8818cdf
2021-02-17
Looking forward to the earnings report!
Also can’t wait for Roku to expand to Asia~ come quick
ROKU Gears Up to Report Q4 Earnings: What's in the Cards?<blockquote>ROKU准备报告第四季度收益：前景如何？</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":385873733,"tweetId":"385873733","gmtCreate":1613536345722,"gmtModify":1634553248591,"author":{"id":3561728795184169,"idStr":"3561728795184169","authorId":3561728795184169,"authorIdStr":"3561728795184169","name":"8818cdf","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Looking forward to the earnings report!</p><p>Also can’t wait for Roku to expand to Asia~ come quick</p></body></html>","htmlText":"<html><head></head><body><p>Looking forward to the earnings report!</p><p>Also can’t wait for Roku to expand to Asia~ come quick</p></body></html>","text":"Looking forward to the earnings report! Also can’t wait for Roku to expand to Asia~ come quick","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/385873733","repostId":1114494462,"repostType":4,"repost":{"id":"1114494462","kind":"news","pubTimestamp":1613460376,"share":"https://www.laohu8.com/m/news/1114494462?lang=zh_CN&edition=full","pubTime":"2021-02-16 15:26","market":"us","language":"en","title":"ROKU Gears Up to Report Q4 Earnings: What's in the Cards?<blockquote>ROKU准备报告第四季度收益：前景如何？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114494462","media":"Zacks","summary":"Roku is set to report fourth-quarter 2020 results on Feb 18.\nThe company expects fourth-quarter year","content":"<p><b>Roku</b> is set to report fourth-quarter 2020 results on Feb 18.</p><p><blockquote><b>Roku</b>定于2月18日公布2020年第四季度业绩。</blockquote></p><p> The company expects fourth-quarter year-over-year revenue growth in the mid-40% range while platform revenues are expected to account for roughly two-thirds of total revenues.</p><p><blockquote>该公司预计第四季度收入同比增长40%左右，而平台收入预计将占总收入的三分之二左右。</blockquote></p><p> The Zacks Consensus Estimate for fourth-quarter revenues is pegged at $615.8 million, indicating 49.7% growth from the year-ago quarter reported figure.</p><p><blockquote>Zacks对第四季度收入的一致估计为6.158亿美元，比去年同期报告的数字增长49.7%。</blockquote></p><p> Moreover, the consensus mark for loss has remained steady at 8 cents per share in the past 30 days. The estimated figure is narrower than loss of 13 cents reported in the year-ago quarter.</p><p><blockquote>此外，过去30天内，普遍的亏损水平一直稳定在每股8美分。这一估计数字比去年同期报告的13美分的亏损有所收窄。</blockquote></p><p> The company’s earnings beat the Zacks Consensus Estimate in the trailing four quarters, the average surprise being 42.7%.</p><p><blockquote>该公司在过去四个季度的收益超过了Zacks的普遍预期，平均意外率为42.7%。</blockquote></p><p> Let’s see how things have shaped up prior to this announcement.</p><p><blockquote>让我们看看在此公告之前事情是如何发展的。</blockquote></p><p> <b>Roku, Inc. Price and EPS Surprise</b></p><p><blockquote><b>Roku公司。价格和每股收益惊喜</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/263fff26a2be7ad2e3092f533c1671da\" tg-width=\"540\" tg-height=\"264\"><span>Roku, Inc. price-eps-surprise|Roku, Inc. Quote</span></p><p><blockquote><p class=\"t-img-caption\"><span>Roku公司价格-每股收益-惊喜|Roku公司报价</span></p></blockquote></p><p> <b>Factors to Consider</b></p><p><blockquote><b>需要考虑的因素</b></blockquote></p><p> Investor focus will be on active accounts growth, which is an important metric for Roku. The popularity of its free, ad-supported platform, The Roku Channel is expected to have aided active accounts growth in the fourth quarter of 2020. The ability to access free and premium content on the same platform has been a huge attraction for subscribers.