By Janet H. Cho

When the television streaming company Roku reports third-quarter earnings Thursday afternoon, Wedbush analysts are expecting it to deliver another "solid" quarter.

Wedbush analysts cited Roku's increasingly diversified business model, with "significantly more" advertising opportunities and its growing recommendation functions.

"While Roku is not immune to the impact of tariffs, it can more than offset them through platform growth driven by revenue diversification, expanding DSP partnerships, growing ad inventory, and improved content recommendations," Wedbush wrote in a Monday research note.

DSP refers to demand-side platform technology that enables advertisers to target specific audiences in real-time by automating digital advertising purchases, such as Roku's recent partnership with Amazon.com that the companies said lets advertisers reach an estimated 80 million connected-TV U.S. households.

Wedbush expects Roku to continue gaining market share as advertising spending shifts from traditional, or linear, TV to connected TV.

For the third quarter ended in September, Roku is expected to report earnings of 9 cents a share on revenue of $1.2 billion, according to FactSet.

For the full fiscal year, Wall Street expects Roku to report profit 15 cents a share on revenue of $4.66 billion.

Roku's shares were up 3.6% on Thursday ahead of the earnings announcement. The stock is up 32.7% so far this year and up 27.2% over the past 12 months.

Roku will host a conference call to discuss its financial results at 5 p.m. Eastern time on Thursday.

Write to Janet H. Cho at janet.cho@dowjones.com

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October 30, 2025 11:35 ET (15:35 GMT)

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