Y*Y
发帖数: 694 | 1 下面是网上拷下来的
Roku beats by $0.42, reports revs in-line; guides Q4 revs and EBITDA below
consensus; global supply chain disruptions will likely continue into 2022
4:19 PM ET 11/3/21 | Briefing.com
Reports Q3 (Sep) earnings of $0.48 per share, $0.42 better than the S&P
Capital IQ Consensus of $0.06; revenues rose 50.5% year/year to $679.95 mln
vs the $680.52 mln S&P Capital IQ Consensus. Active Accounts reached 56.4
mln, a net increase of 1.3 mln from Q2 (down from +1.5 mln sequential adds
in Q2); Streaming hours were 18.0 bln hours, an increase of 0.7 bln hours
from Q2. ARPU surpassed $40 for the first time, grew to $40.10 (trailing 12-
month basis), up 49% yr/yr. "We believe that the slowdown in active account
growth rate this quarter was, in large part, attributable to global supply
chain disruptions that have impacted the U.S. TV market. Specifically,
overall U.S. TV sales in Q3 fell below pre-COVID 2019 levels. Some of our
Roku TV OEM partners were hit particularly hard with inventory challenges,
which negatively impacted their unit sales figures and market share in Q3...
.Our player unit costs were impacted by the supply chain disruptions.
However, we chose to insulate our consumers from these increased costs to
prioritize account growth, resulting in Player gross margin decreasing to -
15%. We view this Player gross margin erosion as temporary, and we continue
to take action to maximize our manufacturing flexibility, including active
sourcing strategies and adapting our software and re-designing for more
readily available chips and components. Co issues downside guidance for Q4,
sees Q4 revs of $885-900 mln vs. $938.99 mln S&P Capital IQ Consensus. Co
guides to Q4 adjusted EBITDA of $65-75 mln vs $86.74 mln consensus. Outlook:
"Looking ahead, our business fundamentals remain strong but we are mindful
that the challenges created by the global supply chain disruptions will
likely continue into 2022. These headwinds may have a broad impact on the
holiday season in terms of consumer confidence, product pricing and
availability, and advertising spend levels. While the pandemic has had
different impacts on different parts of our business, the secular shift to
streaming remains intact." | H******C
发帖数: 700 | 2 问号大牛看好这个股，看低 NFLX,
请问好大牛出来说说。 | l*******m
发帖数: 1096 | 3 现在streaming太容易了，一个用户的commision也低了。奈飞都转战gaming了 |
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