</p><p><blockquote>投资者的焦点将是活跃账户的增长，这是Roku的一个重要指标。其免费、广告支持的平台Roku渠道的受欢迎程度预计将有助于2020年第四季度活跃账户的增长。在同一平台上访问免费和优质内容的能力对订户来说具有巨大的吸引力。</blockquote></p><p> In the third quarter, the company reached a mutually beneficial agreement with <b>Comcast</b> -owned NBCUniversal to distribute the latter’s Peacock streaming services that include collaboration around marketing, advertising, and content for The Roku Channel.</p><p><blockquote>第三季度，公司与<b>康卡斯特</b>-拥有NBCUniversal，分发后者的Peacock流媒体服务，其中包括围绕Roku频道的营销、广告和内容的合作。</blockquote></p><p> Building on that partnership, Roku launched NBC News in The Roku Channel in time for the final presidential debate, expanding the overall reach and monetization of NBC News alongside its standalone NBC News app on the Roku platform.</p><p><blockquote>在这种合作伙伴关系的基础上，Roku在最后一场总统辩论之前及时在Roku频道推出了NBC新闻，扩大了NBC新闻的整体覆盖范围和货币化，以及Roku平台上的独立NBC新闻应用程序。</blockquote></p><p> Moreover, Roku announced that RTE Player, the on-demand service provided by Irish broadcaster RTE, is officially available on Roku streaming devices in Ireland.</p><p><blockquote>此外，Roku宣布，爱尔兰广播公司RTE提供的点播服务RTE Player正式在爱尔兰的Roku流媒体设备上推出。</blockquote></p><p> The company’s active accounts jumped 43% year over year to 46 million in third-quarter 2020. Moreover, ARPU increased 20% to $27 (on a trailing 12-month basis).</p><p><blockquote>2020年第三季度，该公司的活跃账户同比增长43%，达到4600万。此外，ARPU增长了20%，达到27美元（以过去12个月为基础）。</blockquote></p><p> Notably, the Zacks Consensus Estimate for fourth-quarter active accounts and ARPU is pegged at $50 million and $27.44, respectively, indicating an increase of 35.5% and 18.6% from the year-ago reported figures.</p><p><blockquote>值得注意的是，Zacks对第四季度活跃账户和ARPU的一致估计分别为5000万美元和27.44美元，比去年同期报告的数据增长35.5%和18.6%。</blockquote></p><p> The expected solid surge in active accounts and viewing may have been the result of growth in subscription signups, movie rentals and purchases as well as elevated revenues from increased device sales.</p><p><blockquote>活跃账户和观看次数的预期稳步增长可能是订阅注册、电影租赁和购买的增长以及设备销售增加带来的收入增加的结果。</blockquote></p><p> Additionally, streaming hours growth is expected to have boosted TV streaming advertising on Roku’s platform. The consensus mark for streaming hours stands at 16.9 billion, implying an increase of 44.4% from the year-ago quarter’s reported figure.</p><p><blockquote>此外，流媒体播放时间的增长预计将提振Roku平台上的电视流媒体广告。流媒体播放时间的共识为169亿小时，比去年同期报告的数字增长了44.4%。</blockquote></p><p> In the fourth quarter, Roku announced a slate of releases on The Roku Channel in the United Kingdom including films such as<i>The Devils Double, Muriel’s Wedding, Harry Price: Ghost Hunter</i>and family friendly Christmas picks like D<i>iana Show, Ryan’s World</i>and crime-drama<i>Little Miracles</i>, which are expected to have boosted streaming hours in the to-be reported quarter.</p><p><blockquote>第四季度，Roku宣布在英国Roku频道上映一系列电影，包括<i>《魔鬼替身》、《穆里尔的婚礼》、《哈利·普莱斯：捉鬼者》</i>以及D等适合家庭的圣诞精选<i>iana秀，瑞安的世界</i>和犯罪剧<i>小奇迹</i>预计将在即将报告的季度增加流媒体播放时间。</blockquote></p><p> The addition of Peloton app, Peloton Interactive’s virtual fitness platform for Roku streamers is also expected to have aided growth in streaming hours.</p><p><blockquote>Peloton Interactive为Roku流媒体提供的虚拟健身平台Peloton app的加入预计也将有助于流媒体时长的增长。</blockquote></p><p> Further, the launch of streaming services — Apple TV+ and Disney+ — on Roku’s platform is expected to have aided Platform revenues, which accounted for 70.7% of revenues in the third quarter.</p><p><blockquote>此外，在Roku平台上推出流媒体服务（苹果TV+和Disney+）预计将有助于平台收入，占第三季度收入的70.7%。