Mingming789
2021-08-05
Like and comment
Roku Pays to Be a Player<blockquote>Roku付费成为一名球员</blockquote>
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
3
11
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":899183866,"tweetId":"899183866","gmtCreate":1628168985355,"gmtModify":1633752999033,"author":{"id":3574508822349262,"idStr":"3574508822349262","authorId":3574508822349262,"authorIdStr":"3574508822349262","name":"Mingming789","avatar":"https://static.tigerbbs.com/59f9c28be0951667c2586f690e1cbc0f","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":101,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"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":11,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/899183866","repostId":1129943184,"repostType":4,"repost":{"id":"1129943184","kind":"news","pubTimestamp":1628168812,"share":"https://www.laohu8.com/m/news/1129943184?lang=zh_CN&edition=full","pubTime":"2021-08-05 21:06","market":"us","language":"en","title":"Roku Pays to Be a Player<blockquote>Roku付费成为一名球员</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129943184","media":"The Wall Street Journal","summary":"Streaming star’s ad business delivers, but shortages remind why hardware still matters.\n\nInvestors g","content":"<p> Streaming star’s ad business delivers, but shortages remind why hardware still matters. <img src=\"https://static.tigerbbs.com/0816e996a3dc8dabffbc82ab2a069899\" tg-width=\"882\" tg-height=\"512\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/ISBC\">Investors</a> got a painful reminder Wednesday thatRokuROKU0.60%is still in the hardware business.</p><p><blockquote>Streaming star的广告业务提供了服务，但短缺提醒我们为什么硬件仍然很重要。<a href=\"https://laohu8.com/S/ISBC\">投资者</a>周三我得到了一个痛苦的提醒，TroKuroku0.60%仍在硬件业务中。</blockquote></p><p> It has been easy to forget. Roku may be best known to consumers for the TV sets and streaming boxes that bear its name, but advertising now makes up more than 80% of its total business. Advertising also is far more profitable, generating gross margins of 60% last year against 9% for the company’s hardware side.Roku’s business model has also made the company a Wall Street darling. The stock has surged 153% over the past 12 months and commands a multiple of more than 16 times forward sales—more than double that ofNetflix.</p><p><blockquote>很容易忘记。Roku最为消费者所熟知的可能是以其名字命名的电视机和流媒体盒子，但广告现在占其总业务的80%以上。广告业务的利润也高得多，去年该公司硬件业务的毛利率为60%，而该公司的硬件业务为9%。Roku的商业模式也使该公司成为华尔街的宠儿。该股在过去12个月内飙升了153%，预期销售额超过16倍，是Netflix的两倍多。</blockquote></p><p> But there is no room for error. Roku’s second-quarter results reported Wednesday afternoon were strong in many important respects. Platform revenue reflecting the company’s advertising business more than doubled year over year to $532 million—handily beating Wall Street’s projections. But player revenue fell short, rising only 1% year over year to about $113 million. Moreover, player gross margins went negative for only the second time in the company’s history. Roku said it had elected to insulate customers from the cost increases related to the component shortages and shipping constraints afflicting many other makers of electronics products.</p><p><blockquote>但是没有犯错的余地。Roku周三下午公布的第二季度业绩在许多重要方面都表现强劲。反映该公司广告业务的平台收入同比增长一倍多，达到5.32亿美元，轻松超出华尔街的预测。但播放器收入不足，同比仅增长1%至约1.13亿美元。此外，玩家毛利率在公司历史上第二次出现负值。Roku表示，它选择让客户免受与许多其他电子产品制造商遭受的零部件短缺和运输限制相关的成本上涨的影响。</blockquote></p><p> Roku’s share price slid more than 8% following the report. That dive might seem an overreaction, given the strength in the larger and more profitable ad side, but Roku’s hardware—which includes TV sets made by partners—serves as an important gateway to its platform. The company added 1.5 million active accounts during the quarter, the lowest growth in two years. Streaming hours over the Roku platform also slipped 5% from the first quarter—the first sequential decline for this metric on record.</p><p><blockquote>报告发布后，Roku股价下跌超过8%。考虑到规模更大、利润更高的广告领域的实力，这种跳水似乎反应过度，但Roku的硬件（包括合作伙伴制造的电视机）是其平台的重要门户。该公司在本季度增加了150万活跃账户，这是两年来的最低增幅。