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Pepe Maltese
@pepemaltese
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 might be the most undervalued platform in CTV.
#Roku #AdTech #Earnings #CTV #TTD
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Pepe Maltese · 41w
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