</blockquote></p><p> The consensus mark for Platform revenues is pegged at $402 million, indicating growth of 54.6% from the figure reported in the year-ago quarter.</p><p><blockquote>平台收入的共识为4.02亿美元，比去年同期增长54.6%。</blockquote></p><p> <b>Improving Advertising Business to Aid Top-Line</b></p><p><blockquote><b>改善广告业务以提高营收</b></blockquote></p><p> Moreover, the growing popularity of The Roku Channel is expected to have attracted advertisers in the to-be-reported quarter. Also, the acquisition of Dataxu (a demand-side advertising platform) is expected to have strengthened the company’s OTT advertising roadmap.</p><p><blockquote>此外，Roku频道的日益受欢迎预计将在即将报告的季度吸引广告商。此外，收购Dataxu（需求方广告平台）预计将加强该公司的OTT广告路线图。</blockquote></p><p> Meanwhile, the advertising business is expected to have witnessed delayed starts in video ad campaign, primarily from categories including travel, quick-serve restaurants, theatrical and automotive among others that were severely hit by stay-at-home policies.</p><p><blockquote>与此同时，广告业务预计将见证视频广告活动的延迟启动，主要来自旅游、快餐店、戏剧和汽车等类别，这些类别受到居家政策的严重打击。</blockquote></p><p> Nonetheless, Roku is expected to have benefited from advertising spend reallocation toward TV streaming as marketers accelerate their shift out of traditional TV and into TV streaming.</p><p><blockquote>尽管如此，随着营销人员加速从传统电视转向电视流媒体，Roku预计将受益于广告支出向电视流媒体的重新分配。</blockquote></p><p> Additionally, product innovations in solutions like the Shopper Data Program with Kroger are expected to have driven monetized video ad impressions growth in the fourth quarter.</p><p><blockquote>此外，克罗格的购物者数据计划等解决方案中的产品创新预计将推动第四季度视频广告展示量的货币化增长。</blockquote></p><p></p><p> Moreover, increasing advertiser demand for new products offered by the company such as incremental reach guarantees and Roku’s OneView ad platform are expected to be key catalysts. The ad platform is designed to help advertisers use TV identity data to create ads across OTT, desktop and mobile from a single hub.</p><p><blockquote>此外，广告商对该公司提供的新产品（例如增量覆盖保证和Roku的OneView广告平台）的需求不断增加，预计将成为关键催化剂。该广告平台旨在帮助广告商使用电视身份数据从单个中心创建跨OTT、桌面和移动的广告。</blockquote></p><p> However, the bottom line is expected to have been weighed down by cost escalations, resulting from increased marketing expenses related to international expansion and content additions in the to-be-reported quarter.</p><p><blockquote>然而，由于即将报告的季度与国际扩张和内容添加相关的营销费用增加，预计利润将受到成本上升的拖累。</blockquote></p><p> <b>What Our Model Says</b></p><p><blockquote><b>我们的模型所说的</b></blockquote></p><p> According to the Zacks model, the combination of a positiveEarnings ESPand Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here.</p><p><blockquote>根据咤克斯模型，正收益ESP和咤克斯排名#1（强力买入）、2（买入）或3（持有）的组合增加了收益超过预期的几率。但这里的情况并非如此。</blockquote></p><p> Roku has an Earnings ESP of -64.1% and a Zacks Rank #2. You can uncover the best stocks to buy or sell before they’re reported with ourEarnings ESP Filter.</p><p><blockquote>Roku的收益ESP为-64.1%，咤克斯排名第二。您可以在使用我们的收益ESP过滤器报告之前发现最值得买入或卖出的股票。</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>ROKU Gears Up to Report Q4 Earnings: What's in the Cards?<blockquote>ROKU准备报告第四季度收益：前景如何？</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\">\nROKU Gears Up to Report Q4 Earnings: What's in the Cards?<blockquote>ROKU准备报告第四季度收益：前景如何？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Zacks</strong><span class=\"h-time small\">2021-02-16 15:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Roku</b> is set to report fourth-quarter 2020 results on Feb 18.</p><p><blockquote><b>Roku</b>定于2月18日公布2020年第四季度业绩。</blockquote></p><p> The company expects fourth-quarter year-over-year revenue growth in the mid-40% range while platform revenues are expected to account for roughly two-thirds of total revenues.