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2021-03-03
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Is It Too Late to Get In on This Millionaire-Maker Stock?<blockquote>现在买入这只百万富翁创造者股票还来得及吗？</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":365532385,"tweetId":"365532385","gmtCreate":1614758308847,"gmtModify":1703480707181,"author":{"id":3554966404999750,"idStr":"3554966404999750","authorId":3554966404999750,"authorIdStr":"3554966404999750","name":"WSBApes","avatar":"https://static.tigerbbs.com/524d2f8eb87bb134321ff44e82807a56","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":8,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Like and comment</p></body></html>","htmlText":"<html><head></head><body><p>Like and comment</p></body></html>","text":"Like and comment","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/365532385","repostId":1133203763,"repostType":4,"repost":{"id":"1133203763","kind":"news","pubTimestamp":1614756684,"share":"https://www.laohunote.com/m/news/1133203763?lang=zh_CN&edition=full","pubTime":"2021-03-03 15:31","market":"us","language":"en","title":"Is It Too Late to Get In on This Millionaire-Maker Stock?<blockquote>现在买入这只百万富翁创造者股票还来得及吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133203763","media":"Motley Fool","summary":"This company is becoming the preferred platform for enabling a massive global trend.\nStreaming-TV pl","content":"<p>This company is becoming the preferred platform for enabling a massive global trend.</p><p><blockquote>这家公司正在成为推动全球大趋势的首选平台。</blockquote></p><p> Streaming-TV platform <b><a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a> </b> is a perfect example of a millionaire-maker stock. The company's 2017 initial public offering (IPO) priced at just $14 per share. It's trading at $415 per share as of this writing, up over 27 times in value in less than four years. A mere $36,000 investment at the IPO price would be worth about $1 million now. If only you had a DeLorean equipped with a flux capacitor, right?</p><p><blockquote>流媒体电视平台<b><a href=\"https://laohu8.com/S/ROKU\">Roku公司</a></b>是百万富翁股票的完美例子。该公司2017年首次公开募股（IPO）定价仅为每股14美元。截至撰写本文时，该公司的交易价格为每股 415 美元，在不到四年的时间里价值上涨了 27 倍以上。以IPO价格计算，仅仅36,000美元的投资现在就价值约100万美元。要是你有一辆配备磁通电容器的德罗宁就好了，对吧？</blockquote></p><p> We can't go back in time to snag Roku stock on the cheap. But don't think that you've completely missed the boat with this millionaire-maker stock. It's not too late to buy Roku.</p><p><blockquote>我们不能回到过去以便宜的价格买到Roku股票。但不要认为你已经完全错过了这只百万富翁制造商股票的机会。现在买Roku还不算太晚。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a99b336a2a3de1e5c2ebddafea7c4e0b\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <b>This major shift is ongoing</b></p><p><blockquote><b>这一重大转变正在进行中</b></blockquote></p><p> In 2020, Roku signed up more new users than ever. In all, it gained 14.3 million new active accounts during the year, taking its total active accounts over 51 million. The reason for thisimpressive growthis simple: People are tired of TV options like cable and satellite and areswitching to streaming. Roku is a platform enabling the shift.</p><p><blockquote>2020年，Roku注册的新用户比以往任何时候都多。年内，该公司总共新增了 1,430 万个活跃账户，使其活跃账户总数超过 5,100 万个。这种令人印象深刻的增长的原因很简单：人们厌倦了有线电视和卫星电视等电视选择，正在转向流媒体。Roku是实现这一转变的平台。</blockquote></p><p> This shift isn't over by a long shot. According to a January report from market researcher Parks Associates, 43% of people still paying for traditional TV plan to switch to streaming in the coming year. Expect Roku to be a primary beneficiary of this massive pay-TV exodus. Its hardware devices are popular, and it currently estimates that its software runs 38% of smart TVs sold in the U.S., making it the market-share leader.</p><p><blockquote>这种转变不会很快结束。根据市场研究公司Parks Associates 1月份的一份报告，43%仍在为传统电视付费的人计划在来年转向流媒体。预计Roku将成为这场大规模付费电视外流的主要受益者。其硬件设备很受欢迎，目前估计其软件运行在美国销售的智能电视中的38%，使其成为市场份额的领导者。</blockquote></p><p> In short, Roku's 39% year-over-year growth in active accounts was impressive. But things are shaping up nicely in the coming year and beyond as well.