ROKUEntertainment & Gaming
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Get what investors say about ROKU next
Follow ROKU free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what ROKU did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about ROKU
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-07-11 | Michael WolffMedia journalist and author | Bullish | Bloomberg Television | Roku's 100M US homes, 28% connected-TV OS share, and owned channel create a full-stack advertising flywheel —… |
| 2025-12-16 | Morgan StanleyFirm — analyst calls read on air (not an individual) | Bullish | Mohamed El-Erian | Accelerating revenue growth in H2 2025, expanding user base, and deepening streaming partnerships position… |
Next report: 3 Nov 2026 after the close
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 28 Oct 2026 | after the close | — | -0.4% |
Notable options days
Sessions in the last 120 where ROKU’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 16 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-11-02 | ||||||
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| 2026-06-12 |
ROKU on the Wheel
ROKU passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2017–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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