</p><p><blockquote>该公司预计第四季度收入同比增长40%左右，而平台收入预计将占总收入的三分之二左右。</blockquote></p><p> The Zacks Consensus Estimate for fourth-quarter revenues is pegged at $615.8 million, indicating 49.7% growth from the year-ago quarter reported figure.</p><p><blockquote>Zacks对第四季度收入的一致估计为6.158亿美元，比去年同期报告的数字增长49.7%。</blockquote></p><p> Moreover, the consensus mark for loss has remained steady at 8 cents per share in the past 30 days. The estimated figure is narrower than loss of 13 cents reported in the year-ago quarter.</p><p><blockquote>此外，过去30天内，普遍的亏损水平一直稳定在每股8美分。这一估计数字比去年同期报告的13美分的亏损有所收窄。</blockquote></p><p> The company’s earnings beat the Zacks Consensus Estimate in the trailing four quarters, the average surprise being 42.7%.</p><p><blockquote>该公司在过去四个季度的收益超过了Zacks的普遍预期，平均意外率为42.7%。</blockquote></p><p> Let’s see how things have shaped up prior to this announcement.</p><p><blockquote>让我们看看在此公告之前事情是如何发展的。</blockquote></p><p> <b>Roku, Inc. Price and EPS Surprise</b></p><p><blockquote><b>Roku公司。价格和每股收益惊喜</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/263fff26a2be7ad2e3092f533c1671da\" tg-width=\"540\" tg-height=\"264\"><span>Roku, Inc. price-eps-surprise|Roku, Inc. Quote</span></p><p><blockquote><p class=\"t-img-caption\"><span>Roku公司价格-每股收益-惊喜|Roku公司报价</span></p></blockquote></p><p> <b>Factors to Consider</b></p><p><blockquote><b>需要考虑的因素</b></blockquote></p><p> Investor focus will be on active accounts growth, which is an important metric for Roku. The popularity of its free, ad-supported platform, The Roku Channel is expected to have aided active accounts growth in the fourth quarter of 2020. The ability to access free and premium content on the same platform has been a huge attraction for subscribers.</p><p><blockquote>投资者的焦点将是活跃账户的增长，这是Roku的一个重要指标。其免费、广告支持的平台Roku渠道的受欢迎程度预计将有助于2020年第四季度活跃账户的增长。在同一平台上访问免费和优质内容的能力对订户来说具有巨大的吸引力。</blockquote></p><p> In the third quarter, the company reached a mutually beneficial agreement with <b>Comcast</b> -owned NBCUniversal to distribute the latter’s Peacock streaming services that include collaboration around marketing, advertising, and content for The Roku Channel.</p><p><blockquote>第三季度，公司与<b>康卡斯特</b>-拥有NBCUniversal，分发后者的Peacock流媒体服务，其中包括围绕Roku频道的营销、广告和内容的合作。</blockquote></p><p> Building on that partnership, Roku launched NBC News in The Roku Channel in time for the final presidential debate, expanding the overall reach and monetization of NBC News alongside its standalone NBC News app on the Roku platform.</p><p><blockquote>在这种合作伙伴关系的基础上，Roku在最后一场总统辩论之前及时在Roku频道推出了NBC新闻，扩大了NBC新闻的整体覆盖范围和货币化，以及Roku平台上的独立NBC新闻应用程序。</blockquote></p><p> Moreover, Roku announced that RTE Player, the on-demand service provided by Irish broadcaster RTE, is officially available on Roku streaming devices in Ireland.</p><p><blockquote>此外，Roku宣布，爱尔兰广播公司RTE提供的点播服务RTE Player正式在爱尔兰的Roku流媒体设备上推出。</blockquote></p><p> The company’s active accounts jumped 43% year over year to 46 million in third-quarter 2020. Moreover, ARPU increased 20% to $27 (on a trailing 12-month basis).</p><p><blockquote>2020年第三季度，该公司的活跃账户同比增长43%，达到4600万。此外，ARPU增长了20%，达到27美元（以过去12个月为基础）。</blockquote></p><p> Notably, the Zacks Consensus Estimate for fourth-quarter active accounts and ARPU is pegged at $50 million and $27.44, respectively, indicating an increase of 35.5% and 18.6% from the year-ago reported figures.</p><p><blockquote>值得注意的是，Zacks对第四季度活跃账户和ARPU的一致估计分别为5000万美元和27.44美元，比去年同期报告的数据增长35.5%和18.6%。