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Uber and EVgo Expand Partnership to Support High-Volume Rideshare Drivers with Fast, Reliable Public Charging
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(NASDAQ: EVGO), a first mover in fleet electrification and owner and operator of the nation’s largest public fast charging network for electric vehicles (EVs) and first powered by 100% renewable electricity, today announced an expansion to its EV charging program for rideshare drivers on Uber’s platform. With nearly <a href=\"https://laohu8.com/S/AONE.U\">one</a> million rideshare vehicles on the road, electrification of rideshare provides a significant opportunity to add high-utilization drivers to EVgo’s network. Featuring new discounts and benefits for all drivers using Uber, this expanded initiative builds upon the existing program's success to ultimately increase access to, and utilization of, EVgo’s network of over 800 public fast chargers -- helping both companies further accelerate the adoption of zero-emission transportation at scale.</p>\n<p>Rideshare drivers often charge multiple times per day. A recent EVgo survey of drivers in the EVgo program, indicates that approximately 34% of drivers drive 400 to 800 miles each week and another 47% drive more than 800 miles each week and rely heavily on public fast charging. Conveniently located in high ridership urban areas, EVgo's fast chargers enable drivers without access to at-home charging to charge in between Uber trips.</p>\n<p>\"Helping drivers go electric remains one of the most important things we can do as a company,\" said Adam Gromis, Head of Sustainability Policy at Uber. \"The enhanced incentives from EVgo’s program help drivers save money and take another step towards transforming Uber into a zero emissions platform.\"</p>\n<p>As part of the expanded EVgo Discount Program with Uber, drivers are granted access to discounted EVgo accounts and pricing based on their Uber Pro status. Drivers using Uber -- regardless of status– will continue to be able to access EVgo’s member rates without any monthly fees. Drivers with Uber Pro Gold, Platinum, or Diamond status will unlock even lower EVgo Plus rates, saving up to 30% on charging costs over EVgo’s standard Pay As You Go rates.*</p>\n<p>\"EVgo’s ongoing partnership with Uber tackles access to reliable, affordable and convenient public charging solutions while simultaneously accelerating the electrification of rideshare vehicles,\" said Cathy Zoi, CEO at EVgo. \"We are excited to see more rideshare drivers making the switch to electric and look forward to providing fast charging for high volume rideshare drivers and decarbonizing this growing segment of transportation.\"</p>\n<p>The enhancement of this program further accelerates Uber’s initiative to become a fully zero-emission platform by 2030 in the US. In addition to new charging discounts, EV drivers can also earn more per trip from Uber, including a dollar more per trip incentive for fully electric drivers on any product plus $0.50 more when completing Uber Green trips. Uber Green, is the most widely available low- or no-emission on-demand ride product in the world, now available in 100 urban areas across 2 continents. By selecting Uber Green, riders can support current drivers who use sustainable modes of transportation as well as Uber’s Green Future Program, which utilizes Uber Green fees and proceeds to help hundreds of thousands of rideshare drivers transition to electric vehicles by 2025. Drivers who drive a Tesla will also have access to nearly 600 integrated Tesla connectors at EVgo stations across the U.S., enabling them to charge their vehicles without the need for an adaptor.</p>\n<p>For more information around the locations of fast chargers within EVgo’s charging network, visit www.evgo.com</p>\n<p>*Actual savings subject to time of day, location, geography, and length of charging session</p>\n<p><b>About EVgo</b></p>\n<p>EVgo (Nasdaq: EVGO) is the nation’s largest public fast charging network for electric vehicles, and the first to be powered by 100% renewable energy. With more than 800 fast charging locations, EVgo’s owned and operated charging network serves over 68 metropolitan areas across 35 states and more than 300,000 customer accounts. Founded in 2010, EVgo leads the way on transportation electrification, partnering with automakers; fleet and rideshare operators; retail hosts such as hotels, shopping centers, gas stations and parking lot operators; and other stakeholders to deploy advanced charging technology to expand network availability and make it easier for drivers across the U.S. to enjoy the benefits of driving an EV. As a charging technology first mover, EVgo works closely with business and government leaders to accelerate the ubiquitous adoption of EVs by providing a reliable and convenient charging experience close to where drivers live, work and play, whether for a daily commute or a commercial fleet.