, respectively, we can show a horn shape, so it is called a diffuse horn shape. Because of this, some i...

ASML stock forecast 2025: is it time to buy now?

Hello everyone, recently, because the market has a lot of fears about rising interest rates and shrinking the balance sheet, the Nasdaq as a whole has fallen a lot, and each support has basically been broken one after another. The general price has also broken, so there is no good signal to increase positions in the short term. It may be safer to hold cash first and wait until the decline begins to slow down a little or see a really cost-effective price before considering adding positions. However, the long-term bull market in the future will not end because of this year's interest rate hike, and cash will only become more and more worthless in the long run. In the short-term continuous decline of the stock market, we must put our minds in a positive state. At the same time, we must properly organize our thoughts and positions, prepare bullets, and use this time to do our homework for the stocks we are interested in. In this way, when a good price appears in the future, you will be...

FinanceLinkway

Search This Blog