</blockquote></p><p> The expected solid surge in active accounts and viewing may have been the result of growth in subscription signups, movie rentals and purchases as well as elevated revenues from increased device sales.</p><p><blockquote>活跃账户和观看次数的预期稳步增长可能是订阅注册、电影租赁和购买的增长以及设备销售增加带来的收入增加的结果。</blockquote></p><p> Additionally, streaming hours growth is expected to have boosted TV streaming advertising on Roku’s platform. The consensus mark for streaming hours stands at 16.9 billion, implying an increase of 44.4% from the year-ago quarter’s reported figure.</p><p><blockquote>此外，流媒体播放时间的增长预计将提振Roku平台上的电视流媒体广告。流媒体播放时间的共识为169亿小时，比去年同期报告的数字增长了44.4%。</blockquote></p><p> In the fourth quarter, Roku announced a slate of releases on The Roku Channel in the United Kingdom including films such as<i>The Devils Double, Muriel’s Wedding, Harry Price: Ghost Hunter</i>and family friendly Christmas picks like D<i>iana Show, Ryan’s World</i>and crime-drama<i>Little Miracles</i>, which are expected to have boosted streaming hours in the to-be reported quarter.</p><p><blockquote>第四季度，Roku宣布在英国Roku频道上映一系列电影，包括<i>《魔鬼替身》、《穆里尔的婚礼》、《哈利·普莱斯：捉鬼者》</i>以及D等适合家庭的圣诞精选<i>iana秀，瑞安的世界</i>和犯罪剧<i>小奇迹</i>预计将在即将报告的季度增加流媒体播放时间。</blockquote></p><p> The addition of Peloton app, Peloton Interactive’s virtual fitness platform for Roku streamers is also expected to have aided growth in streaming hours.</p><p><blockquote>Peloton Interactive为Roku流媒体提供的虚拟健身平台Peloton app的加入预计也将有助于流媒体时长的增长。</blockquote></p><p> Further, the launch of streaming services — Apple TV+ and Disney+ — on Roku’s platform is expected to have aided Platform revenues, which accounted for 70.7% of revenues in the third quarter.</p><p><blockquote>此外，在Roku平台上推出流媒体服务（苹果TV+和Disney+）预计将有助于平台收入，占第三季度收入的70.7%。</blockquote></p><p> The consensus mark for Platform revenues is pegged at $402 million, indicating growth of 54.6% from the figure reported in the year-ago quarter.</p><p><blockquote>平台收入的共识为4.02亿美元，比去年同期增长54.6%。</blockquote></p><p> <b>Improving Advertising Business to Aid Top-Line</b></p><p><blockquote><b>改善广告业务以提高营收</b></blockquote></p><p> Moreover, the growing popularity of The Roku Channel is expected to have attracted advertisers in the to-be-reported quarter. Also, the acquisition of Dataxu (a demand-side advertising platform) is expected to have strengthened the company’s OTT advertising roadmap.</p><p><blockquote>此外，Roku频道的日益受欢迎预计将在即将报告的季度吸引广告商。此外，收购Dataxu（需求方广告平台）预计将加强该公司的OTT广告路线图。</blockquote></p><p> Meanwhile, the advertising business is expected to have witnessed delayed starts in video ad campaign, primarily from categories including travel, quick-serve restaurants, theatrical and automotive among others that were severely hit by stay-at-home policies.</p><p><blockquote>与此同时，广告业务预计将见证视频广告活动的延迟启动，主要来自旅游、快餐店、戏剧和汽车等类别，这些类别受到居家政策的严重打击。</blockquote></p><p> Nonetheless, Roku is expected to have benefited from advertising spend reallocation toward TV streaming as marketers accelerate their shift out of traditional TV and into TV streaming.</p><p><blockquote>尽管如此，随着营销人员加速从传统电视转向电视流媒体，Roku预计将受益于广告支出向电视流媒体的重新分配。</blockquote></p><p> Additionally, product innovations in solutions like the Shopper Data Program with Kroger are expected to have driven monetized video ad impressions growth in the fourth quarter.</p><p><blockquote>此外，克罗格的购物者数据计划等解决方案中的产品创新预计将推动第四季度视频广告展示量的货币化增长。</blockquote></p><p></p><p> Moreover, increasing advertiser demand for new products offered by the company such as incremental reach guarantees and Roku’s OneView ad platform are expected to be key catalysts. The ad platform is designed to help advertisers use TV identity data to create ads across OTT, desktop and mobile from a single hub.