Streaming Households

Streaming Hours

Revenue segments as reported by the company.

Platform

Player

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Roku

Roku, Inc. engages in the provision of a streaming platform for television. It operates through the following business segments: Platform and Player. The Platform segment includes digital advertising and related services including the OneView ad platform, content distribution, and licensing arrangements with service operators and TV brands. The Player segment includes the sale of streaming players and audio products. The majority of streaming players, audio products and Roku TV models are sold through traditional brick and mortar retailers, such as Best Buy, Target, and Walmart, including their online sales platforms, and online retailers such as Amazon, and to a lesser extent, Roku’s website. The company was founded by Anthony J. Wood in October 2002 and is headquartered in San Jose, CA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Roku exceeds Q4 expectations, focuses on growth amid ad challenges

Roku navigated challenges in Q4 2022, focusing on platform revenue growth, innovation, and driving towards positive adjusted EBITDA by 2024.
Despite macroeconomic headwinds, the company outperformed in streaming hours and ad spending, with a strategic shift towards customer acquisition in the device business.
Guidance reflects a mix of stabilizing and pressured verticals for Q1, with a cautious approach towards acquisitions and a focus on content investments and international expansion.
Roku's strength in driving engagement, impressions, and effective ad campaigns positions it well for growth in the evolving M&E sector, despite uncertainties in the macro environment.

Roku reports strong Q1 results, eyes ad revenue growth

Roku's Q1 performance showcased growth in active accounts and streaming hours, with a focus on content discovery and monetization opportunities.
Challenges include addressing profitability, revenue growth, and navigating market dynamics impacting ad revenue.
Opportunities lie in operational efficiencies, driving ad revenue growth through engagement, and expanding partnerships for ad inventory accessibility.
Roku's strengths in data partnerships, platform advantages, and innovation position them for growth in the competitive streaming and advertising landscape.

Roku reports robust Q2 growth amidst challenges and opportunities

Roku's Q2 performance reflects strong growth in scale, engagement, and platform revenue, despite challenges in ARPU and profitability.
The company faces short-term challenges from Hollywood strikes, slower upfront negotiations, and margin pressures in the device business.
Opportunities lie in expanding ad sales, partnerships, and capitalizing on the shift towards connected TV for future growth and market leadership.
Overall, Roku's strategic focus on monetization, user experience, and market expansion positions it well for continued success in the streaming industry.

Roku excels in Q3, navigates challenges, and eyes streaming opportunities

Roku's Q3 showcased robust performance and financial resilience, driven by strong net adds, revenue growth, and positive adjusted EBITDA.
Despite challenges in the M&E category and competitive landscape, Roku's strengths lie in diversification, profitability, and strategic partnerships.
Opportunities in streaming partnerships, pricing evolution, and live programming enhancement position Roku for continued growth and market leadership.

Roku excels in Q4, eyes international growth and ad innovation

Roku's Q4 performance reflects revenue growth, active account expansion, and a focus on operational efficiency and platform advantages.
Despite industry challenges, Roku's strong market position, international growth, and strategic focus on innovation position it for continued success.
The company's emphasis on ad revenue, platform growth, and user engagement underscores its commitment to driving profitability and market leadership.

Roku reports robust Q1 growth, eyes international expansion and partnerships

Roku's Q1 performance reflects strong growth in streaming metrics and platform revenue, underlining its market position.
The company's focus on innovation, international expansion, and strategic partnerships showcases a proactive approach to driving growth.
While facing challenges in profitability and competition, Roku's diverse strategies and opportunities position it well for future success.

Roku reports strong Q2 performance, eyes ad monetization growth

Roku's Q2 performance reflects growth in key metrics and financial stability.
The company's focus on ad monetization and unique partnerships drive revenue growth.
Challenges like revenue discrepancies and market competition require strategic solutions.
Opportunities in subscription revenue, platform monetization, and distribution expansion are key for future growth.

Roku achieves $1B revenue milestone, eyes international growth opportunities

Roku's Q3 performance reflects robust revenue growth, increased user engagement, and improved profitability, setting a positive trajectory for future growth.
The company's strengths lie in innovative platform features, hardware offerings, and a strategic focus on international expansion and user growth.
Challenges include sustaining revenue growth amidst competition, managing expenses for profitability, and navigating regulatory complexities in new markets.
Opportunities abound in revenue diversification, international expansion, hardware sales, and strategic investments in platform monetization for long-term success.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Roku, Inc. engages in the provision of a streaming platform for television. It operates through the Platform and Devices segments. The Platform segment includes digital advertising and related services including the demand-side platform and content distribution services such as subscription and transaction revenue shares, media and entertainment promotional spending, the sale of premium subscriptions, and the sale of branded channel buttons on remote controls. The Devices segment is involved in the sale of streaming players, audio products, smart home products, and accessories that are sold through retailers and distributors, as well as directly to customers through the company’s website. The company was founded by Anthony J. Wood in October 2002 and is headquartered in San Jose, CA.

Shares of the streaming company are down 25% this year.

Roku Plunges on Guidance. Is the Stock a Buy on the Dip?

Zacks.com users have recently been watching Roku (ROKU) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Investors Heavily Search Roku, Inc. (ROKU): Here is What You Need to Know

Dutch Bros

Pinterest

As the Fed starts its interest rate cut cycle, many dynamic factors historically come into play. Rate cuts tend to stimulate consumer spending and construction activity since borrowing costs get cheaper.