Roku平台上的流媒体播放时间也较第一季度下降了5%，这是该指标有记录以来首次连续下降。</blockquote></p><p> Roku still inhabits an enviable position in the streaming wars. The company powers about 38% of streaming devices and connected TVs in the U.S., according to Parks Associates, representing a leading market share over platforms backed by tech titansAmazon,Appleand Google. That share provides valuable advertising real estate to tech and media giants pushing their own streaming services as well as other advertisers cutting back on traditional TV spending. Roku said Wednesday that it earned double the dollar commitmentat this year’s Upfrontscompared with last year. The company just needs to get enough devices in front of the eyeballs that advertisers are paying to reach.</p><p><blockquote>Roku在流媒体战争中仍然占据着令人羡慕的地位。根据Parks Associates的数据，该公司为美国约38%的流媒体设备和联网电视提供支持，在科技巨头亚马逊、苹果和谷歌支持的平台上占据领先的市场份额。这一份额为推动自己的流媒体服务的科技和媒体巨头以及削减传统电视支出的其他广告商提供了宝贵的广告空间。Roku周三表示，与去年相比，今年的预付款收入是去年的两倍。该公司只需要在广告商付费的眼球面前获得足够多的设备。</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 Pays to Be a Player<blockquote>Roku付费成为一名球员</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 Pays to Be a Player<blockquote>Roku付费成为一名球员</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-08-05 21:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p> Streaming star’s ad business delivers, but shortages remind why hardware still matters. <img src=\"https://static.tigerbbs.com/0816e996a3dc8dabffbc82ab2a069899\" tg-width=\"882\" tg-height=\"512\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/ISBC\">Investors</a> got a painful reminder Wednesday thatRokuROKU0.60%is still in the hardware business.</p><p><blockquote>Streaming star的广告业务提供了服务，但短缺提醒我们为什么硬件仍然很重要。<a href=\"https://laohu8.com/S/ISBC\">投资者</a>周三我得到了一个痛苦的提醒，TroKuroku0.60%仍在硬件业务中。</blockquote></p><p> It has been easy to forget. Roku may be best known to consumers for the TV sets and streaming boxes that bear its name, but advertising now makes up more than 80% of its total business. Advertising also is far more profitable, generating gross margins of 60% last year against 9% for the company’s hardware side.Roku’s business model has also made the company a Wall Street darling. The stock has surged 153% over the past 12 months and commands a multiple of more than 16 times forward sales—more than double that ofNetflix.</p><p><blockquote>很容易忘记。Roku最为消费者所熟知的可能是以其名字命名的电视机和流媒体盒子，但广告现在占其总业务的80%以上。广告业务的利润也高得多，去年该公司硬件业务的毛利率为60%，而该公司的硬件业务为9%。Roku的商业模式也使该公司成为华尔街的宠儿。该股在过去12个月内飙升了153%，预期销售额超过16倍，是Netflix的两倍多。</blockquote></p><p> But there is no room for error. Roku’s second-quarter results reported Wednesday afternoon were strong in many important respects. Platform revenue reflecting the company’s advertising business more than doubled year over year to $532 million—handily beating Wall Street’s projections. But player revenue fell short, rising only 1% year over year to about $113 million. Moreover, player gross margins went negative for only the second time in the company’s history. Roku said it had elected to insulate customers from the cost increases related to the component shortages and shipping constraints afflicting many other makers of electronics products.</p><p><blockquote>但是没有犯错的余地。Roku周三下午公布的第二季度业绩在许多重要方面都表现强劲。反映该公司广告业务的平台收入同比增长一倍多，达到5.32亿美元，轻松超出华尔街的预测。但播放器收入不足，同比仅增长1%至约1.13亿美元。此外，玩家毛利率在公司历史上第二次出现负值。Roku表示，它选择让客户免受与许多其他电子产品制造商遭受的零部件短缺和运输限制相关的成本上涨的影响。</blockquote></p><p> Roku’s share price slid more than 8% following the report. That dive might seem an overreaction, given the strength in the larger and more profitable ad side, but Roku’s hardware—which includes TV sets made by partners—serves as an important gateway to its platform. The company added 1.5 million active accounts during the quarter, the lowest growth in two years. Streaming hours over the Roku platform also slipped 5% from the first quarter—the first sequential decline for this metric on record.</p><p><blockquote>报告发布后，Roku股价下跌超过8%。考虑到规模更大、利润更高的广告领域的实力，这种跳水似乎反应过度，但Roku的硬件（包括合作伙伴制造的电视机）是其平台的重要门户。该公司在本季度增加了150万活跃账户，这是两年来的最低增幅。Roku平台上的流媒体播放时间也较第一季度下降了5%，这是该指标有记录以来首次连续下降。