Roku (NASDAQ:ROKU) earned $183 million in the third quarter, up from $25 million a year ago, as revenue rose 24% to about $1.5 billion. Shares were roughly flat in early after-hours trading. Most of that profit gain is real: Roku's ad business is growing fast and keeping more of each dollar. But lower marketing spend also helped, and Roku expects a big part of that cost to land in Q4. Advertising did most of the work. Ad gross profit rose about $114 million, nearly all of Roku's gross profit gain. Roku credits a shift toward higher-margin ad products. Platform revenue also grew more than twice as fast as viewing, so Roku is earning more on each hour people stream. Some ad strength is cyclical. Roku says political ads beat the same quarter of the 2024 presidential cycle. That money shows up in election years and fades in off years like 2027.
CryptoAlerta — análise de criptomoedas e mercado em tempo real