</p>","source":"yahoofinance","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>Uber and EVgo Expand Partnership to Support High-Volume Rideshare Drivers with Fast, Reliable Public Charging</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nUber and EVgo Expand Partnership to Support High-Volume Rideshare Drivers with Fast, Reliable Public Charging\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-09 20:15 GMT+8 <a href=https://finance.yahoo.com/news/uber-evgo-expand-partnership-support-121500978.html><strong>Business Wire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Enhanced partnership encourages mass adoption of EVs and increases EVgo network utilization\nLOS ANGELES, November 09, 2021--(BUSINESS WIRE)--EVgo Inc. (NASDAQ: EVGO), a first mover in fleet ...</p>\n\n<a href=\"https://finance.yahoo.com/news/uber-evgo-expand-partnership-support-121500978.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UBER":"优步","EVGOW":"EVgo Inc. Warrant","EVGO":"EVgo Inc."},"source_url":"https://finance.yahoo.com/news/uber-evgo-expand-partnership-support-121500978.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2182702412","content_text":"Enhanced partnership encourages mass adoption of EVs and increases EVgo network utilization\nLOS ANGELES, November 09, 2021--(BUSINESS WIRE)--EVgo Inc. (NASDAQ: EVGO), a first mover in fleet electrification and owner and operator of the nation’s largest public fast charging network for electric vehicles (EVs) and first powered by 100% renewable electricity, today announced an expansion to its EV charging program for rideshare drivers on Uber’s platform. With nearly one million rideshare vehicles on the road, electrification of rideshare provides a significant opportunity to add high-utilization drivers to EVgo’s network. Featuring new discounts and benefits for all drivers using Uber, this expanded initiative builds upon the existing program's success to ultimately increase access to, and utilization of, EVgo’s network of over 800 public fast chargers -- helping both companies further accelerate the adoption of zero-emission transportation at scale.\nRideshare drivers often charge multiple times per day. A recent EVgo survey of drivers in the EVgo program, indicates that approximately 34% of drivers drive 400 to 800 miles each week and another 47% drive more than 800 miles each week and rely heavily on public fast charging. Conveniently located in high ridership urban areas, EVgo's fast chargers enable drivers without access to at-home charging to charge in between Uber trips.\n\"Helping drivers go electric remains one of the most important things we can do as a company,\" said Adam Gromis, Head of Sustainability Policy at Uber. \"The enhanced incentives from EVgo’s program help drivers save money and take another step towards transforming Uber into a zero emissions platform.\"\nAs part of the expanded EVgo Discount Program with Uber, drivers are granted access to discounted EVgo accounts and pricing based on their Uber Pro status. Drivers using Uber -- regardless of status– will continue to be able to access EVgo’s member rates without any monthly fees. Drivers with Uber Pro Gold, Platinum, or Diamond status will unlock even lower EVgo Plus rates, saving up to 30% on charging costs over EVgo’s standard Pay As You Go rates.*\n\"EVgo’s ongoing partnership with Uber tackles access to reliable, affordable and convenient public charging solutions while simultaneously accelerating the electrification of rideshare vehicles,\" said Cathy Zoi, CEO at EVgo. \"We are excited to see more rideshare drivers making the switch to electric and look forward to providing fast charging for high volume rideshare drivers and decarbonizing this growing segment of transportation.\"\nThe enhancement of this program further accelerates Uber’s initiative to become a fully zero-emission platform by 2030 in the US. In addition to new charging discounts, EV drivers can also earn more per trip from Uber, including a dollar more per trip incentive for fully electric drivers on any product plus $0.50 more when completing Uber Green trips. Uber Green, is the most widely available low- or no-emission on-demand ride product in the world, now available in 100 urban areas across 2 continents. By selecting Uber Green, riders can support current drivers who use sustainable modes of transportation as well as Uber’s Green Future Program, which utilizes Uber Green fees and proceeds to help hundreds of thousands of rideshare drivers transition to electric vehicles by 2025. Drivers who drive a Tesla will also have access to nearly 600 integrated Tesla connectors at EVgo stations across the U.S., enabling them to charge their vehicles without the need for an adaptor.\nFor more information around the locations of fast chargers within EVgo’s charging network, visit www.evgo.com\n*Actual savings subject to time of day, location, geography, and length of charging session\nAbout EVgo\nEVgo (Nasdaq: EVGO) is the nation’s largest public fast charging network for electric vehicles, and the first to be powered by 100% renewable energy. With more than 800 fast charging locations, EVgo’s owned and operated charging network serves over 68 metropolitan areas across 35 states and more than 300,000 customer accounts. Founded in 2010, EVgo leads the way on transportation electrification, partnering with automakers; fleet and rideshare operators; retail hosts such as hotels, shopping centers, gas stations and parking lot operators; and other stakeholders to deploy advanced charging technology to expand network availability and make it easier for drivers across the U.S. to enjoy the benefits of driving an EV. As a charging