There’s only a handful of tech companies that touches instills itself into the modern culture we live in. The acronym FANG is so relevant, because we all use those platforms. For people who enjoy media, ROKU is the orphan to NFLX and used by millions.
Personally, I use the Apple TV box and always have. I don’t stream movies for free, like most ROKUFAGS — but I can see how that’s appealing to most who are both poor and degenerate.
An analyst at William Blair is out sucking the dick of ROKU this morning, saying they will reach 80 million subs by 2025.
Streaming business Roku to reach 80 million active accounts by 2025, William Blair said Tuesday.
“Roku will experience similar phased stages of international growth as Netflix did during its international expansion,” said William Blair’s Ralph Schackart.
Shares of Roku, which sells its own streaming devices with thousands of channels and also provides an operating system for smart TVs, have been on a tear this year, climbing nearly 370% since January.
The company is growing the top end by 59% per quarter, trading at 16x. Based upon back of the envelope extrapolations rooted in simple mathematics, the stock should hit $225 by next year, this time. So is it the next NFLX or is it just a fucking TIVO?
My opinion is flaccid — because I don’t use the product — but the numbers are rock fucking solid. Also, it was my overnight pick last night, so I am shamelessly promoting it now.
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SILVER!!!!
Yeah Silver, bit you’re still fucking annoying as hell.
As I began reading your post, first thing that came to mind was TIVO as I was a huge fan of their technology from the very beginning. My only concern then, and was proven correct, was that anyone could do the same thing.
What’s to stop competitors from doing exactly what Roku is doing? Can they differentiate themselves somehow to gain a competitive advantage. I don’t see it.
Try loading your walmart OS on 200m TVs worldwide (or whatever the fuck the number ROKU has achieved). good luck attacking that lock-in. sounds like a monster of a moat to me.
ROKU is the OS of internet TV. everyone else is playing for last place.
Well NFLX has something that ROKU doesn’t: negative cash flow and out-of-control content costs.
Given the Barron’s article over the weekend and the Motley Fool plug this morning, and a weak stock market, if I were to buy it, i’d wait
https://www.barrons.com/articles/roku-stock-cord-cutting-51566598777
https://www.fool.com/investing/2019/08/27/have-we-hit-peak-roku.aspx
Research is always useful, but can at tiems be difficult. For those interested in ROKU, I would strongly advise at least one thing: if you do not have a Roku box or Roku TV, you should go to a store and see waht it is like. if you don’t like the product, don’t buy the stock.
In other news, the pre-open spike in TLT foreshadowed today’s market switch to red.
Yo Fly congrats on your recent settling into NC! Sounds like its quiet as FUCK down there, its a long way from Asbury and the Jonas brothers on the boardwalk last nite…*blech*. ROKU has been keeping me cock rock hard for months now i almost chickened out a couple months ago but glad I didnt. Full disclosure Ill ride this analyst wave a bit more since im a greedy filthy rotten scoundrel!!!!!