Roku (NASDAQ:ROKU) 株価情報

ROKU INC

Roku

Roku enables consumers to stream television programming. It has more than 90 million streaming households and provided 127 billion streaming hours in 2024. Roku is the top streaming operating system in the US, reaching more than half of broadband households, according to the company. Roku's OS is built into streaming devices and televisions that Roku sells and on connected televisions from other manufacturers that license Roku's name and software. Roku also operates the Roku Channel, a free, ad-supported streaming television platform that offers a mix of on-demand and live television programming. Roku generates revenue primarily from selling devices, licensing, and advertising, and it receives fees from subscription streaming platforms that sell subscriptions through Roku.

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月曜日、Cathie Wood率いるArk Investが一連の大きな取引を行い、その中で最も注目されたのがCoinbase Global Inc.（コインベース）（NASDAQ:COIN）だった。これは、特に暗号通貨市場にとっては不穏な状況の中で行われた取引だ。今回のCOIN売買

アークインベストメント　コインベース株を売却

Roku Inc

Citigroup analyst Jason Bazinet maintains Roku (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) with a Neutral and lowers the price target from $81 to $68.

Price Target

Analyst Ratings

Citigroup Maintains Neutral on Roku, Lowers Price Target to $68

<a href="https://www.hollywoodreporter.com/business/business-news/trump-jon-voight-unveils-hollywood-movies-tariffs-1236207690/">https://www.hollywoodreporter.com/business/business-news/trump-jon-voight-unveils-hollywood-movies-tariffs-1236207690/</a>

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'Trump Ambassador Jon Voight Unveils His Plan to "Make Hollywood Great Again"'- The Hollywood Reporter

<a href="https://www.hollywoodreporter.com/business/business-news/white-house-clarifies-trump-movie-tariff-1236207216/">https://www.hollywoodreporter.com/business/business-news/white-house-clarifies-trump-movie-tariff-1236207216/</a>

'White House Says "No Final Decisions" Have Been Made on Movie Tariffs, Still "Exploring All Options"'- Hollywood Reporter

WIIM

Shares of film and streaming platform companies are trading lower after President Trump announced a 100% tariff on movies produced outside the country.

Loop Capital analyst Alan Gould maintains Roku (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) with a Hold and lowers the price target from $90 to $80.

Loop Capital Maintains Hold on Roku, Lowers Price Target to $80

Wells Fargo analyst Steven Cahall maintains Roku (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) with a Overweight and raises the price target from $93 to $100.

Wells Fargo Maintains Overweight on Roku, Raises Price Target to $100

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>META</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/02/25</td>
<td>$600.00</td>
<td>$65.9K</td>
<td>15.4K</td>
<td>78.1K</td>
</tr>
<tr>
<td>RDDT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>05/09/25</td>
<td>$124.00</td>
<td>$69.4K</td>
<td>54</td>
<td>722</td>
</tr>
<tr>
<td>NFLX</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$1200.00</td>
<td>$113.1K</td>
<td>1.7K</td>
<td>285</td>
</tr>
<tr>
<td>BIDU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>10/17/25</td>
<td>$105.00</td>
<td>$63.0K</td>
<td>639</td>
<td>128</td>
</tr>
<tr>
<td>ROKU</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>05/16/25</td>
<td>$80.00</td>
<td>$34.8K</td>
<td>99</td>
<td>22</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For META (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), we notice a call option sweep that happens to be bullish, is expiring today. Parties traded 132 contract(s) at a $600.00 strike. This particular call needed to be split into 39 different trades to become filled. The total cost received by the writing party (or parties) was $65.9K, with a price of $497.0 per contract. There were 15466 open contracts at this strike prior to today, and today 78124 contract(s) were bought and sold. 
• Regarding RDDT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDDT#NYSE">RDDT</a>), we observe a call option sweep with neutral sentiment. It expires in 7 day(s) on May 9, 2025. Parties traded 204 contract(s) at a $124.00 strike. This particular call needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $69.4K, with a price of $342.0 per contract. There were 54 open contracts at this strike prior to today, and today 722 contract(s) were bought and sold. 
• Regarding NFLX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>), we observe a call option sweep with neutral sentiment. It expires in 49 day(s) on June 20, 2025. Parties traded 30 contract(s) at a $1200.00 strike. This particular call needed to be split into 19 different trades to become filled. The total cost received by the writing party (or parties) was $113.1K, with a price of $3770.0 per contract. There were 1788 open contracts at this strike prior to today, and today 285 contract(s) were bought and sold. 
• For BIDU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>), we notice a call option sweep that happens to be neutral, expiring in 168 day(s) on October 17, 2025. This event was a transfer of 118 contract(s) at a $105.00 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $63.0K, with a price of $534.0 per contract. There were 639 open contracts at this strike prior to today, and today 128 contract(s) were bought and sold. 
• Regarding ROKU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>), we observe a put option trade with neutral sentiment. It expires in 14 day(s) on May 16, 2025. Parties traded 20 contract(s) at a $80.00 strike. The total cost received by the writing party (or parties) was $34.8K, with a price of $1740.0 per contract. There were 99 open contracts at this strike prior to today, and today 22 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