technology first mover, EVgo works closely with business and government leaders to accelerate the ubiquitous adoption of EVs by providing a reliable and convenient charging experience close to where drivers live, work and play, whether for a daily commute or a commercial fleet.","news_type":1,"symbols_score_info":{"EVGO":0.9,"EVGOW":0.6,"UBER":0.9}},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841777386,"gmtCreate":1635946589411,"gmtModify":1635946589516,"author":{"id":"3586496264591508","authorId":"3586496264591508","name":"kw29","avatar":"https://static.tigerbbs.com/6efbbd1c6d6ca3a1223c2f038c8267c6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586496264591508","authorIdStr":"3586496264591508"},"themes":[],"htmlText":"[Happy] ","listText":"[Happy] ","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841777386","repostId":"1136542045","repostType":4,"repost":{"id":"1136542045","kind":"news","pubTimestamp":1635943186,"share":"https://www.laohu8.com/m/news/1136542045?lang=&edition=full","pubTime":"2021-11-03 20:39","market":"us","language":"en","title":"Roku: Buy The Drop Before Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1136542045","media":"seekingalpha","summary":"Summary\n\nRoku went through a 35% drop in pricing since July.\nRoku benefits from a shift to streaming","content":"<p><b>Summary</b></p>\n<ul>\n <li>Roku went through a 35% drop in pricing since July.</li>\n <li>Roku benefits from a shift to streaming TV and will continue to grow rapidly.</li>\n <li>Roku has more potential than Netflix and is growing faster.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57ed3840909e6e435144742858e611c6\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p>\n<p>Shares of Roku (NASDAQ:ROKU) face a fresh catalyst this week when the streaming service provider is set to open up its books for the third-quarter tomorrow. Buyers can look forward to improving user monetization, rising average revenues per user and strong account growth!</p>\n<p><b>Strong commercial performance and user monetization</b></p>\n<p>Roku has reliably delivered strong earnings cards in the past. The streaming company, which is in direct competition for streaming accounts with the likes of Netflix(NASDAQ:NFLX)and Disney(NYSE:DIS), has seen an acceleration of growth during the Coronavirus pandemic of 2020. The pandemic also accelerated the shift from TV to streaming services, benefiting Roku and its distribution model. The reopening of the economy and the easing of stay-at-home restrictions, however, raised concerns over slowing account growth on Roku's platform.</p>\n<p>In the second-quarter, Roku generated $532.3M in platform revenues, showing 117% year over year growth. Total revenues accelerated to $645.1M- not a new record- but the 81% revenue growth rate was still impressive. Roku's platform gross margins were 64.8%, signifyingan 8.2 PP improvement over the year-earlier period. Roku is growing and becoming more profitable.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/018e9fe8b069e3651f09334e7dfb906e\" tg-width=\"1180\" tg-height=\"451\" width=\"100%\" height=\"auto\"><span>Source: Roku</span></p>\n<p>Roku's revenues can be broken down into two key components: Account growth and ARPU. Roku's active accounts topped 55M in the second-quarter and the streaming platform added 1.5M new accounts in Q2'21. Active accounts are defined as accounts that have streamed content on Roku's platform within the last 30 days. The number of Roku's active accounts has steadily increased over time and hit an all time record in the second-quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab8d1b4e3f67d06f0d00d7fb90d76cd9\" tg-width=\"721\" tg-height=\"463\" width=\"100%\" height=\"auto\"><span>Source: Statista</span></p>\n<p>Roku's account growth and engagement slowed a bit in the second-quarter, but year over year growth rates were still impressive. Active accounts posted a 28% year over year gain while average revenues per user, ARPU, a key platform metric for Roku, surged 46% year over year to $36.46. ARPU is a very important metric for streaming companies because it shows how content distribution and engagement translate into user monetization. Roku's ARPU accelerated during FY 2021, showing a growth rate of 32% in Q1'21 and 46% in Q2'21.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b5e3a35c27bf2b2e1489a58b9802cfe\" tg-width=\"905\" tg-height=\"416\" width=\"100%\" height=\"auto\"><span>Source: Author, Roku</span></p>\n<p>For the third-quarter, I expect Roku to present a continuation of these trends. I estimate that the streaming service company will add another 5.5M active accounts to its platform in FY 2021; 1.6M in Q3'21 and 3.9M in Q4'21… the last quarter of the year is typically a very good one for customer acquisition. Regarding average revenues per user, I expect a total year over year growth rate surpassing 40% as Roku's growing distribution and acceleration of streaming TV adoption will fuel the firm's monetization. For Q3'21, I model 6% quarter over quarter growth in ARPU to $38.77.