</p><p><blockquote>此外，广告商对该公司提供的新产品（例如增量覆盖保证和Roku的OneView广告平台）的需求不断增加，预计将成为关键催化剂。该广告平台旨在帮助广告商使用电视身份数据从单个中心创建跨OTT、桌面和移动的广告。</blockquote></p><p> However, the bottom line is expected to have been weighed down by cost escalations, resulting from increased marketing expenses related to international expansion and content additions in the to-be-reported quarter.</p><p><blockquote>然而，由于即将报告的季度与国际扩张和内容添加相关的营销费用增加，预计利润将受到成本上升的拖累。</blockquote></p><p> <b>What Our Model Says</b></p><p><blockquote><b>我们的模型所说的</b></blockquote></p><p> According to the Zacks model, the combination of a positiveEarnings ESPand Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here.</p><p><blockquote>根据咤克斯模型，正收益ESP和咤克斯排名#1（强力买入）、2（买入）或3（持有）的组合增加了收益超过预期的几率。但这里的情况并非如此。</blockquote></p><p> Roku has an Earnings ESP of -64.1% and a Zacks Rank #2. You can uncover the best stocks to buy or sell before they’re reported with ourEarnings ESP Filter.</p><p><blockquote>Roku的收益ESP为-64.1%，咤克斯排名第二。您可以在使用我们的收益ESP过滤器报告之前发现最值得买入或卖出的股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zacks.com/stock/news/1263307/roku-gears-up-to-report-q4-earnings-whats-in-the-cards\">Zacks</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.zacks.com/stock/news/1263307/roku-gears-up-to-report-q4-earnings-whats-in-the-cards","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114494462","content_text":"Roku is set to report fourth-quarter 2020 results on Feb 18.\nThe company expects fourth-quarter year-over-year revenue growth in the mid-40% range while platform revenues are expected to account for roughly two-thirds of total revenues.\nThe Zacks Consensus Estimate for fourth-quarter revenues is pegged at $615.8 million, indicating 49.7% growth from the year-ago quarter reported figure.\nMoreover, the consensus mark for loss has remained steady at 8 cents per share in the past 30 days. The estimated figure is narrower than loss of 13 cents reported in the year-ago quarter.\nThe company’s earnings beat the Zacks Consensus Estimate in the trailing four quarters, the average surprise being 42.7%.\nLet’s see how things have shaped up prior to this announcement.\nRoku, Inc. Price and EPS Surprise\nRoku, Inc. price-eps-surprise|Roku, Inc. Quote\nFactors to Consider\nInvestor focus will be on active accounts growth, which is an important metric for Roku. The popularity of its free, ad-supported platform, The Roku Channel is expected to have aided active accounts growth in the fourth quarter of 2020. The ability to access free and premium content on the same platform has been a huge attraction for subscribers.\nIn the third quarter, the company reached a mutually beneficial agreement with Comcast -owned NBCUniversal to distribute the latter’s Peacock streaming services that include collaboration around marketing, advertising, and content for The Roku Channel.\nBuilding on that partnership, Roku launched NBC News in The Roku Channel in time for the final presidential debate, expanding the overall reach and monetization of NBC News alongside its standalone NBC News app on the Roku platform.\nMoreover, Roku announced that RTE Player, the on-demand service provided by Irish broadcaster RTE, is officially available on Roku streaming devices in Ireland.\nThe company’s active accounts jumped 43% year over year to 46 million in third-quarter 2020. Moreover, ARPU increased 20% to $27 (on a trailing 12-month basis).