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Proactive Investors
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4 months ago
Roku Inc (NASDAQ:ROKU) has a credible path to outperforming its own full-year guidance, driven by political advertising, World Cup viewership, and ongoing improvements to ad fill rates, according to Jefferies. In a mid-year review of its thesis, the investment bank outlined an upside case of roughly 25% year-over-year growth in platform revenue for fiscal 2026, compared to Roku's current guidan...