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/061827973c0edb6c7b543cc8f3b44a07\" tg-width=\"907\" tg-height=\"482\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p>\n<p><b>Roku is set for a record quarter</b></p>\n<p>Strong user account growth and higher ARPUs will show up in record revenues for Roku's third-quarter. The firm guided for revenues of $675 - $685M for the third-quarter. If Roku's third-quarter earnings card shows strong growth in active accounts, hours streamed and average revenues per user, the stock could get a much-needed boost.</p>\n<p>Shares of Roku have fallen from a high at $490.76 in July to $317.72 on Monday. This represents a 35% drop in pricing over three months on concerns over slowing post-pandemic account growth and declining user engagement.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1cd2eec59aaa4f5713050b225e2a95e\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><b>Roku is a better deal than Netflix due to faster sales growth</b></p>\n<p>Netflix has been dominating the streaming games for more than a decade. The streaming firm counted 213.56M paying subscribers in the third-quarter and projected 222.06M paid memberships for the fourth-quarter. Year over year subscriber growth for Q3'21 and Q4'21 are around 9%… significantly below Roku's account growth rates of 28% (based off of Q3'21).</p>\n<p>Roku had 55.1M active accounts in the third-quarter and I project that the number of active accounts can grow to 60.6M by year-end. Netflix is still about four times larger than Roku regarding subscriber base. Netflix's revenues in the third-quarter were $7.48B… which is eleven times larger than Roku's Q3'21 revenue forecast. There is also a big difference in equity and enterprise value between the two streaming platforms… the difference being that Netflix has a significantly larger valuation than Roku.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a809d08d9a664b24374e8a9e6217911\" tg-width=\"635\" tg-height=\"481\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>However, Roku is expected to grow sales at twice the rate Netflix is expected to grow. Higher growth expectations justify a higher valuation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8150a5bf4db2758d20c6b687c8f2de19\" tg-width=\"726\" tg-height=\"647\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha</span></p>\n<p><b>Risks with Roku</b></p>\n<p>A slowdown in revenue and account growth, dropping user engagement and weaker customer monetization are risk factors that have the potential to put Roku's valuation under pressure. The firm will still grow its top lines in revenues and accounts in the third-quarter, but a more severe slowdown in these metrics would likely result in a lower sales multiplier factor for shares of Roku. ARPU is possibly the most important metric for Roku to track the platform's monetization success. If ARPU growth turns negative, which is not probable and not plausible, it would change my outlook on the stock.</p>\n<p><b>Final thoughts</b></p>\n<p>Roku is facing a fresh catalyst this week when the platform puts its earnings card for the third-quarter on the table. I believe we will see strong growth rates in accounts, streaming hours and ARPU due to Roku's increasing distribution. The stock is ready for a much needed boost and the platform, given its relatively small size relative to Netflix, has a lot of potential for long term growth in the streaming markets!</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: Buy The Drop Before Earnings</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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: Buy The Drop Before Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-03 20:39 GMT+8 <a href=https://seekingalpha.com/article/4464408-roku-buy-the-drop-before-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nRoku went through a 35% drop in pricing since July.\nRoku benefits from a shift to streaming TV and will continue to grow rapidly.\nRoku has more potential than Netflix and is growing faster.\n\n...</p>\n\n<a href=\"https://seekingalpha.com/article/4464408-roku-buy-the-drop-before-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"https://seekingalpha.com/article/4464408-roku-buy-the-drop-before-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136542045","content_text":"Summary\n\nRoku went through a 35% drop in pricing since July.\nRoku benefits from a shift to streaming TV and will continue to grow rapidly.\nRoku has more potential than Netflix and is growing faster.\n\nMichael Vi/iStock Editorial via Getty Images\nShares of Roku (NASDAQ:ROKU) face a fresh catalyst this week when the streaming service provider is set to open up its books for the third-quarter tomorrow. Buyers can look forward to improving user monetization, rising average revenues per user and strong account growth!\nStrong commercial performance and user monetization\nRoku has reliably delivered strong earnings cards in the past. The streaming company, which is in direct competition for streaming accounts with the likes of Netflix(NASDAQ:NFLX)and Disney(NYSE:DIS), has seen an acceleration of growth during the Coronavirus pandemic of 2020. The pandemic also accelerated the shift from TV to streaming services, benefiting Roku and its distribution model. The reopening of the economy and the easing of stay-at-home restrictions, however, raised concerns over slowing account growth on Roku's platform.