-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。ROKUは2026年第1四半期のEPS（1株当たり利益）を0.57ドルと発表し、市場予想の0.35ドルを上回りました。総売上高は前年同期比22%増の12億5000万ドルで、これはプラットフォーム部門の力強い成長（前年同期比28%増の11億3000万ドル、総売上高の91%）によるものです。ROKUは、Rokuエクスペリエンスとコンテンツ発見機能の強化に戦略的に注力しており、その戦略は同社を有利な立場に置いていると考えられます。これは、Roku Channelがプラットフォーム上で2番目にエンゲージメントの高いアプリとなり、ROKUが米国、カナダ、メキシコでストリーミングプラットフォームの首位を維持していることからも明らかです。経営陣は2026年の業績見通しを引き上げ、総売上高は55億3500万ドル、プラットフォーム売上高は前年同期比約21%増の50億ドル、プラットフォームの粗利益率は51%～52%のレンジの上限に達すると予測しています。 ROKUは、前年比27%増の6億1270万ドルという力強い広告収入と、同30%増の5億1850万ドルという驚異的な成長を遂げたサブスクリプション収入に支えられ、持続的な成長に向けて有利な立場にあると確信しています。同社は16億ドルの現金と無借金という健全な財務体質を維持しており、2028年までに10億ドルのフリーキャッシュフローを達成するという長期目標を改めて表明しました。
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