\nNotably, the Zacks Consensus Estimate for fourth-quarter active accounts and ARPU is pegged at $50 million and $27.44, respectively, indicating an increase of 35.5% and 18.6% from the year-ago reported figures.\nThe expected solid surge in active accounts and viewing may have been the result of growth in subscription signups, movie rentals and purchases as well as elevated revenues from increased device sales.\nAdditionally, streaming hours growth is expected to have boosted TV streaming advertising on Roku’s platform. The consensus mark for streaming hours stands at 16.9 billion, implying an increase of 44.4% from the year-ago quarter’s reported figure.\nIn the fourth quarter, Roku announced a slate of releases on The Roku Channel in the United Kingdom including films such asThe Devils Double, Muriel’s Wedding, Harry Price: Ghost Hunterand family friendly Christmas picks like Diana Show, Ryan’s Worldand crime-dramaLittle Miracles, which are expected to have boosted streaming hours in the to-be reported quarter.\nThe addition of Peloton app, Peloton Interactive’s virtual fitness platform for Roku streamers is also expected to have aided growth in streaming hours.\nFurther, the launch of streaming services — Apple TV+ and Disney+ — on Roku’s platform is expected to have aided Platform revenues, which accounted for 70.7% of revenues in the third quarter.\nThe consensus mark for Platform revenues is pegged at $402 million, indicating growth of 54.6% from the figure reported in the year-ago quarter.\nImproving Advertising Business to Aid Top-Line\nMoreover, the growing popularity of The Roku Channel is expected to have attracted advertisers in the to-be-reported quarter. Also, the acquisition of Dataxu (a demand-side advertising platform) is expected to have strengthened the company’s OTT advertising roadmap.\nMeanwhile, the advertising business is expected to have witnessed delayed starts in video ad campaign, primarily from categories including travel, quick-serve restaurants, theatrical and automotive among others that were severely hit by stay-at-home policies.\nNonetheless, Roku is expected to have benefited from advertising spend reallocation toward TV streaming as marketers accelerate their shift out of traditional TV and into TV streaming.\nAdditionally, product innovations in solutions like the Shopper Data Program with Kroger are expected to have driven monetized video ad impressions growth in the fourth quarter.\nMoreover, increasing advertiser demand for new products offered by the company such as incremental reach guarantees and Roku’s OneView ad platform are expected to be key catalysts. The ad platform is designed to help advertisers use TV identity data to create ads across OTT, desktop and mobile from a single hub.\nHowever, the bottom line is expected to have been weighed down by cost escalations, resulting from increased marketing expenses related to international expansion and content additions in the to-be-reported quarter.\nWhat Our Model Says\nAccording to the Zacks model, the combination of a positiveEarnings ESPand Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here.\nRoku has an Earnings ESP of -64.1% and a Zacks Rank #2. You can uncover the best stocks to buy or sell before they’re reported with ourEarnings ESP Filter.","news_type":1,"symbols_score_info":{"ROKU":0.9}},"isVote":1,"tweetType":1,"viewCount":825,"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":78,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/385873733"}
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