</p><p><blockquote>简而言之，Roku 活跃账户 39% 的同比增长令人印象深刻。但在未来的一年及以后，情况也会很好。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/26809870c0d40a97dac2b10ec543d434\" tg-width=\"700\" tg-height=\"420\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> STREAMING TV ALLOWS FOR ADS TO BE MORE PRECISELY TARGETED TOWARD VIEWERS. IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>流媒体电视允许广告更精确地针对观众。图片来源：盖蒂图片社。</blockquote></p><p> <b>Ad revenue is still gaining traction</b></p><p><blockquote><b>广告收入仍在增长</b></blockquote></p><p> Roku's revenue is divided into two segments: player and platform. Player revenue is generated by low-margin hardware sales and is growing modestly. But high-margin platform revenue was up 71% year over year in 2020, and 81% year over year in the fourth quarter alone.</p><p><blockquote>Roku的收入分为两个部分：玩家和平台。播放器收入由低利润硬件销售产生，并且增长适度。但2020年高利润平台收入同比增长71%，仅第四季度就同比增长81%。</blockquote></p><p> Platform-segment revenue includes several items, one of which is advertising, which may be Roku's fastest-growing revenue driver. Video-ad impressions more than doubled in the fourth quarter, and advertisers are spending more on average than in times past. The reason is simple: Roku has an engaged, growing audience. And streaming allows for more-targeted ads, leading to better results for advertisers.</p><p><blockquote>平台部门的收入包括几个项目，其中之一是广告，这可能是 Roku 增长最快的收入驱动力。视频广告展示次数在第四季度增加了一倍多，广告商的平均支出也比以往任何时候都多。原因很简单：Roku拥有一群积极参与、不断增长的观众。流媒体允许更有针对性的广告，为广告商带来更好的结果。</blockquote></p><p> It's a trend that should only continue. In Roku's fourth-quarter letter to shareholders, management said that ad companies are increasing their commitments for 2021. This comes after the top six collectively doubled their spending in 2020. It strongly suggests they believe their investments with Roku are paying off, boding very well for future spending.</p><p><blockquote>这是一个应该继续下去的趋势。在 Roku 第四季度致股东的信中，管理层表示，广告公司正在增加 2021 年的承诺。此前，前六名在 2020 年的支出总体翻了一番。这强烈表明他们相信他们在Roku的投资正在得到回报，这对未来的支出来说是一个非常好的兆头。</blockquote></p><p> And let's not forget about The Roku Channel. In the fourth quarter, viewership for The Roku Channel more than doubled from the previous year, outpacing overall user growth. This channel can be viewed on Roku's platform but also on web browsers and even on competitor<b>Amazon</b>'s streaming-TV service.</p><p><blockquote>我们不要忘记Roku频道。第四季度，Roku频道的收视率比上一年增加了一倍多，超过了整体用户增长。这个频道可以在Roku的平台上观看，也可以在网络浏览器甚至竞争对手上观看<b>亚马逊</b>的流媒体电视服务。</blockquote></p><p> All of this content is ad-supported, and now Roku is ready totake it to the next level. It purchased original content from Quibi to make available on its channel. This and future exclusive content might drive growth for The Roku Channel, boosting ad revenue even more.</p><p><blockquote>所有这些内容都有广告支持，现在Roku准备将其提升到一个新的水平。它从Quibi购买原创内容，在其频道上提供。这一和未来的独家内容可能会推动Roku频道的增长，进一步提高广告收入。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/32b42b8c5075837d2ef2715570b218f8\" tg-width=\"700\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <b>Don't forget the rest of the world</b></p><p><blockquote><b>别忘了世界其他地方</b></blockquote></p><p> Roku is becoming ubiquitous domestically, but around the world, the company is just scratching the surface. In countries like Brazil and Mexico, it's making deals with local TV brands to be the operating system for various smart TVs. Long term, it will look to grow engagement just as it has in the U.S., which could be a huge tailwind in a few years.</p><p><blockquote>Roku在国内变得无处不在，但在世界各地，该公司只是触及了表面。在巴西和墨西哥等国家，它正在与当地电视品牌达成协议，成为各种智能电视的操作系统。从长远来看，它将寻求像在美国一样增加参与度，这可能在几年内成为一个巨大的推动力。</blockquote></p><p> <b>It's not too late</b></p><p><blockquote><b>现在还不算太晚</b></blockquote></p><p> As we've seen, Roku still has plenty of room for growth as people continue to switch to streaming, advertisers redirect budgets to platforms like Roku, and Roku expands worldwide. I doubt the stock will be a 27-bagger over the next four years, as it was the past four, but I still think it can beat the market.