\nIn the second-quarter, Roku generated $532.3M in platform revenues, showing 117% year over year growth. Total revenues accelerated to $645.1M- not a new record- but the 81% revenue growth rate was still impressive. Roku's platform gross margins were 64.8%, signifyingan 8.2 PP improvement over the year-earlier period. Roku is growing and becoming more profitable.\nSource: Roku\nRoku's revenues can be broken down into two key components: Account growth and ARPU. Roku's active accounts topped 55M in the second-quarter and the streaming platform added 1.5M new accounts in Q2'21. Active accounts are defined as accounts that have streamed content on Roku's platform within the last 30 days. The number of Roku's active accounts has steadily increased over time and hit an all time record in the second-quarter.\nSource: Statista\nRoku's account growth and engagement slowed a bit in the second-quarter, but year over year growth rates were still impressive. Active accounts posted a 28% year over year gain while average revenues per user, ARPU, a key platform metric for Roku, surged 46% year over year to $36.46. ARPU is a very important metric for streaming companies because it shows how content distribution and engagement translate into user monetization. Roku's ARPU accelerated during FY 2021, showing a growth rate of 32% in Q1'21 and 46% in Q2'21.\nSource: Author, Roku\nFor the third-quarter, I expect Roku to present a continuation of these trends. I estimate that the streaming service company will add another 5.5M active accounts to its platform in FY 2021; 1.6M in Q3'21 and 3.9M in Q4'21… the last quarter of the year is typically a very good one for customer acquisition. Regarding average revenues per user, I expect a total year over year growth rate surpassing 40% as Roku's growing distribution and acceleration of streaming TV adoption will fuel the firm's monetization. For Q3'21, I model 6% quarter over quarter growth in ARPU to $38.77.\nSource: Author\nRoku is set for a record quarter\nStrong user account growth and higher ARPUs will show up in record revenues for Roku's third-quarter. The firm guided for revenues of $675 - $685M for the third-quarter. If Roku's third-quarter earnings card shows strong growth in active accounts, hours streamed and average revenues per user, the stock could get a much-needed boost.\nShares of Roku have fallen from a high at $490.76 in July to $317.72 on Monday. This represents a 35% drop in pricing over three months on concerns over slowing post-pandemic account growth and declining user engagement.\nData by YCharts\nRoku is a better deal than Netflix due to faster sales growth\nNetflix has been dominating the streaming games for more than a decade. The streaming firm counted 213.56M paying subscribers in the third-quarter and projected 222.06M paid memberships for the fourth-quarter. Year over year subscriber growth for Q3'21 and Q4'21 are around 9%… significantly below Roku's account growth rates of 28% (based off of Q3'21).\nRoku had 55.1M active accounts in the third-quarter and I project that the number of active accounts can grow to 60.6M by year-end. Netflix is still about four times larger than Roku regarding subscriber base. Netflix's revenues in the third-quarter were $7.48B… which is eleven times larger than Roku's Q3'21 revenue forecast. There is also a big difference in equity and enterprise value between the two streaming platforms… the difference being that Netflix has a significantly larger valuation than Roku.\nData by YCharts\nHowever, Roku is expected to grow sales at twice the rate Netflix is expected to grow. Higher growth expectations justify a higher valuation.\nSource: Seeking Alpha\nRisks with Roku\nA slowdown in revenue and account growth, dropping user engagement and weaker customer monetization are risk factors that have the potential to put Roku's valuation under pressure. The firm will still grow its top lines in revenues and accounts in the third-quarter, but a more severe slowdown in these metrics would likely result in a lower sales multiplier factor for shares of Roku. ARPU is possibly the most important metric for Roku to track the platform's monetization success. If ARPU growth turns negative, which is not probable and not plausible, it would change my outlook on the stock.\nFinal thoughts\nRoku is facing a fresh catalyst this week when the platform puts its earnings card for the third-quarter on the table. I believe we will see strong growth rates in accounts, streaming hours and ARPU due to Roku's increasing distribution. The stock is ready for a much needed boost and the platform, given its relatively small size relative to Netflix, has a lot of potential for long term growth in the streaming markets!","news_type":1,"symbols_score_info":{"ROKU":0.9}},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855277858,"gmtCreate":1635380763911,"gmtModify":1635380763911,"author":{"id":"3586496264591508","authorId":"3586496264591508","name":"kw29","avatar":"https://static.tigerbbs.com/6efbbd1c6d6ca3a1223c2f038c8267c6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586496264591508","authorIdStr":"3586496264591508"},"themes":[],"htmlText":"[Miser] ","listText":"[Miser] 