联手亚马逊！Roku开启盈利倒计时？

美港股观察社2025-07-01

作者：The Asian Investor编译：美港股观察社流媒体平台Roku于六月宣布与亚马逊达成重大合作伙伴关系，凸显了在连接电视市场中增加合作的潜力。连接电视市场正在迅速增长，这对于运营大型广告业务的公司（如亚马逊和Roku）来说是一个可以挖掘的机会。这一合作伙伴关系对Roku尤其有利，因为Roku正在将其数字广告业务整合到更广泛的流媒体平台中。Roku在2025财年及以后仍然是流媒体市场中...

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Roku starts countdown to earnings?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ROKU":1,"AMZN":1,"USAW.SI":0.6},"content_text":"作者：The Asian Investor编译：美港股观察社流媒体平台Roku于六月宣布与亚马逊达成重大合作伙伴关系，凸显了在连接电视市场中增加合作的潜力。连接电视市场正在迅速增长，这对于运营大型广告业务的公司（如亚马逊和Roku）来说是一个可以挖掘的机会。这一合作伙伴关系对Roku尤其有利，因为Roku正在将其数字广告业务整合到更广泛的流媒体平台中。Roku在2025财年及以后仍然是流媒体市场中一个有吸引力的增长选择，尤其是随着其毛利状况的改善和亏损的缩减。来源：YCharts合作伙伴关系将加速平台增长Roku在六月宣布与全球最大的零售公司亚马逊达成广告合作伙伴关系，双方将在Roku主导的连接电视市场开展合作。连接电视市场正在迅速扩展，Roku目前在这个市场的份额约为40%。通过这一合作协议，亚马逊平台上的广告商将能够触达超过8000万台连接电视，从而实现高效的受众定位以及营销人员数字广告覆盖范围的巨大增加。连接电视广告支出也在激增，这无疑是亚马逊和Roku合作的一个关键考虑因素。根据eMarketer的数据，美国连接电视市场预计在2024财年至2027财年期间，广告支出预计将以每年12%的速度增长。值得注意的是，支出趋势有利于连接电视市场，而传统电视支出预计在未来三年将收缩。来源：eMarketer通过亚马逊的DSP（Demand-Side Platform，需求方平台），在亚马逊上投放广告的公司现在有机会大幅增加受众覆盖面，并提高营销活动的效果，这可能会为营销人员带来更高的转化率，同时也为亚马逊和Roku带来更高的数字营销收入。此外，这一合作伙伴关系通过亚马逊增强了Roku在数字广告市场的推进力度，提供更广泛的广告覆盖和更好的效果跟踪，这只会进一步增强连接电视相对于传统电视的竞争优势。亚马逊和Roku之间的合作伙伴关系显然对Roku来说是一个巨大的胜利，Roku有望在其数字广告业务中获得收入提升。数字广告收入是Roku平台收入的一部分，平台收入在3月季度同比增长16%至10.2亿美元。Roku未来在数字广告业务成功的关键是Roku体验，这一功能利用人工智能个性化观看选项。更个性化的体验将进一步帮助流媒体公司通过定向广告更好地实现用户变现。来源：Roku","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2548070507","isCrawlerRequest":true}