</p><p><blockquote>正如我们所看到的，随着人们继续转向流媒体、广告商将预算重定向到Roku等平台以及Roku在全球范围内扩张，Roku仍有很大的增长空间。我怀疑该股在未来四年内是否会像过去四年一样上涨 27 袋，但我仍然认为它可以跑赢市场。</blockquote></p><p></p><p> If there's one thing to be concerned about in the near term, it's user engagement. Steaming hours increased 55% year over year while Roku users spent more time stuck at home because of the pandemic. That should decelerate in 2021, and I wouldn't be surprised if Wall Street responds negatively when it happens. But I believe growth in the other areas we've seen more than justifies buying Roku stock anyway.</p><p><blockquote>如果说近期有一件事需要担心，那就是用户参与度。蒸汽时间同比增加55%，而Roku用户因疫情而花更多时间呆在家里。这种情况应该会在 2021 年放缓，如果华尔街在这种情况发生时做出负面反应，我不会感到惊讶。但我相信，无论如何，我们看到的其他领域的增长都足以证明购买Roku股票是合理的。</blockquote></p><p> <b>Should you invest $1,000 in Roku right now?</b></p><p><blockquote><b>你现在应该在Roku投资1000美元吗？</b></blockquote></p><p> Before you consider Roku, you'll want to hear this.</p><p><blockquote>在你考虑Roku之前，你会想听听这个。</blockquote></p><p> Investing legends and Motley Fool Co-founders David and Tom Gardner just revealed what they believe are the<b>10 best stocks</b>for investors to buy right now... and Roku wasn't one of them.</p><p><blockquote>投资传奇人物和 Motley Fool 联合创始人 David 和 Tom Gardner 刚刚透露了他们认为<b>10只最佳股票</b>投资者现在就买……Roku不是其中之一。</blockquote></p><p> The online investing service they've run for nearly two decades,<i>Motley Fool Stock Advisor</i>, has beaten the stock market by over 4X.* And right now, they think there are 10 stocks that are better buys.</p><p><blockquote>他们经营了近二十年的在线投资服务，<i>Motley Fool 股票顾问</i>已超过股市 4 倍以上。* 目前，他们认为有 10 只股票更值得购买。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Get In on This Millionaire-Maker Stock?<blockquote>现在买入这只百万富翁创造者股票还来得及吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Get In on This Millionaire-Maker Stock?<blockquote>现在买入这只百万富翁创造者股票还来得及吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-03-03 15:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>This company is becoming the preferred platform for enabling a massive global trend.</p><p><blockquote>这家公司正在成为推动全球大趋势的首选平台。</blockquote></p><p> Streaming-TV platform <b><a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a> </b> is a perfect example of a millionaire-maker stock. The company's 2017 initial public offering (IPO) priced at just $14 per share. It's trading at $415 per share as of this writing, up over 27 times in value in less than four years. A mere $36,000 investment at the IPO price would be worth about $1 million now. If only you had a DeLorean equipped with a flux capacitor, right?</p><p><blockquote>流媒体电视平台<b><a href=\"https://laohu8.com/S/ROKU\">Roku公司</a></b>是百万富翁股票的完美例子。该公司2017年首次公开募股（IPO）定价仅为每股14美元。截至撰写本文时，该公司的交易价格为每股 415 美元，在不到四年的时间里价值上涨了 27 倍以上。以IPO价格计算，仅仅36,000美元的投资现在就价值约100万美元。要是你有一辆配备磁通电容器的德罗宁就好了，对吧？</blockquote></p><p> We can't go back in time to snag Roku stock on the cheap. But don't think that you've completely missed the boat with this millionaire-maker stock. It's not too late to buy Roku.</p><p><blockquote>我们不能回到过去以便宜的价格买到Roku股票。但不要认为你已经完全错过了这只百万富翁制造商股票的机会。现在买Roku还不算太晚。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a99b336a2a3de1e5c2ebddafea7c4e0b\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <b>This major shift is ongoing</b></p><p><blockquote><b>这一重大转变正在进行中</b></blockquote></p><p> In 2020, Roku signed up more new users than ever. In all, it gained 14.3 million new active accounts during the year, taking its total active accounts over 51 million. The reason for thisimpressive growthis simple: People are tired of TV options like cable and satellite and areswitching to streaming. Roku is a platform enabling the shift.</p><p><blockquote>2020年，Roku注册的新用户比以往任何时候都多。年内，该公司总共新增了 1,430 万个活跃账户，使其活跃账户总数超过 5,100 万个。这种令人印象深刻的增长的原因很简单：人们厌倦了有线电视和卫星电视等电视选择，正在转向流媒体。Roku是实现这一转变的平台。