Roku Q1 2025: Mispriced or Misunderstood?
Roku posted +109% EBITDA growth and +15.8% revenue in Q1 — beating most media and ad tech peers. Yet it still trades at <2x P/S.
Here's why this stock migh...
Revenue growth is decelerating — from 22% in Q4 to 15.8% in Q1 — but margins are accelerating.
This isn’t just a “growth story” anymore. It’s a platform leverage story.
EBITDA growth:
Roku: +109%
TTD: +89%
NFLX, GOOGL, AMZN: all lower
#Stocks #Monetization #Valuation
This isn’t just a “growth story” anymore. It’s a platform leverage story.
EBITDA growth:
Roku: +109%
TTD: +89%
NFLX, GOOGL, AMZN: all lower
#Stocks #Monetization #Valuation
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