Roku Inc (NAS:ROKU)
$ 141.97 +0.30 (+0.21%) Market Cap: 21.06 Bil Enterprise Value: 19.18 Bil PE Ratio: 106.74 PB Ratio: 7.84 GF Score: 79/100

Roku Inc at Nasdaq London Investor Conference Transcript

Dec 10, 2025 / 01:00PM GMT
Release Date Price: $105.36 (-0.19%)
Thomas Yeh
Morgan Stanley & Co Ltd - Analyst

All right. We can get started. Please note that important disclosures appear as a handout available in the registration area and on the Morgan Stanley public website. With that, I'm Thomas Yeh, media and entertainment analyst at Morgan Stanley. It is my sincere pleasure to welcome Dan Jedda, CFO of Roku.

Dan, thanks so much for being here.

Dan Jedda
Roku Inc - Chief Financial Officer, Chief Operating Officer

Yeah. Thanks for having us. We're excited to be here.

Questions & Answers

Thomas Yeh
Morgan Stanley & Co Ltd - Analyst

Great. So at a high level, I just wanted to start off with talking about the fundamental growth drivers of the company from here as you see it. You're exiting this year seeing acceleration in the core platform revenue growth to roughly 20%. Can you just help us unpack the drivers between content distribution, advertising opportunities that support your confidence in being able to sustain that double-digit growth rate

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