</blockquote></p><p> This shift isn't over by a long shot. According to a January report from market researcher Parks Associates, 43% of people still paying for traditional TV plan to switch to streaming in the coming year. Expect Roku to be a primary beneficiary of this massive pay-TV exodus. Its hardware devices are popular, and it currently estimates that its software runs 38% of smart TVs sold in the U.S., making it the market-share leader.</p><p><blockquote>这种转变不会很快结束。根据市场研究公司Parks Associates 1月份的一份报告，43%仍在为传统电视付费的人计划在来年转向流媒体。预计Roku将成为这场大规模付费电视外流的主要受益者。其硬件设备很受欢迎，目前估计其软件运行在美国销售的智能电视中的38%，使其成为市场份额的领导者。</blockquote></p><p> In short, Roku's 39% year-over-year growth in active accounts was impressive. But things are shaping up nicely in the coming year and beyond as well.</p><p><blockquote>简而言之，Roku 活跃账户 39% 的同比增长令人印象深刻。但在未来的一年及以后，情况也会很好。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/26809870c0d40a97dac2b10ec543d434\" tg-width=\"700\" tg-height=\"420\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> STREAMING TV ALLOWS FOR ADS TO BE MORE PRECISELY TARGETED TOWARD VIEWERS. IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>流媒体电视允许广告更精确地针对观众。图片来源：盖蒂图片社。</blockquote></p><p> <b>Ad revenue is still gaining traction</b></p><p><blockquote><b>广告收入仍在增长</b></blockquote></p><p> Roku's revenue is divided into two segments: player and platform. Player revenue is generated by low-margin hardware sales and is growing modestly. But high-margin platform revenue was up 71% year over year in 2020, and 81% year over year in the fourth quarter alone.</p><p><blockquote>Roku的收入分为两个部分：玩家和平台。播放器收入由低利润硬件销售产生，并且增长适度。但2020年高利润平台收入同比增长71%，仅第四季度就同比增长81%。</blockquote></p><p> Platform-segment revenue includes several items, one of which is advertising, which may be Roku's fastest-growing revenue driver. Video-ad impressions more than doubled in the fourth quarter, and advertisers are spending more on average than in times past. The reason is simple: Roku has an engaged, growing audience. And streaming allows for more-targeted ads, leading to better results for advertisers.</p><p><blockquote>平台部门的收入包括几个项目，其中之一是广告，这可能是 Roku 增长最快的收入驱动力。视频广告展示次数在第四季度增加了一倍多，广告商的平均支出也比以往任何时候都多。原因很简单：Roku拥有一群积极参与、不断增长的观众。流媒体允许更有针对性的广告，为广告商带来更好的结果。</blockquote></p><p> It's a trend that should only continue. In Roku's fourth-quarter letter to shareholders, management said that ad companies are increasing their commitments for 2021. This comes after the top six collectively doubled their spending in 2020. It strongly suggests they believe their investments with Roku are paying off, boding very well for future spending.</p><p><blockquote>这是一个应该继续下去的趋势。在 Roku 第四季度致股东的信中，管理层表示，广告公司正在增加 2021 年的承诺。此前，前六名在 2020 年的支出总体翻了一番。这强烈表明他们相信他们在Roku的投资正在得到回报，这对未来的支出来说是一个非常好的兆头。</blockquote></p><p> And let's not forget about The Roku Channel. In the fourth quarter, viewership for The Roku Channel more than doubled from the previous year, outpacing overall user growth. This channel can be viewed on Roku's platform but also on web browsers and even on competitor<b>Amazon</b>'s streaming-TV service.</p><p><blockquote>我们不要忘记Roku频道。第四季度，Roku频道的收视率比上一年增加了一倍多，超过了整体用户增长。这个频道可以在Roku的平台上观看，也可以在网络浏览器甚至竞争对手上观看<b>亚马逊</b>的流媒体电视服务。</blockquote></p><p> All of this content is ad-supported, and now Roku is ready totake it to the next level. It purchased original content from Quibi to make available on its channel. This and future exclusive content might drive growth for The Roku Channel, boosting ad revenue even more.</p><p><blockquote>所有这些内容都有广告支持，现在Roku准备将其提升到一个新的水平。它从Quibi购买原创内容，在其频道上提供。这一和未来的独家内容可能会推动Roku频道的增长，进一步提高广告收入。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/32b42b8c5075837d2ef2715570b218f8\" tg-width=\"700\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <b>Don't forget the rest of the world</b></p><p><blockquote><b>别忘了世界其他地方</b></blockquote></p><p> Roku is becoming ubiquitous domestically, but around the world, the company is just scratching the surface. In countries like Brazil and Mexico, it's making deals with local TV brands to be the operating system for various smart TVs. Long term, it will look to grow engagement just as it has in the U.S., which could be a huge tailwind in a few years.