</blockquote></p><p> Roku still inhabits an enviable position in the streaming wars. The company powers about 38% of streaming devices and connected TVs in the U.S., according to Parks Associates, representing a leading market share over platforms backed by tech titansAmazon,Appleand Google. That share provides valuable advertising real estate to tech and media giants pushing their own streaming services as well as other advertisers cutting back on traditional TV spending. Roku said Wednesday that it earned double the dollar commitmentat this year’s Upfrontscompared with last year. The company just needs to get enough devices in front of the eyeballs that advertisers are paying to reach.</p><p><blockquote>Roku在流媒体战争中仍然占据着令人羡慕的地位。根据Parks Associates的数据，该公司为美国约38%的流媒体设备和联网电视提供支持，在科技巨头亚马逊、苹果和谷歌支持的平台上占据领先的市场份额。这一份额为推动自己的流媒体服务的科技和媒体巨头以及削减传统电视支出的其他广告商提供了宝贵的广告空间。Roku周三表示，与去年相比，今年的预付款收入是去年的两倍。该公司只需要在广告商付费的眼球面前获得足够多的设备。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/roku-pays-to-be-a-player-11628157601?mod=markets_lead_pos11\">The Wall Street Journal</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.wsj.com/articles/roku-pays-to-be-a-player-11628157601?mod=markets_lead_pos11","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129943184","content_text":"Streaming star’s ad business delivers, but shortages remind why hardware still matters.\n\nInvestors got a painful reminder Wednesday thatRokuROKU0.60%is still in the hardware business.\nIt has been easy to forget. Roku may be best known to consumers for the TV sets and streaming boxes that bear its name, but advertising now makes up more than 80% of its total business. Advertising also is far more profitable, generating gross margins of 60% last year against 9% for the company’s hardware side.Roku’s business model has also made the company a Wall Street darling. The stock has surged 153% over the past 12 months and commands a multiple of more than 16 times forward sales—more than double that ofNetflix.\nBut there is no room for error. Roku’s second-quarter results reported Wednesday afternoon were strong in many important respects. Platform revenue reflecting the company’s advertising business more than doubled year over year to $532 million—handily beating Wall Street’s projections. But player revenue fell short, rising only 1% year over year to about $113 million. Moreover, player gross margins went negative for only the second time in the company’s history. Roku said it had elected to insulate customers from the cost increases related to the component shortages and shipping constraints afflicting many other makers of electronics products.\nRoku’s share price slid more than 8% following the report. That dive might seem an overreaction, given the strength in the larger and more profitable ad side, but Roku’s hardware—which includes TV sets made by partners—serves as an important gateway to its platform. The company added 1.5 million active accounts during the quarter, the lowest growth in two years. Streaming hours over the Roku platform also slipped 5% from the first quarter—the first sequential decline for this metric on record.\nRoku still inhabits an enviable position in the streaming wars. The company powers about 38% of streaming devices and connected TVs in the U.S., according to Parks Associates, representing a leading market share over platforms backed by tech titansAmazon,Appleand Google. That share provides valuable advertising real estate to tech and media giants pushing their own streaming services as well as other advertisers cutting back on traditional TV spending. Roku said Wednesday that it earned double the dollar commitmentat this year’s Upfrontscompared with last year. The company just needs to get enough devices in front of the eyeballs that advertisers are paying to reach.","news_type":1,"symbols_score_info":{"ROKU":0.9}},"isVote":1,"tweetType":1,"viewCount":507,"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,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/899183866"}
精彩评论