Roku: Advertising rebound and margin turnaround fuel institutional purchases
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Operational turning point reached: Through strict cost management and more efficient monetization, Roku achieved a significant improvement in adjusted EBITDA, alleviating concerns about long-term profitability. Dominance in the streaming ecosystem: With over 80 million active accounts, the company solidifies its position as the leading TV operating system and disproportionately benefits from the shift of advertising budgets towards Connected TV. Massive volume accumulation: The combination of double-digit platform growth and stabilization...
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