BIDU

RDDT

5 Communication Services Stocks With Whale Alerts In Today's Session

Roku, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) shares are trading lower on Friday after the company <a href="https://www.benzinga.com//node/45152693">issued guidance below estimates.</a>
What To Know: Roku expects second-quarter sales of $1.07 billion, versus the consensus estimate of $1.09 billion. Device revenue is expected to remain consistent with 2024 levels, but tariff-related impacts remain difficult to project.
For the full year, Roku cut its sales guidance to $4.55 billion, versus the consensus estimate of $4.57 billion. Furthermore, the company projected platform revenue to increase 14% year-over-year and device revenue to decline 10% year-over-year.
In the company&#8217;s letter to shareholders it said, &#8220;While there is more macro uncertainty than normal, we are providing our best outlook based on our current visibility and what we are observing in our business.&#8221;
Analyst Changes: Following the earnings report, multiple analysts lowered their price targets.
<ul>
<li>Rosenblatt analyst Barton Crockett maintained a Neutral rating on Roku and lowered the price target from&nbsp;$100&nbsp;to&nbsp;$75.</li>
<li>Evercore ISI Group analyst Shweta Khajuria maintained an In-Line rating on Roku and lowered the price target from&nbsp;$105&nbsp;to&nbsp;$80.</li>
</ul>
Related Link: <a href="https://www.benzinga.com/25/05/45170457/100000-in-tuition-for-a-40000-salary-these-college-degrees-have-the-worst-financial-return">$100,000 In Tuition For A $40,000 Salary? These College Degrees Have The Worst Financial Return</a>
ROKU Price Action: At the time of writing, Roku shares are trading 6.36% lower at $62.99, according to data from <a href="https://www.benzinga.com/pro/">Benzinga Pro.</a>
Image: via Shutterstock

Movers

What's Going On With Roku Stock Friday?

Guggenheim analyst Michael Morris reiterates Roku (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) with a Buy and maintains $100 price target.

