Jefferies projects Roku's platform revenue growth could reach 25% in 2026, surpassing the company's own 21% guidance, driven by political advertising, World Cup viewership, and improved ad fill rates. This revenue boost may lead to an EBITDA of around $775 million, above analyst consensus. Additional growth drivers include new subscription offerings, a revamped home screen with biddable ad tiles, and expansion into small business ads and international markets. Despite this optimistic outlook, Jefferies maintains a base-case forecast of 21% revenue growth and $676 million EBITDA for 2026.
Li Auto has integrated Arteris' FlexNoC 5 network-on-chip IP and Magillem software into its proprietary autonomous driving SoCs for the new L9 Livis SUV. This technology supports AI data movement and integration, enabling the vehicle to perform 2,560...
Arteris, Inc. announced its system IP technology is adopted by Li Auto for its new L9 Livis flagship SUV, integrating the Mach M100 autonomous driving SoC. This collaboration enhances AI data movement and system efficiency, meeting high performance, ...
Durantic, founded by former Meta and Hudson River Trading engineers, has launched a managed infrastructure layer to operate AI workloads across diverse GPU environments. The company addresses the growing complexity of AI infrastructure, which spans h...
Gold and silver prices are under pressure due to rising U.S. Treasury yields, a stronger U.S. dollar, and inflation concerns. Gold has broken below a key $4,500 support level, targeting the $4,350-$4,400 zone, with a potential further drop to $4,000 ...
Viavi Solutions announced a public offering of 11.1 million shares at $45 each, aiming to raise about $500 million before fees. The proceeds will primarily repay $450 million of Term Loan B debt, with any remaining funds used for working capital or g...