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","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847313979","repostId":"2182702412","repostType":4,"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841777386,"gmtCreate":1635946589411,"gmtModify":1635946589516,"author":{"id":"3586496264591508","authorId":"3586496264591508","name":"kw29","avatar":"https://static.tigerbbs.com/6efbbd1c6d6ca3a1223c2f038c8267c6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586496264591508","authorIdStr":"3586496264591508"},"themes":[],"htmlText":"[Happy] ","listText":"[Happy] ","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841777386","repostId":"1136542045","repostType":4,"repost":{"id":"1136542045","kind":"news","pubTimestamp":1635943186,"share":"https://www.laohu8.com/m/news/1136542045?lang=&edition=full","pubTime":"2021-11-03 20:39","market":"us","language":"en","title":"Roku: Buy The Drop Before Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1136542045","media":"seekingalpha","summary":"Summary\n\nRoku went through a 35% drop in pricing since July.\nRoku benefits from a shift to streaming","content":"<p><b>Summary</b></p>\n<ul>\n <li>Roku went through a 35% drop in pricing since July.</li>\n <li>Roku benefits from a shift to streaming TV and will continue to grow rapidly.</li>\n <li>Roku has more potential than Netflix and is growing faster.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57ed3840909e6e435144742858e611c6\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p>\n<p>Shares of Roku (NASDAQ:ROKU) face a fresh catalyst this week when the streaming service provider is set to open up its books for the third-quarter tomorrow. Buyers can look forward to improving user monetization, rising average revenues per user and strong account growth!</p>\n<p><b>Strong commercial performance and user monetization</b></p>\n<p>Roku has reliably delivered strong earnings cards in the past. The streaming company, which is in direct competition for streaming accounts with the likes of Netflix(NASDAQ:NFLX)and Disney(NYSE:DIS), has seen an acceleration of growth during the Coronavirus pandemic of 2020. The pandemic also accelerated the shift from TV to streaming services, benefiting Roku and its distribution model. The reopening of the economy and the easing of stay-at-home restrictions, however, raised concerns over slowing account growth on Roku's platform.</p>\n<p>In the second-quarter, Roku generated $532.3M in platform revenues, showing 117% year over year growth. Total revenues accelerated to $645.1M- not a new record- but the 81% revenue growth rate was still impressive. Roku's platform gross margins were 64.8%, signifyingan 8.2 PP improvement over the year-earlier period. Roku is growing and becoming more profitable.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/018e9fe8b069e3651f09334e7dfb906e\" tg-width=\"1180\" tg-height=\"451\" width=\"100%\" height=\"auto\"><span>Source: Roku</span></p>\n<p>Roku's revenues can be broken down into two key components: Account growth and ARPU. Roku's active accounts topped 55M in the second-quarter and the streaming platform added 1.5M new accounts in Q2'21. Active accounts are defined as accounts that have streamed content on Roku's platform within the last 30 days. The number of Roku's active accounts has steadily increased over time and hit an all time record in the second-quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab8d1b4e3f67d06f0d00d7fb90d76cd9\" tg-width=\"721\" tg-height=\"463\" width=\"100%\" height=\"auto\"><span>Source: Statista</span></p>\n<p>Roku's account growth and engagement slowed a bit in the second-quarter, but year over year growth rates were still impressive. Active accounts posted a 28% year over year gain while average revenues per user, ARPU, a key platform metric for Roku, surged 46% year over year to $36.46. ARPU is a very important metric for streaming companies because it shows how content distribution and engagement translate into user monetization. Roku's ARPU accelerated during FY 2021, showing a growth rate of 32% in Q1'21 and 46% in Q2'21.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b5e3a35c27bf2b2e1489a58b9802cfe\" tg-width=\"905\" tg-height=\"416\" width=\"100%\" height=\"auto\"><span>Source: Author, Roku</span></p>\n<p>For the third-quarter, I expect Roku to present a continuation of these trends. I estimate that the streaming service company will add another 5.5M active accounts to its platform in FY 2021; 1.6M in Q3'21 and 3.9M in Q4'21… the last quarter of the year is typically a very good one for customer acquisition. Regarding average revenues per user, I expect a total year over year growth rate surpassing 40% as Roku's growing distribution and acceleration of streaming TV adoption will fuel the firm's monetization. For Q3'21, I model 6% quarter over quarter growth in ARPU to $38.77.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/061827973c0edb6c7b543cc8f3b44a07\" tg-width=\"907\" tg-height=\"482\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p>\n<p><b>Roku is set for a record quarter</b></p>\n<p>Strong user account growth and higher ARPUs will show up in record revenues for Roku's third-quarter. The firm guided for revenues of $675 - $685M for the third-quarter. If Roku's third-quarter earnings card shows strong growth in active accounts, hours streamed and average revenues per user, the stock could get a much-needed boost.</p>\n<p>Shares of Roku have fallen from a high at $490.76 in July to $317.72 on Monday. This represents a 35% drop in pricing over three months on concerns over slowing post-pandemic account growth and declining user engagement.