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Benzinga
64 days

Roku's Amazon Deal Revenue To Be A 'Gradual Ramp,' Not a Sudden Boost, Analyst Says

1. Amazon partners with Roku for ads on its Demand-Side Platform. 2. This integration offers better targeting through comprehensive platform-level data. 3. Roku expects some revenue by Q4 but not in 2025 outlook. 4. Amazon ads may enhance Roku's ad inventory visibility across platforms. 5. Roku stock rose by 8.04% following the partnership announcement.

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FAQ

Why Bullish?

Amazon's partnership with Roku enhances its advertising capabilities, potentially boosting revenues. Historically, similar partnerships have led to positive stock price reactions.

How important is it?

The partnership positions Amazon favorably in digital advertising, impacting future revenue streams significantly.

Why Long Term?

The partnership will improve advertising efficiency over time, with gradual revenue increases projected. Long-term collaborations often yield sustained growth.

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