#adtech

2개의 글

June 18, 2026

ROKU Stock Outlook 2026 — Why the CTV OS War Matters More Than the Streaming War

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 CTV streaming

June 17, 2026

U (Unity Software) Stock Forecast 2026 — Can the Game Engine Giant Rebuild Its Ad Business?

Unity Software (U) stock forecast 2026: deep-dive into game engine moat, Unity Ads recovery vs AppLovin, Runtime Fee fallout, Vector AI model, and bull/base/bear scenarios for investors.

U Unity Software game engine