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1cd2eec59aaa4f5713050b225e2a95e\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><b>Roku is a better deal than Netflix due to faster sales growth</b></p>\n<p>Netflix has been dominating the streaming games for more than a decade. The streaming firm counted 213.56M paying subscribers in the third-quarter and projected 222.06M paid memberships for the fourth-quarter. Year over year subscriber growth for Q3'21 and Q4'21 are around 9%… significantly below Roku's account growth rates of 28% (based off of Q3'21).</p>\n<p>Roku had 55.1M active accounts in the third-quarter and I project that the number of active accounts can grow to 60.6M by year-end. Netflix is still about four times larger than Roku regarding subscriber base. Netflix's revenues in the third-quarter were $7.48B… which is eleven times larger than Roku's Q3'21 revenue forecast. There is also a big difference in equity and enterprise value between the two streaming platforms… the difference being that Netflix has a significantly larger valuation than Roku.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a809d08d9a664b24374e8a9e6217911\" tg-width=\"635\" tg-height=\"481\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>However, Roku is expected to grow sales at twice the rate Netflix is expected to grow. Higher growth expectations justify a higher valuation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8150a5bf4db2758d20c6b687c8f2de19\" tg-width=\"726\" tg-height=\"647\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha</span></p>\n<p><b>Risks with Roku</b></p>\n<p>A slowdown in revenue and account growth, dropping user engagement and weaker customer monetization are risk factors that have the potential to put Roku's valuation under pressure. The firm will still grow its top lines in revenues and accounts in the third-quarter, but a more severe slowdown in these metrics would likely result in a lower sales multiplier factor for shares of Roku. ARPU is possibly the most important metric for Roku to track the platform's monetization success. If ARPU growth turns negative, which is not probable and not plausible, it would change my outlook on the stock.</p>\n<p><b>Final thoughts</b></p>\n<p>Roku is facing a fresh catalyst this week when the platform puts its earnings card for the third-quarter on the table. I believe we will see strong growth rates in accounts, streaming hours and ARPU due to Roku's increasing distribution. The stock is ready for a much needed boost and the platform, given its relatively small size relative to Netflix, has a lot of potential for long term growth in the streaming markets!</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: Buy The Drop Before Earnings</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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: Buy The Drop Before Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-03 20:39 GMT+8 <a href=https://seekingalpha.com/article/4464408-roku-buy-the-drop-before-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nRoku went through a 35% drop in pricing since July.\nRoku benefits from a shift to streaming TV and will continue to grow rapidly.\nRoku has more potential than Netflix and is growing faster.\n\n...</p>\n\n<a href=\"https://seekingalpha.com/article/4464408-roku-buy-the-drop-before-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"https://seekingalpha.com/article/4464408-roku-buy-the-drop-before-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136542045","content_text":"Summary\n\nRoku went through a 35% drop in pricing since July.\nRoku benefits from a shift to streaming TV and will continue to grow rapidly.\nRoku has more potential than Netflix and is growing faster.\n\nMichael Vi/iStock Editorial via Getty Images\nShares of Roku (NASDAQ:ROKU) face a fresh catalyst this week when the streaming service provider is set to open up its books for the third-quarter tomorrow. Buyers can look forward to improving user monetization, rising average revenues per user and strong account growth!\nStrong commercial performance and user monetization\nRoku has reliably delivered strong earnings cards in the past. The streaming company, which is in direct competition for streaming accounts with the likes of Netflix(NASDAQ:NFLX)and Disney(NYSE:DIS), has seen an acceleration of growth during the Coronavirus pandemic of 2020. The pandemic also accelerated the shift from TV to streaming services, benefiting Roku and its distribution model. The reopening of the economy and the easing of stay-at-home restrictions, however, raised concerns over slowing account growth on Roku's platform.\nIn the second-quarter, Roku generated $532.3M in platform revenues, showing 117% year over year growth. Total revenues accelerated to $645.1M- not a new record- but the 81% revenue growth rate was still impressive. Roku's platform gross margins were 64.8%, signifyingan 8.2 PP improvement over the year-earlier period. Roku is growing and becoming more profitable.\nSource: Roku\nRoku's revenues can be broken down into two key components: Account growth and ARPU. Roku's active accounts topped 55M in the second-quarter and the streaming platform added 1.5M new accounts in Q2'21. Active accounts are defined as accounts that have streamed content on Roku's platform within the last 30 days. The number of Roku's active accounts has steadily increased over time and hit an all time record in the second-quarter.