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.

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