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Roku, Inc. (ROKU): A Bull Case Theory

We came across a bullish thesis on Roku, Inc. (ROKU) on Substack by LongYield. In this article, we will summarize the bulls’ thesis on ROKU. Roku, Inc. (ROKU)'s share was trading at $60.42 as of May 5th.

[caption id="attachment_1223275" align="aligncenter" width="768"] A modern streaming device on an HD TV, showcasing the company's VOD services.[/caption]

Roku’s Q1 2025 results reinforce its transformation into a leading streaming platform, with continued strength in its high-margin Platform business driving the company’s performance. Total revenue reached $1.021 billion, up...