\nSource: Statista\nRoku's account growth and engagement slowed a bit in the second-quarter, but year over year growth rates were still impressive. Active accounts posted a 28% year over year gain while average revenues per user, ARPU, a key platform metric for Roku, surged 46% year over year to $36.46. ARPU is a very important metric for streaming companies because it shows how content distribution and engagement translate into user monetization. Roku's ARPU accelerated during FY 2021, showing a growth rate of 32% in Q1'21 and 46% in Q2'21.\nSource: Author, Roku\nFor the third-quarter, I expect Roku to present a continuation of these trends. I estimate that the streaming service company will add another 5.5M active accounts to its platform in FY 2021; 1.6M in Q3'21 and 3.9M in Q4'21… the last quarter of the year is typically a very good one for customer acquisition. Regarding average revenues per user, I expect a total year over year growth rate surpassing 40% as Roku's growing distribution and acceleration of streaming TV adoption will fuel the firm's monetization. For Q3'21, I model 6% quarter over quarter growth in ARPU to $38.77.\nSource: Author\nRoku is set for a record quarter\nStrong user account growth and higher ARPUs will show up in record revenues for Roku's third-quarter. The firm guided for revenues of $675 - $685M for the third-quarter. If Roku's third-quarter earnings card shows strong growth in active accounts, hours streamed and average revenues per user, the stock could get a much-needed boost.\nShares of Roku have fallen from a high at $490.76 in July to $317.72 on Monday. This represents a 35% drop in pricing over three months on concerns over slowing post-pandemic account growth and declining user engagement.\nData by YCharts\nRoku is a better deal than Netflix due to faster sales growth\nNetflix has been dominating the streaming games for more than a decade. The streaming firm counted 213.56M paying subscribers in the third-quarter and projected 222.06M paid memberships for the fourth-quarter. Year over year subscriber growth for Q3'21 and Q4'21 are around 9%… significantly below Roku's account growth rates of 28% (based off of Q3'21).\nRoku had 55.1M active accounts in the third-quarter and I project that the number of active accounts can grow to 60.6M by year-end. Netflix is still about four times larger than Roku regarding subscriber base. Netflix's revenues in the third-quarter were $7.48B… which is eleven times larger than Roku's Q3'21 revenue forecast. There is also a big difference in equity and enterprise value between the two streaming platforms… the difference being that Netflix has a significantly larger valuation than Roku.\nData by YCharts\nHowever, Roku is expected to grow sales at twice the rate Netflix is expected to grow. Higher growth expectations justify a higher valuation.\nSource: Seeking Alpha\nRisks with Roku\nA slowdown in revenue and account growth, dropping user engagement and weaker customer monetization are risk factors that have the potential to put Roku's valuation under pressure. The firm will still grow its top lines in revenues and accounts in the third-quarter, but a more severe slowdown in these metrics would likely result in a lower sales multiplier factor for shares of Roku. ARPU is possibly the most important metric for Roku to track the platform's monetization success. If ARPU growth turns negative, which is not probable and not plausible, it would change my outlook on the stock.\nFinal thoughts\nRoku is facing a fresh catalyst this week when the platform puts its earnings card for the third-quarter on the table. I believe we will see strong growth rates in accounts, streaming hours and ARPU due to Roku's increasing distribution. The stock is ready for a much needed boost and the platform, given its relatively small size relative to Netflix, has a lot of potential for long term growth in the streaming markets!","news_type":1,"symbols_score_info":{"ROKU":0.9}},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883807177,"gmtCreate":1631231190299,"gmtModify":1632883838526,"author":{"id":"3586496264591508","authorId":"3586496264591508","name":"kw29","avatar":"https://static.tigerbbs.com/6efbbd1c6d6ca3a1223c2f038c8267c6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586496264591508","authorIdStr":"3586496264591508"},"themes":[],"htmlText":"Micron stocks ","listText":"Micron stocks ","text":"Micron stocks","images":[{"img":"https://static.tigerbbs.com/84e8f244178dc60e4ca8b15d2fba1c0d","width":"750","height":"1555"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883807177","isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":162386381,"gmtCreate":1624034734143,"gmtModify":1634023720371,"author":{"id":"3586496264591508","authorId":"3586496264591508","name":"kw29","avatar":"https://static.tigerbbs.com/6efbbd1c6d6ca3a1223c2f038c8267c6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586496264591508","authorIdStr":"3586496264591508"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162386381","repostId":"1175119628","repostType":4,"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}