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Morgan Stanley analyst Thomas Yeh is even more convinced that Roku can continue to grow its platform's revenue by double digits next year and beyond. The driving factors he pointed out include deepening platform partnerships, rising streaming prices and the popularity of premium subscription services, a healthy advertising environment, and smooth trends in the connected TV industry, including the accelerated migration of political content and sports content to streaming platforms.

Zhitongcaijing·12/16/2025 13:25:16
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Morgan Stanley analyst Thomas Yeh is even more convinced that Roku can continue to grow its platform's revenue by double digits next year and beyond. The driving factors he pointed out include deepening platform partnerships, rising streaming prices and the popularity of premium subscription services, a healthy advertising environment, and smooth trends in the connected TV industry, including the accelerated migration of political content and sports content to streaming platforms.