US EditionRoku's Amazon Deal Revenue To Be A 'Gradual Ramp,' Not a Sudden Boost, Analyst Says - Roku (NASDAQ:ROKU)
- Amazon Ads and Roku announced an exclusive partnership on Monday that makes Amazon's DSP the sole access point for Roku's CTV ad inventory.
- The deal responds to marketers' fragmentation challenges by combining Roku's large logged-in audience and Amazon's identity resolution technology.
- Early tests show a 40% boost in unique reach and nearly 30% reduction in ad over-frequency, enhancing ad efficiency without extra cost.
- The integration will launch in Q4 2025, reaching an estimated 80 million U.S. authenticated CTV households across Roku and Fire TV platforms.
- The partnership supports a gradual revenue ramp for Roku, while Roku retains inventory sales via other DSPs and may add further partnerships later.
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Is It Time to Believe in Roku Stock Again? @themotleyfool #stocks $ROKU $AMZN
Shares of Roku (NASDAQ: ROKU) are an early winner this week. Shares of the streaming TV pioneer were trading as much as 13% higher on Monday after joining forces with Amazon (NASDAQ: AMZN) to announce a new connected TV integration. Amazon DSP -- its programmatic demand-side ad-buying platform -- will allow the online giant's customers access to the largest connected TV footprint in the country. Roku reaches roughly 80 million U.S. households, m…
Roku's Amazon Deal Revenue To Be A 'Gradual Ramp,' Not a Sudden Boost, Analyst Says - Roku (NASDAQ:ROKU)
JP Morgan analyst Cory A Carpenter maintained an Overweight rating on Roku Inc. (NASDAQ:ROKU) on Monday following the announcement of a strategic partnership with Amazon.com Inc. (NASDAQ:AMZN). The collaboration allows advertisers to purchase Roku’s advertising inventory through Amazon’s Demand-Side Platform (DSP). Following a call with Roku’s management, JP Morgan has released a note outlining key takeaways from this strategic alliance. Also Re…
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Related Insights Member Exclusive Future of TV Briefing: A Q&A with Roku’s Sarah Harms about streaming ad measurement Subscribe To Read Read More Amazon Ads and Roku have announced a partnership that makes the e-commerce giant’s demand-side platform the exclusive means of accessing Roku’s CTV advertising inventory via a shared identifier from the duo. The integration lets advertisers access an estimated 80 million authenticated U.S. CTV…
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