Roku (ROKU): FY24 Q4 earnings call, Feb 13, 2025

Thu, Feb 13Earnings callSpeaker-labelled transcriptRoku

No Kalshi or Polymarket word markets were listed for Roku’s Feb 13, 2025 earnings call (FY24 Q4). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

12 matches for “Tariff”; 5 quoted, at least 25 words apart.

Barton Crockettanalystqa

…could just ask one other thing, the in the news Trade wars, tariffs, does this mean anything for you guys? Is there any risk on…

Anthony Woodcompanyqa

…mutually beneficial relationship. I don't think that's gonna change. In terms of tariffs, you know, I mean well, I'll just say at a high level,…

Mustafa Ozgencompanyqa

Hi, Barton. This is Mustafa speaking. Look. While tariffs could have a broad impact on the industry, in general, we believe the impact on Roku…

Mustafa Ozgencompanyqa

…higher NPV prices actually may need to be raised to compensate for tariffs impact. This actually could move some customers into the value segment where…

Dan Jeddacompanyqa

…a device perspective, like, any impact on our gross margin related to tariffs we believe would be immaterial. And we don't expect any impact on…

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