Reiteration

Guggenheim Reiterates Buy on Roku, Maintains $100 Price Target

Shares of Roku Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) fell in early trading on Friday despite the company&#8217;s upbeat <a href="https://www.benzinga.com/news/earnings/25/05/45152693/roku-q1-double-beat-adds-new-streaming-platform-shares-drop-on-cautious-guidance-tariff-risks">first-quarter results on Thursday.</a>
The announcement came amid an <a href="https://www.benzinga.com/earnings">exciting earnings season</a>. Here are some key analyst takeaways.
Rosenblatt Securities On Roku
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/586cf168351b9b0001a3054e/barton-crockett">Analyst Barton Crockett</a> reiterated a Neutral rating, while slashing the price target from $100 to $75.
Although Roku&#8217;s first-quarter results were positive, with 16% year-on-year revenue growth and 37% growth in adjusted EBITDA, they were near expectations, Crockett said in a note. The company expected revenue growth to decelerate to 11% in the second quarter, with a decline in the Devices business line, he added.
Management projected second-quarter adjusted EBITDA of $70 million, the analyst stated. While the deceleration in Devices "shouldn&#8217;t matter," the stock could continue trading at a lower multiple "in this environment," he further wrote.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
Needham On Roku
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/580607ae846faa000106ab43/laura-martin">Analyst Laura Martin</a> maintained a Buy rating and price target of $88.50.
Roku reported strong quarterly results, with revenues of $1.02 billion and adjusted EBITDA of $56 million, above expectations, Martin said. The company reiterated its full-year Platform segment revenue guidance of $3.95 billion, up 12% year-on-year, she added.
While Roku&#8217;s underlying growth is likely to be mid-teens in 2025, revenue growth may decelerate slightly in the back half of the year due to tough comps, the analyst stated. "Roku is our top pick for 2025," he further wrote.
JPMorgan On Roku
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/6006d04ba6fe6f00019855f6/cory-carpenter">Analyst Cory Carpenter</a> reaffirmed an Overweight rating and price target of $75.
Roku's Platform revenues grew 17% in the first quarter, slightly exceeded the guidance of 16%, Carpenter said. Management reiterated full-year Platform growth of 12%, he added.
"We believe Roku is likely to be more resilient than before given its programmatic integrations, a more diversified Platform revenue base that relies less on M&amp;E &amp; direct scatter buys, and a mgmt team more focused on monetization," the analyst wrote.
Guggenheim Securities On Roku
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58b59ca9b85e930001267b7f/michael-morris">Analyst Michael Morris</a> reiterated a Buy rating and price target of $100.
Roku reported broadly in-line quarterly results and projected Platform revenue growth of 14% for the second quarter, higher than consensus of 13%, Morris said. The full-year guidance reflects contribution from the Frndly TV acquisition, he added.
The company expects to close the acquisition towards the end of the second quarter and for it to be adjusted EBITDA margin accretive in the first full year, the analyst stated. "Anticipate slight step down in 4Q Platform revenue growth due to tough comp (+19% in 4Q24)," he further wrote.
Benchmark On Roku
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58d3cdb7b85e930001808a59/daniel-kurnos">Analyst Daniel Kurnos</a> reaffirmed a Buy rating and price target of $130.
Roku essentially kept its full-year guidance unchanged, "despite some overall pricing softness," Kurnos said. The pricing issues were more than offset by volume growth, he added.
Although the full-year guidance reflects contributions from an acquisition, the company is small and the deal will not even close until late in the second quarter, the analyst stated. "Yes, it is true that 1Q lacked the standard upside we have all come to expect on a current quarter, but the 2Q outlook was solid on platform across the board after factoring in a touch more gross margin sensitivity as mix shifts incrementally towards programmatic," he further wrote.
Wedbush On Roku
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/61a5f4316788ac00012ad71d/alicia-reese">Analyst Alicia Reese</a> maintained an Outperform rating and price target of $100.
Roku reported revenues of $1.021 billion, beating consensus of $1.007 billion, Reese said. "Roku maintained its 2025 EBITDA guidance and 2026 target for positive operating income, emphasizing its focus on profitable expansion," she added.
Roku is expanding its ARPU (average revenue per user) through increased ad inventory and enhanced targeting, the analyst stated.
Citizens On Roku
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/668279aa7ee1530001b49265/matthew-condon">Analyst Matthew Condon</a> reaffirmed a Market Outperform rating and price target of $95.
Our key takeaway is that Roku is not seeing any material impact on advertising demand from the "macro environment in 2Q, as it reiterated its 2025 platform revenue and EBITDA guidance," Condon said. Advertisers are shifting their spend to "non-guaranteed programmatic buying for increased flexibility and measurable ROI amid macro uncertainty" and Roku is well positioned to meet the increase in demand, he added.
"While this shift impacts platform gross profit margins in the near term, we believe Roku is tapping into incremental demand with its programmatic capabilities, which should benefit the company long term," the analyst further wrote.
ROKU Price Action: Shares of Roku had declined by 6.7% to $62.70 at the time of publication on Friday.
Read More:
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<li> <a href="https://www.benzinga.com/news/25/04/45045012/sabre-divests-hospitality-arm-tpg-plans-debt-reductioncore-platform-focus"> Warren Buffett&#8217;s Compounders Crush Cathie Wood&#8217;s Disruptors Over The Long Haul</a></li>
</ul>
Photo: Shutterstock