</p><p><blockquote>Roku在国内变得无处不在，但在世界各地，该公司只是触及了表面。在巴西和墨西哥等国家，它正在与当地电视品牌达成协议，成为各种智能电视的操作系统。从长远来看，它将寻求像在美国一样增加参与度，这可能在几年内成为一个巨大的推动力。</blockquote></p><p> <b>It's not too late</b></p><p><blockquote><b>现在还不算太晚</b></blockquote></p><p> As we've seen, Roku still has plenty of room for growth as people continue to switch to streaming, advertisers redirect budgets to platforms like Roku, and Roku expands worldwide. I doubt the stock will be a 27-bagger over the next four years, as it was the past four, but I still think it can beat the market.</p><p><blockquote>正如我们所看到的，随着人们继续转向流媒体、广告商将预算重定向到Roku等平台以及Roku在全球范围内扩张，Roku仍有很大的增长空间。我怀疑该股在未来四年内是否会像过去四年一样上涨 27 袋，但我仍然认为它可以跑赢市场。</blockquote></p><p></p><p> If there's one thing to be concerned about in the near term, it's user engagement. Steaming hours increased 55% year over year while Roku users spent more time stuck at home because of the pandemic. That should decelerate in 2021, and I wouldn't be surprised if Wall Street responds negatively when it happens. But I believe growth in the other areas we've seen more than justifies buying Roku stock anyway.</p><p><blockquote>如果说近期有一件事需要担心，那就是用户参与度。蒸汽时间同比增加55%，而Roku用户因疫情而花更多时间呆在家里。这种情况应该会在 2021 年放缓，如果华尔街在这种情况发生时做出负面反应，我不会感到惊讶。但我相信，无论如何，我们看到的其他领域的增长都足以证明购买Roku股票是合理的。</blockquote></p><p> <b>Should you invest $1,000 in Roku right now?</b></p><p><blockquote><b>你现在应该在Roku投资1000美元吗？</b></blockquote></p><p> Before you consider Roku, you'll want to hear this.</p><p><blockquote>在你考虑Roku之前，你会想听听这个。</blockquote></p><p> Investing legends and Motley Fool Co-founders David and Tom Gardner just revealed what they believe are the<b>10 best stocks</b>for investors to buy right now... and Roku wasn't one of them.</p><p><blockquote>投资传奇人物和 Motley Fool 联合创始人 David 和 Tom Gardner 刚刚透露了他们认为<b>10只最佳股票</b>投资者现在就买……Roku不是其中之一。</blockquote></p><p> The online investing service they've run for nearly two decades,<i>Motley Fool Stock Advisor</i>, has beaten the stock market by over 4X.* And right now, they think there are 10 stocks that are better buys.</p><p><blockquote>他们经营了近二十年的在线投资服务，<i>Motley Fool 股票顾问</i>已超过股市 4 倍以上。* 目前，他们认为有 10 只股票更值得购买。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/03/02/is-it-too-late-to-get-in-on-this-millionaire-maker/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"https://www.fool.com/investing/2021/03/02/is-it-too-late-to-get-in-on-this-millionaire-maker/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133203763","content_text":"This company is becoming the preferred platform for enabling a massive global trend.\nStreaming-TV platform Roku Inc is a perfect example of a millionaire-maker stock. The company's 2017 initial public offering (IPO) priced at just $14 per share. It's trading at $415 per share as of this writing, up over 27 times in value in less than four years. A mere $36,000 investment at the IPO price would be worth about $1 million now. If only you had a DeLorean equipped with a flux capacitor, right?\nWe can't go back in time to snag Roku stock on the cheap. But don't think that you've completely missed the boat with this millionaire-maker stock. It's not too late to buy Roku.\n\nIMAGE SOURCE: GETTY IMAGES.\nThis major shift is ongoing\nIn 2020, Roku signed up more new users than ever. In all, it gained 14.3 million new active accounts during the year, taking its total active accounts over 51 million. The reason for thisimpressive growthis simple: People are tired of TV options like cable and satellite and areswitching to streaming. Roku is a platform enabling the shift.\nThis shift isn't over by a long shot. According to a January report from market researcher Parks Associates, 43% of people still paying for traditional TV plan to switch to streaming in the coming year. Expect Roku to be a primary beneficiary of this massive pay-TV exodus. Its hardware devices are popular, and it currently estimates that its software runs 38% of smart TVs sold in the U.S., making it the market-share leader.