Roku (ROKU): FY25 Q1 earnings call, May 1, 2025
No Kalshi or Polymarket word markets were listed for Roku’s May 1, 2025 earnings call (FY25 Q1). The transcript is searchable below (quotes of at most 25 words).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
9 matches for “Tariff”; 5 quoted, at least 25 words apart.
…and EBITDA guide just given the current market environment and uncertainty around tariffs. And perhaps related to that, could you just talk about the recent…
…be incremental? That's the first question. Second question, as you think about tariffs and the impact on the Devices business and volumes and the balance…
…can get moved in days or weeks or is that months or quarters once we get final clarity on the end tariff rates? Thanks, guys.
…expect Frndly to be adjusted EBITDA margin accretive in the first full year. I think I'll turn it over to Mustafa for the tariff question.
…bit of agility and flexibility and helps mitigate the impact of the tariffs. And our teams are continuing to work into your optimized overall manufacturing…
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