Analyst Color

Earnings Beats

Trading Ideas

Analysts Split On Roku, But One Names It 'Top Pick For 2025'

Wedbush analyst Alicia Reese reiterates Roku (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) with a Outperform and maintains $100 price target.

Wedbush Reiterates Outperform on Roku, Maintains $100 Price Target

Benchmark analyst Daniel Kurnos reiterates Roku (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) with a Buy and maintains $130 price target.

Benchmark Reiterates Buy on Roku, Maintains $130 Price Target

JMP Securities analyst Matthew Carletti reiterates Roku (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) with a Market Outperform and maintains $95 price target.

JMP Securities Reiterates Market Outperform on Roku, Maintains $95 Price Target

Evercore ISI Group analyst Shweta Khajuria maintains Roku (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) with a In-Line and lowers the price target from $105 to $80.

Evercore ISI Group Maintains In-Line on Roku, Lowers Price Target to $80

<a href="https://www.benzinga.com/topic/warren-buffett">Warren Buffett</a> and <a href="https://www.benzinga.com/topic/cathie-woodhttps://www.benzinga.com/topic/cathie-wood">Cathie Wood</a> may both be stock-picking legends, but their portfolios might as well be from different galaxies. While Buffett cruises the investing seas with old-school juggernauts, Wood launches rockets hoping they'll land on the moon &#8211; or at least avoid burning up on re-entry.
<h2 class="wp-block-heading">Tech Vs. Tact: A Tale Of Two Strategies</h2>
Data from HedgeFollow <a href="https://hedgefollow.com/funds/Berkshire+Hathaway" target="_blank" rel="noopener">suggests that</a> in the fourth quarter of 2024, Buffett's Berkshire Hathaway Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) clocked in a respectable 2.74% gain, quietly pushing his war chest to a towering $267 billion.
Meanwhile, Cathie Wood's ARK Innovation Fund (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKK#BATS">ARKK</a>) lit up with a scorching 23.82% quarterly return &#8211; but before ARK fans pop champagne, the long-term picture tells a more sobering story.
Over the past three years, Buffett's top 50 holdings (weighted) returned +20.29%, while Wood's delivered a bruising -33.63%. That's not just a bad quarter &#8211; it's a full-blown crash landing.
<h2 class="wp-block-heading">Buffett's Billion-Dollar Boring Works Brilliantly</h2>
The difference? 
Buffett's portfolio is a fortress of slow-burning compounders. His crown jewel, Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), takes up 28% of his portfolio and has returned a jaw-dropping +438.8% from its average buy price.
Throw in American Express Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>) (+277.6%), Bank of America Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>) (+55.8%) and Coca-Cola Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>) (+77%), and it's clear the Oracle of Omaha is still the king of buying great companies at great prices… and holding them forever.
Read Also: <a href="https://www.benzinga.com/25/04/44969765/cathie-wood-buys-more-nvidia-and-amd-stock-as-chinese-tech-giants-stockpile-chips-amid-looming-us-export-curbs">Cathie Wood Buys More NVIDIA And AMD Stock As Chinese Tech Giants Stockpile Chips Amid Looming US Export Curbs</a>
<h2 class="wp-block-heading">Cathie's High-Flyers Keep Crashing Back To Earth</h2>
Cathie Wood, on the other hand, is all about "disruption" — and sometimes, the disruption is in her portfolio&#8217;s value. Take Roku Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>), down 46.6% from her average buy-in, and Block Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XYZ#NYSE">XYZ</a>), down -50.1%. Her top bets, like Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and Coinbase Global Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>), have had moments of glory, but the overall portfolio has been whipsawed by volatility and drawn-out tech drawdowns.
To her credit, Wood&#8217;s fourth-quarter comeback shows that high-beta bets can pay off—just not consistently. While her fund has a whopping 181 holdings, many are moonshots still waiting for liftoff.
Overall, Buffett's performance shows the power of patience and pricing. Wood? She's still betting on the future &#8211; but it seems Buffett is quietly owning it.
Which camp would you rather retire in &#8211; the steady compounder or the volatile visionary?
Read Next: 
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<li><a href="https://www.benzinga.com/news/25/04/45029505/warren-buffett-reveals-the-one-easy-way-to-become-worth-50-more-than-you-are-now">Warren Buffett Reveals &#8216;The One Easy Way To Become Worth 50% More Than You Are Now&#8217;</a></li>
</ul>
Photo: Shutterstock