3 Stocks That Are Potential Takeover Targets in 2025

Shares of Roku have dipped sharply after posting Q3 results, owing to a less-than-optimistic adjusted EBITDA outlook for Q4. However, management has noted that the timing of sales and marketing expenses is more seasonal this year, with a heavier load in Q4. I'd focus much more on the company's acceleration in platform revenue growth, which is expected to continue into Q4.

Roku: Earnings Dips Tend To Be Big Buying Moments

The company is putting up strong growth, but is weighed down by poor profit figures.

Where Will Roku Stock Be in 5 Years?

Shopify

Which of these pandemic-era growth plays is still worth buying today?

Best Stock to Buy Right Now: Roku vs. Shopify

There's a clear logic to the knee-jerk response. But there's also far more to the story.

Buy Roku Stock on This Post-Earnings Dip. The Market's Looking Right Past 3 Important Facts.

Fiverr

These two pandemic darlings have been completely forgotten.

2 Growth Stocks Down 80% and 90% to Buy Right Now

Carnival

Norwegian Cruise Line

Carnival, Norwegian Cruise Line and Roku are included in this Analyst Blog.

The Zacks Analyst Blog Carnival, Norwegian Cruise Line and Roku

Roku, Inc. reported strong Q3 2024 results with revenues growing a crisp 16%. The stock is slumping due to weak guidance, though the company has a history of conservative guidance leading to big quarterly beats. Roku is cheap at 2x EV/S targets with the potential for upside growth due to new initiatives.

Roku: Market Sweats The Details Too Much

Why did Roku's stock crash despite strong earnings? Flimsy reasons behind the price drop could amount to a buying opportunity.

Why Roku Stock Is Crashing Today

ROKU's third-quarter 2024 results benefit from consistent growth in streaming households and streaming hours on The Roku Channel.

ROKU Q3 Loss Narrower Than Expected, Revenues Increase Y/Y

Crocs

Two big losers of earnings season this week could be winners in the long run.

2 Trick Stocks That Might Actually Be Treats

Investing in these companies today might look like a genius move in five years.

2 Beaten-Down Stocks to Buy and Hold

We have narrowed our search to three consumer discretionary stocks that have strong upside potential for 2025. These are: CCL, NCLH, ROKU.

3 Must-Buy Stocks Amid Jumps in U.S. Consumer Optimism

Roku (ROKU) shares are tumbling 14% in premarket trading Thursday, a day after the company posted a disappointing fourth-quarter outlook and said it would stop issuing quarterly household streaming figures starting next year.

Roku Stock Tumbles on Disappointing Outlook, Plan To Withhold Streaming Numbers

Roku, Inc. (NASDAQ:ROKU ) Q3 2024 Earnings Conference Call October 30, 2024 5:00 PM ET Company Participants Conrad Grodd - Vice President, Investor Relations Anthony Wood - Founder, Chairman and Chief Executive Officer Dan Jedda - Chief Financial Officer Charlie Collier - President, Roku Media Conference Call Participants Cory Carpenter - JPMorgan Justin Patterson - KeyBanc Vasily Karasyov - Cannonball Research Ruplu Bhattacharya - Bank of America Jason Bazinet - Citi Peter Supino - Wolfe Research Steven Cahall - Wells Fargo Cameron McVeigh - Morgan Stanley Ian Peterson - Evercore ISI Operator Good day everyone and thank you for standing by. Welcome to the Third Quarter 2024 Roku Earnings Conference Call.

Roku, Inc. (ROKU) Q3 2024 Earnings Call Transcript

The headline numbers for Roku (ROKU) give insight into how the company performed in the quarter ended September 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Roku (ROKU) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

Roku (ROKU) came out with a quarterly loss of $0.06 per share versus the Zacks Consensus Estimate of a loss of $0.35. This compares to loss of $2.33 per share a year ago.

Roku (ROKU) Reports Q3 Loss, Tops Revenue Estimates

Roku Inc ROKU reported third-quarter financial results after the market close Wednesday.

Roku Q3 Earnings Highlights: Revenue Beat, EPS Beat, Streaming Households Hit 85.5 Million

Roku Inc.'s stock fell in after-hours trade Wednesday, after the streaming platform posted another quarterly loss and flat average revenue per user.

Roku's stock falls after streaming company posts another quarterly loss

Roku beat Wall Street estimates for third-quarter revenue on Wednesday, driven by higher advertising sales on its platform.

Roku quarterly revenue beats estimates

Roku easily outdid Wall Street analysts' consensus forecast in the third quarter, delivering a 16% jump in revenue to $1.06 billion and narrowing its loss per share to 6 cents. It was the first quarter the company exceeded $1 billion in revenue.

Roku Tops Wall Street Estimates In First $1B Revenue Quarter; Streaming Provider To Stop Reporting Household Tally In 2025

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Roku, Inc. (NASDAQ: ROKU) released third quarter 2024 results. Visit the Roku investor relations website to view the third quarter 2024 letter to shareholders. The company will host a webcast of its conference call to discuss the results today at 2:00 PM Pacific Time. Participants may access the live webcast in listen-only mode on the Roku investor relations website. An archived webcast of the conference call will also be available following the call. A.

Roku Releases Third Quarter 2024 Financial Results

ROKU's third-quarter 2024 results are likely to benefit from diversifying revenue streams and expanding monetization products amid intense competition.

News for Roku Stock (ROKU)