Seeking Alpha (@SeekingAlpha) “Roku is raising streaming hardware prices by up to $50 due to memory chip shorta” — TopicDigg
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Roku is raising streaming hardware prices by up to $50 due to memory chip shortages squeezed by AI demand.
THE PRICING: The premium Roku Ultra is jumping +40% from $99.99 to $149.99.
M&A TALK: As hardware cost pressures tighten Roku’s EBIT margin to 2.26%, Fox Corporation plans to acquire the ~$5B revenue streaming giant.
THE RATING: Margin headwinds keep the Seeking Alpha Quant score at a neutral HOLD.
Will Fox acquiring Roku reshape the streaming ecosystem? $ROKU
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