ROKURoku

Ranked by model assessment and recency. Labels use the original model impact, not expected returns. Impact percentages are model estimates, not observed price changes, probabilities or guaranteed returns.

• 🔥🔥🔥#1Impact1.5%Adverse2nd-orderApple is restricting a fast-growing category of apps. Here's what users need to know8d ago

  Roku depends on app distribution and content aggregation, so tighter platform rules can reduce growth elasticity in related content funnels.

  Impact chain →

  Also named: AAPL · GOOGL · SPOT · SNAP · V · MA

• 🔥🔥#2Impact1.8%Favorable2nd-orderEarnings Results Wrap with Apple After the Close11d ago

  If the earnings tone suggests ad spending and consumer outlays are not deteriorating, valuation pressure on streaming ad platforms like Roku can ease.

  Impact chain →

  Also named: AAPL · 005930.KS · EL · NKE · LSCC · NXPI

• 🔥#3Impact1.6%Favorable2nd-orderWhy Netflix Stock Could Double From This Dip12d ago

  Rising enthusiasm for ad-supported video consumption lifts expectations for Roku’s ad monetization and platform ARPU.

  Impact chain →

  Also named: NFLX · DIS · WBD · TTD

• #4Impact1.1%Favorable2nd-orderAlphabet At The Crossroads: Q3 FY26 Earnings Review11d ago

  If brand ad budgets improve, monetization of streaming ad inventory usually improves as well, giving Roku a sentiment spillover.

  Impact chain →

  Also named: GOOG · META · PUBM · MSFT · AMZN · ORCL

• #5Impact1%Adverse2nd-orderNetflix's Problem Isn't Profits. It's Viewing Time.14d ago

  As a streaming gateway and ad platform, Roku can see ad monetization expectations trimmed if platform owners struggle to increase viewing time.

  Impact chain →

  Also named: NFLX · DIS · WBD

• #6Impact0.8%Favorable2nd-orderNetflix Is Playing a Bigger Game. Investors Should Take Notice9d ago

  As Netflix leans more into advertising and living-room distribution, it lifts attention on the connected-TV ad ecosystem, indirectly benefiting platform intermediaries.

  Impact chain →

  Also named: NFLX · DIS · WBD