Should Amazon Buy Roku?

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4.7 • 1.7K Ratings

🗓️ 7 November 2019

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

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Summary

Shares of Roku tumble on earnings. The video streaming company reported a 50% increase in revenue but losses more than doubled. Should Amazon buy Roku? Analysts Jason Moser and Emily Flippen tackle that question and weigh in on earnings from Expedia, Trip Advisor, Square, and Baidu.

Transcript

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0:00.0	It's Thursday, November 7th.
0:03.7	Welcome to Market Foolry.
0:05.0	I'm Matt Greer, and I am joined in studio
0:07.6	by Motley Full Analysts Emily Flipping and Jason Moser.
0:11.0	How are we doing today?
0:12.6	Hey, hey.
0:13.6	Well, we got lots to talk about.
0:15.6	We have Expedia and Trip Advisor getting some bad reviews based on there.
0:21.4	Thank you.
0:22.4	I see what you did there. Based on their latest earnings.
0:25.0	And a good day for Baidu and a good day for Square.
0:27.5	We will get to all of that, but let's begin with the streaming video company, Roku, now shares down around 10% on earnings at the time of our
0:36.5	taping here. Now Jason I'm looking at the numbers here, revenue up 50% year over year.
0:42.1	That's better than expected. So that sounds good.
0:43.7	Active accounts up 36% so also sounds good to me. Total streaming hours increasing
0:50.6	68% and by the way Roku raising guidance.
0:55.0	So what's not to like?
0:56.4	Well, their losses more than doubled.
0:59.6	So what gives here?
1:00.6	Yeah, well, and I mean to your point on the adjusted guidance, they did pull back actually
1:05.4	on the adjusted Ebiton guidance, and so the profitability number I think is where the markets
1:10.9	concern lies today, and that's understandable.
	...

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