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ad-tech: Archive

Subhasish Mukherjee

ROKU Slumps 12% YTD: Here's Why It Is Time to Buy the Stock

Roku stock drops 12% YTD due to competition and device losses, but strong platform growth, 90M+ users and global expansion point to upside ahead.

AMZNNegative Net Change AAPLPositive Net Change GOOGLNegative Net Change ROKUPositive Net Change

Subhasish Mukherjee

Is Roku's Advertising Platform Scale Driving Monetization Growth?

ROKU's expanding ad platform, AI-driven targeting and programmatic growth are accelerating monetization as its vast streaming reach fuels demand.

AMZNNegative Net Change DISPositive Net Change ROKUPositive Net Change

Kashvi Chandgothia

Can AI-Driven Advertising Growth Unlock Further Upside for MELI?

MercadoLibre's AI-powered ad tools are accelerating advertising growth and boosting spend, but intensifying competition may challenge how far this momentum can run.

AMZNNegative Net Change MELINegative Net Change METANegative Net Change

Subhasish Mukherjee

Can NFLX's Content Strength Sustain User Engagement & Revenue Growth?

Netflix's content engine drives 96B hours viewed, boosts retention and pricing power, and supports 2026 revenue growth as ads and new formats scale.

AMZNNegative Net Change NFLXPositive Net Change DISPositive Net Change

Zacks Equity Research

Can Amazon's Advertising Revenue Momentum Drive Upside for AMZN Stock?

AMZN's advertising momentum strengthens with Prime Video expansion and robust demand, but rising competition and macro risks could test Amazon's upside.

AMZNNegative Net Change GOOGLNegative Net Change METANegative Net Change

Zacks Equity Research

Roku Brings Howdy to Prime Video: Will the Move Boost Subscriber Base?

ROKU bets on surging streaming, subscription growth and World Cup 2026 catalyst, as platform revenues and household expansion accelerate.

AMZNNegative Net Change NFLXPositive Net Change ROKUPositive Net Change

Zacks Equity Research

Netflix Rides on Strong Advertising Revenues: More Upside Ahead?

NFLX's ad business surges with 2.5x revenue growth to $1.5B as AI-driven targeting and a massive global audience fuel its next growth phase.

AMZNNegative Net Change NFLXPositive Net Change DISPositive Net Change

Derek Lewis

3 Top Ranked High Growth Stocks You Can't Ignore: ROKU, TER, CRDO

TER, ROKU, and CRDO could all be considerations for those seeking high-growth companies. In addition to solid forecasted growth, all three sport a favorable Zacks Rank, reflecting bullish earnings estimate revisions.

TERNegative Net Change ROKUPositive Net Change CRDOPositive Net Change