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Q4 Earnings Analysis for Shopify, Roku, Fiverr And Palantir

In my latest Forbes article, I cover the 2020 Q4 earnings for Shopify, Roku, Fiverr and Palantir. More importantly, we explain why tech stocks have been selling off recently despite some healthy earnings reports. We discuss key points in the earnings reports from leading e-commerce software company Shopify (NYSE:SHOP), a company that’s not sitting stagnant by any means. We review Shopify’s product road map and how the company continually innovates to maintain its lead. The company grew revenue 94% YoY to $978M, topping consensus estimates by $64M (7%). Adjusted EPS of $1.58 beat estimates by $0.37. We also discuss Roku…

The Crucial Difference Between Roku and Netflix

Last week, I posted an article exploring the difference between Roku and Netflix. In the article, I pointed out that because Netflix came in strong with the recent earnings, there is no reason to expect Roku will not also come in strong, especially as Covid and stay-at-home orders have accelerated the shift towards Connected TV. It’s easy to compare Roku’s roughly 50 million users to Netflix’s 200 million and to assume Roku is a much smaller company or lagging the subscription behemoths, such as Disney Plus. This is a mistake as the ad-based video-on-demand (AVOD) market is a newer market…

Podcast: Tech Growth Stocks ZM ROKU FSLY BTC and more

I had a great time talking with Ryan Henderson and Brett Schafer on the Chit Chat Money podcast last week. They challenged me with questions on the bear case for Roku and Zoom Video. For instance, they asked if Roku will lose to the tech giants on over-the-top and if Zoom has reached peak usage. We also talked about sensitive topics such as what it’s like being a woman in finance — you’ll hear whether I think it’s more challenging to be a woman in finance or tech and why. We also revisited Fastly, which I’ve been hesitant to invest…

Will Roku Go Boom or Bust This Year

I recently wrote a report analyzing the future of Roku in 2020. My guess is investors will get Roku’s story wrong again this year as the company must choose between its top line and bottom line. Covid-19 offers an important opportunity for Roku as OTT usage is skyrocketing and the company must expand globally for long-term growth. In the earnings report this week, Roku gained 2.9 million incremental active accounts, or a 37% increase year-over-year to 39.8 million total, and streaming hours increased by 1.6 billion to a record 13.2 billion, or a 49% increase year-over-year. Oppenheimer analyst Jason Helfstein…

Roku’s Stock Price: Will There Be Another Pullback?

Roku’s stock price is up by almost 500% over the past two years. Compare this to the S&P 500, which is up less than 25%. That’s 20X more returns than the average stock. The upward trend has not been on a straight line. Roku’s stock price has had four major drawdowns that average about 52%. Two of these drawdowns were greater than 60%. Being long a volatile company like Roku since its IPO is not easy, and it especially takes increased conviction to stay long Roku as we approach the end of the current cycle. However, for those that were…

Roku Q3 Earnings: Choppy But Unshakeable Long-Term

Roku is a company that has proven nearly every bearish prediction wrong with consistent revenue growth despite being surrounded by steep competition and tech heavyweights in over-the-top media. Roku investors that have been long since its IPO have lived through three fifty-percent drawdowns. Therefore, the reaction to earnings this quarter was unlikely to phase anyone who has followed this stock for any length of time. I encouraged my readers to not be phased by market reactions when Roku was priced at $30, when it was priced at $60, and when it was priced again at $30. During that sell-off, I…

Update on $ROKU – Will Roku Miss Earnings?

Will Roku miss earnings? I believe Roku will miss earnings at times, but for the big picture, Roku is at the center of an important trend in advertising and this will make for decent returns now and sizable returns in the future. I also don’t play the earnings game often with stocks as my analysis does not change monthly or quarterly. My conviction on Roku is high and can withstand trade war news or a fledgling quarter, which is normal for smaller companies on the edge of incipient trends. What Investors Got Wrong With Roku The first thing Wall Street…

Prediction: Here’s Why Roku Will Be The Next Tech Darling

Roku’s earnings report for Q3 is scheduled on a potentially volatile trading day depending on how the broader markets react to the mid-term elections. The uncertainty around this outcome, along with rising rates, geopolitical trade uncertainty, and a host of companies tempering their Q4 outlook has caused a style rotation, which has pummeled tech stocks. Regardless, Roku is a mid-cap growth stock in the tech sector that will continually prove itself against headwinds as the company is poised to become one of the most opportunistic growth stories in the market by 2023. The reason for this is simple: connected TV…

Here’s Why Roku Stock Will Surpass $100 In Next Two Years

Roku’s stock (ROKU) is getting a lot of attention after it reported stellar second-quarter results due to 57% year-over-year revenue growth to $156.8 million beating the analyst forecast of $141 million. Compare this to 37% year-over-year revenue growth in Q1. However, as I stated in my Q1 article, the platform revenue is where Roku will continue to see a majority of the gains. The video streaming platform revenue was up 96% during the period to $90.3 million with player revenue up 24% to $66.5 million. Some of the analysis below is taken from an article I wrote last quarter on Seeking Alpha. The…

Long on Roku – Even if they Miss Q1 Earnings

Summary: Despite knee jerk volatility, Roku will become a large cap stock in OTT (over-the-top) within 2-5 years. While Pay TV operators continue to bleed subscribers, Roku has the best business model to capitalize on these losses compared to highly fragmented OTT and SVOD competitors. In addition, Roku has maintained competitive vigor as the number one streaming device in the United States while remaining vendor agnostic. Going global will cement this position. Roku (ROKU) stock prices have fluctuated wildly from being one of the hottest stocks in 2017 with a 400% return from the IPO price of $14 to a…

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