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@ Pepe Maltese
2025-05-07 10:17:24Revenue growth is decelerating — from 22% in Q4 to 15.8% in Q1 — but margins are accelerating. This isn’t just a “growth story” anymore. It’s a platform leverage story. EBITDA growth: Roku: +109% TTD: +89% NFLX, GOOGL, AMZN: all lower #Stocks #Monetization #Valuation