Long Ideas

Specialty ETFs

Hedge Funds

AAPL

ARKK

TSLA

Warren Buffett's Compounders Crush Cathie Wood's Disruptors Over The Long Haul

Rosenblatt analyst Barton Crockett maintains Roku (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) with a Neutral and lowers the price target from $100 to $75.

Rosenblatt Maintains Neutral on Roku, Lowers Price Target to $75

U.S. stock futures were higher this morning, with the Dow futures gaining around 200 points on Friday.
Shares of Block, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XYZ#NYSE">XYZ</a>) fell sharply in today's pre-market trading after the company reported <a href="https://www.benzinga.com/quote/xyz/earnings">worse-than-expected first-quarter financial results.</a>
Block reported quarterly earnings of 56 cents per share, which missed market estimates of 87 cents per share. Quarterly revenue came in at $5.77 billion, missing the consensus estimate of $6.2 billion.
Block shares dipped 21.9% to $45.66 in the pre-market trading session.
Here are some other stocks moving lower in pre-market trading.
<ul>
<li>Advantage Solutions Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADV#NASDAQ">ADV</a>) fell 18.9% to $1.07 in pre-market trading. Advantage Solutions will release financial results for the first quarter on May 12.</li>
<li>Ardelyx, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARDX#NASDAQ">ARDX</a>) dipped 16.4% to $4.57 in pre-market trading after the company reported worse-than-expected quarterly financial results.</li>
<li>Atlassian Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEAM#NASDAQ">TEAM</a>) declined 16% to $192.35 in pre-market trading after the company issued fourth-quarter sales guidance below estimates.</li>
<li>LendingTree, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TREE#NASDAQ">TREE</a>) fell 12.9% to $47.14 in pre-market trading after the company reported worse-than-expected first-quarter sales results, issued second-quarter sales guidance below estimates, and cut its FY25 sales guidance.</li>
<li>Cytokinetics, Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CYTK#NASDAQ">CYTK</a>) dipped 12.1% to $37.71 in pre-market trading after the company announced the FDA has extended the Prescription Drug User Fee Act action date for Aficamten.</li>
<li>Roku, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) dropped 6.4% to $63.00 in pre-market trading after the company issued FY25 sales guidance below estimates.</li>
<li>Ingersoll Rand Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IR#NYSE">IR</a>) fell 4.7% to $72.63 in pre-market trading as the company posted downbeat quarterly results and lowered its FY2025 earnings guidance.</li>
<li>Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) fell 2.9% to $207.24 in today's pre-market trading. Apple reported fiscal second-quarter revenue of $95.36 billion, beating analyst estimates of $94.53 billion. The Cupertino-based company reported second-quarter earnings of $1.65 per share, beating analyst estimates of $1.63 per share. The company&#8217;s CEO Tim Cook said that the tech giant expects a $900 million cost impact in the June quarter due to tariffs.</li>
<li>Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) fell 2.3% to $185.93 in pre-market trading. Amazon reported stronger-than-expected first-quarter financial results after market close Thursday. The company said it expects second-quarter net sales of $159 billion to $164 billion, up 7% to 11%. Analysts expect the company to have net sales of $160.91 billion in the quarter.</li>
</ul>
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</ul>
Photo via Shutterstock

Pre-Market Outlook

AMZN

ARDX

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Block, Atlassian, Apple, Roku, Amazon And Other Big Stocks Moving Lower In Friday's Pre-Market Session

Needham analyst Laura Martin reiterates Roku (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) with a Buy and maintains $88.5 price target.

