The research firm identified multiple potential catalysts that could drive future results, including third-party demand partnerships such as its recent collaboration with Amazon (NASDAQ: AMZN ), Home Screen features, The Roku Channel, and Roku-billed subscriptions. Citizens JMP analyst Matthew Condon recommended shares based on Roku's scale, monetization catalysts, and continued commitment to margin expansion going forward. In other recent news, Roku has announced a significant partnership with Amazon that is expected to enhance its connected TV advertising capabilities. This collaboration will integrate Amazon's demand-side platform with Roku's connected TV inventory, allowing advertisers to access first-party data from Roku. Analysts from multiple firms, including Citi, Benchmark, Guggenheim, Citizens JMP, and Loop Capital, have weighed in on the potential impact of this partnership.