\nIn short, Roku's 39% year-over-year growth in active accounts was impressive. But things are shaping up nicely in the coming year and beyond as well.\n\nSTREAMING TV ALLOWS FOR ADS TO BE MORE PRECISELY TARGETED TOWARD VIEWERS. IMAGE SOURCE: GETTY IMAGES.\nAd revenue is still gaining traction\nRoku's revenue is divided into two segments: player and platform. Player revenue is generated by low-margin hardware sales and is growing modestly. But high-margin platform revenue was up 71% year over year in 2020, and 81% year over year in the fourth quarter alone.\nPlatform-segment revenue includes several items, one of which is advertising, which may be Roku's fastest-growing revenue driver. Video-ad impressions more than doubled in the fourth quarter, and advertisers are spending more on average than in times past. The reason is simple: Roku has an engaged, growing audience. And streaming allows for more-targeted ads, leading to better results for advertisers.\nIt's a trend that should only continue. In Roku's fourth-quarter letter to shareholders, management said that ad companies are increasing their commitments for 2021. This comes after the top six collectively doubled their spending in 2020. It strongly suggests they believe their investments with Roku are paying off, boding very well for future spending.\nAnd let's not forget about The Roku Channel. In the fourth quarter, viewership for The Roku Channel more than doubled from the previous year, outpacing overall user growth. This channel can be viewed on Roku's platform but also on web browsers and even on competitorAmazon's streaming-TV service.\nAll of this content is ad-supported, and now Roku is ready totake it to the next level. It purchased original content from Quibi to make available on its channel. This and future exclusive content might drive growth for The Roku Channel, boosting ad revenue even more.\n\nIMAGE SOURCE: GETTY IMAGES.\nDon't forget the rest of the world\nRoku is becoming ubiquitous domestically, but around the world, the company is just scratching the surface. In countries like Brazil and Mexico, it's making deals with local TV brands to be the operating system for various smart TVs. Long term, it will look to grow engagement just as it has in the U.S., which could be a huge tailwind in a few years.\nIt's not too late\nAs we've seen, Roku still has plenty of room for growth as people continue to switch to streaming, advertisers redirect budgets to platforms like Roku, and Roku expands worldwide. I doubt the stock will be a 27-bagger over the next four years, as it was the past four, but I still think it can beat the market.\nIf there's one thing to be concerned about in the near term, it's user engagement. Steaming hours increased 55% year over year while Roku users spent more time stuck at home because of the pandemic. That should decelerate in 2021, and I wouldn't be surprised if Wall Street responds negatively when it happens. But I believe growth in the other areas we've seen more than justifies buying Roku stock anyway.\nShould you invest $1,000 in Roku right now?\nBefore you consider Roku, you'll want to hear this.\nInvesting legends and Motley Fool Co-founders David and Tom Gardner just revealed what they believe are the10 best stocksfor investors to buy right now... and Roku wasn't one of them.\nThe online investing service they've run for nearly two decades,Motley Fool Stock Advisor, has beaten the stock market by over 4X.* And right now, they think there are 10 stocks that are better buys.","news_type":1,"symbols_score_info":{"ROKU":0.9}},"isVote":1,"tweetType":1,"viewCount":896,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":14,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/365532385"}
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