Needham Reiterates Buy on Roku, Maintains $88.5 Price Target

Roku shares are trading lower after the company issued FY25 and Q2 sales guidance below estimates.

Roku Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) reported first-quarter financial results after <a href="https://www.benzinga.com/earnings">market close Thursday.</a>
Here are the key highlights.
What Happened: Roku reported first-quarter revenue of $1.02 billion, up 16% year-over-year. The revenue total beat a Street consensus estimate of $1.01 billion according to data <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0501">from Benzinga Pro</a>.
The company said Platform revenue was $881 million, up 17% year-over-year. Devices revenue in the quarter was $140 million, up 11% year-over-year.
Roku said it continues to increase engagement, ad reach and subscriptions.
The Roku Channel was the number two app on the platform in the U.S. for engagement. Streaming hours on The Roku Channel were up 84% year-over-year in the quarter.
Streaming hours were 35.8 billion in the quarter, up 5.1 billion hours year-over-year.
Roku said its Home Screen is seen by over 125 million people every day and continues to see increased monetization and partnership opportunities.
In the first quarter, Roku partnered with Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) for its streaming hit "Severance." Ahead of the second season, Roku had the first season available for free on The Roku Channel and offered three months free of Apple TV+.
"The successful campaign helped drive both engagement and viewers, including first-time Apple TV+ subscribers," the company said.
Read Also: <a href="https://www.benzinga.com/general/entertainment/25/04/44794514/roku-is-poised-to-benefit-from-higher-ad-spend-says-bullish-analyst">Roku Is Poised To Benefit From Higher Ad Spend, Says Bullish Analyst</a>
Frndly TV Acquisition: Along with quarter earnings, Roku announced the acquisition of subscription streaming service company Frndly TV.
Frndly TV offers 50 live TV channels, on-demand video and cloud-based DVR. The company was founded in 2019. Channels included on the platform include A&amp;E, Hallmark Channel, The History Chanel and Lifetime.
Plans for Frndly TV start at $6.99 per month.
Roku said the acquisition is intended to help with growth of platform revenue and Roku-billed subscriptions.
"Frndly TV's impressive growth and expertise in direct-to-consumer subscription services make it a compelling addition to Roku," Roku CEO Anthony Wood said.
The acquisition is expected to close in the second quarter. Roku paid $185 million in cash, which includes $75 million held back tied to performance goals and milestones over the next two years.
What's Next: Roku is guiding for second-quarter revenue of $1.07 billion, up 11% year-over-year. The total is shy of a Street consensus estimate of $1.09 billion according to Benzinga Pro.
Roku expects second-quarter platform revenue to grow 14% year-over-year with devices revenue expected to decline 10% year-over-year in the quarter.
The company said there is "more macro uncertainty than normal" and called its guidance the best outlook based on its current visibility.
For the full fiscal year, Roku sees revenue hitting $4.55 billion, down from the original guidance of $4.61 billion. The company said it reaffirms platform revenue estimates of $3.95 billion for the full fiscal year.
Devices segment revenue is expected to remain consistent with 2024 levels with the company saying it will have "tariff-related impacts" that are difficult to predict.
"While uncertainty remains, we are confident in our strategy and continue to see a path to achieving positive operating income in 2026," Wood said.
ROKU Price Action: Roku stock is down 4.7% to $64.10 in after-hours trading Thursday versus a 52-week trading range of $48.33 to $104.96.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/25/03/44462004/rokus-expansion-and-integration-strategies-boost-growth-outlook-says-analyst">Roku Has &#8216;War Time&#8217; CEO? Analyst Says Yes And Sees More New Positives For The Company</a></li>
</ul>
Photo: Shutterstock

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