Análisis profundo de las perspectivas de la acción ROKU para 2026: modelo de plataforma CTV, The Roku Channel, cuota de mercado del OS, competencia con Amazon Fire TV y Google TV, expansión internacional y el camino hacia la rentabilidad GAAP.
Deep-dive on ROKU stock for 2026: platform revenue model, The Roku Channel, OS market share, competition from Amazon Fire TV and Google TV, ad cyclicality, international expansion, and the path to GAAP profitability. Independent analyst take.
ROKU(Roku Inc.) 주가 전망 2026년 분석. 하드웨어에서 고마진 플랫폼·광고 수익으로의 구조 전환, The Roku Channel, OS 점유율, Amazon Fire TV·Google TV와의 경쟁, 수익성 경로까지 한국 투자자 시각으로 심층 분석합니다.
The Trade Desk (TTD) stock analysis 2026: price $22.18 down 75% from highs, market cap $10.4B, P/E 25x, revenue $2.97B +15.5%, Kokai migration, CTV growth, analyst target $25.81. Is this the floor?
Análisis de The Trade Desk (TTD) para 2026: precio $22.18 tras caída del 75%, capitalización $10.4B, P/E 25x, ingresos $2.97B +15.5%, migración Kokai, CTV y objetivo analistas $25.81.