-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下： ROKU公佈了2026年第一季每股收益為0.57美元，高於市場普遍預期的0.35美元。總營收為12.5億美元，年增22%，主要得益於平台業務的強勁成長，年增28%至11.3億美元（佔總營收的91%）。我們認為，ROKU專注於提升Roku用戶體驗和內容發現的策略使其佔據了有利地位，Roku頻道已成為該平台上用戶參與度第二高的應用，ROKU在美國、加拿大和墨西哥均保持了其串流平台第一的地位，這些都證明了這一點。管理層上調了2026年業績預期，預計總營收將達到55.35億美元，平台營收年增約21%至50億美元，平台毛利率將達到51%-52%區間的高階。我們相信，在強勁的廣告收入（年增27%至6.127億美元）和卓越的訂閱收入（年增30%至5.185億美元）的支撐下，Roku已做好持續成長的充分準備。公司資產負債表穩健，擁有16億美元現金，零負債，並重申了2028年實現10億美元自由現金流的長期目標。
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