异动解读 | Roku盘前大涨13.53%,Q4业绩超预期及全年乐观指引提振股价

异动解读
Feb 13

流媒体平台Roku Inc(ROKU)今日盘前股价大幅上涨13.53%,引起了市场的广泛关注。

消息面上,公司此前发布了强劲的第四季度财报,业绩全面超出市场预期。财报显示,Roku第四季度销售额同比增长16.1%至13.95亿美元,GAAP每股收益为0.53美元,较分析师预期高出88.8%。

更为重要的是,公司给出了乐观的全年业绩指引,预计2026财年营收中点值将达到55亿美元,高于市场预期的53.4亿美元。其平台业务(包括数字广告和内容分发)成为主要的增长引擎,第四季度平台营收同比增长18%至12.2亿美元。市场分析认为,随着流媒体收视率持续增长以及用户加速向广告型流媒体迁移,Roku正从行业趋势中显著受益,强劲的基本面表现是推动其股价在盘前交易中大涨的主要原因。

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