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.

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Cost of revenue

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SG&A

Other

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EBITDA

Net income

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Net PPE

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Minority interest

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Book value per share

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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.

Alphabet

Roku said it may force Google's YouTube TV app off its video-streaming platform, alleging that the search giant is demanding “anti-competitive” and “unfair” terms for its YouTube and YouTube TV apps. Google's demands include requests for preferential treatment for YouTube TV, its internet pay-TV service, as well as its YouTube app on searches by Roku.

Roku accuses Google of making ‘anti-competitive' demands over YouTube TV

Roku Inc. warned Monday that users of its streaming products may lose access to the YouTube TV app due to a breakdown in negotiations with Alphabet Inc.'s Google.

Roku may lose YouTube TV app over what it deems ‘anti-competitive' demands from Google

Roku Inc (NASDAQ: ROKU) has started intimating customers about losing access to Alphabet Inc's (NASDAQ: GOOG) (NASDAQ: GOOGL) YouTube TV app, signifying the latest deadlock between the companies, Bloomberg reports. Roku has alleged Google's biased and exploitative manipulation of its search results affecting data usage and cost, leading to the proposed changes.

Roku Threatens To Blackout YouTube TV Over Anticompetitive Dispute: Bloomberg

Roku is alerting its customers that they may lose access to the YouTube TV channel on its platform after negotiations with Google went south. The company alleges that Google is attempting to use its monopoly power to insist on unfair, anticompetitive terms with regard to how Roku handles search results for YouTube content, customer data […]

Roku alleges Google is using its monopoly power in YouTube TV carriage negotiations

Roku is warning its customers with YouTube TV subscriptions that the service could go dark in the coming days due to what it calls Google's “predatory” and “monopoly” behavior. In a lengthy statement, a Roku spokesperson blasted Google's actions in detail. The tech giant is “attempting to use its YouTube monopoly position to force Roku...

Roku Warns YouTube TV Customers That Service Could Go Dark Due To Google's “Predatory” & “Monopoly” Moves

Roku's ready to take The Roku Channel to the next level.

It's Official: Roku's Making Original Content

Magnite

New York Times

Pinterest

Trade Desk

Twitter

The stars are aligning for a digital advertising boom.

Why Ad Stocks Could Explode This Earnings Season

Roku stock has seen a formidable rise of more than 450% from its March 2020 lows. The stock has rallied from $64 to $357 off its recent bottom, outperforming the S&P 500 which increased around 80% from its 2020 lows.

Why Is Roku Stock Undervalued Even After A 450% Jump?

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (Nasdaq: ROKU) today announced it will release first quarter 2021 financial results after the stock market close on Thursday, May 6, 2021. The company will host a live webcast of its conference call to discuss the results at 2:00 p.m. Pacific Time on May 6. Participants may access the live webcast in listen-only mode from the Roku investor relations website. An archived webcast of the conference call will also be available on the Roku website follow

Roku to Announce First Quarter 2021 Financial Results on May 6, 2021

March Madness and the Super Bowl will save Roku from reporting disastrous earnings like Netflix, so buy ROKU stock on the dip. The post One BIG Reason to Buy ROKU Stock After Netflix's Disastrous Earnings Report appeared first on InvestorPlace.

One BIG Reason to Buy ROKU Stock After Netflix's Disastrous Earnings Report

Netflix

Netflix Inc. (NASDAQ:NFLX) and Roku Inc. (NASDAQ:ROKU) are two streaming stocks moving during Wednesday's trading session. Netflix is trading lower after the company issued second-quarter sales guidance below estimates.

2 Streaming Stocks Are Nearing Key Technical Levels

The streaming pioneer just sent the clearest message yet on its growing interest in original programming.

Did Roku Just Signal a Bigger Push Into Original Content?

Spoiler alert: The new strategy will not backfire.

Will Roku's Push for Original Content Backfire?

Earlier this year, Roku acquired the program catalog from Quibi, the short-form video app backed by Jeffrey Katzenberg that had failed to gain traction amid the pandemic, despite nearly $2 billion in financing. Quibi had been designed for on-the-go viewing, but launched when users were staying at home — watching TV on bigger screens and […]

Quibi's content is coming to Roku as ‘Roku Originals,' will kick off Roku's investment in original content

Roku (NASDAQ:ROKU) has observed the following analyst ratings within the last quarter:   Last 30 Days 1 Month Ago 2 Months Ago 3 Months Ago Bullish 0 1 1 3 Somewhat Bullish 0 1 1 1 Indifferent 0 0 0 1 Somewhat Bearish 0 0 0 1 Bearish 0 0 0 0 In the last 3 months, 13 analysts have offered 12-month price targets for Roku. The company has an average price target of $455.69 with a high of $560.00 and a low of $275.00.

What 13 Analyst Ratings Have To Say About Roku

Roku, which acquired most of the programming from Jeffrey Katzenberg's defunct startup Quibi last January, has rebranded the shows as Roku Originals. The streaming provider used the acquisition to declare its entry into the original programming business, and subsequently announced other projects and acquisitions. Today's announcement of the originals label mentioned that more information about...

Quibi Titles Will Be Renamed Roku Originals Under New Streaming Banner

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (NASDAQ: ROKU) today announced that the content from the Quibi acquisition in January will be re-branded as “Roku Originals” and will be launched on The Roku Channel. "Roku Originals" will also be the brand name for future original programming for The Roku Channel, the home of free, ad-supported entertainment on the Roku platform, for viewers in the U.S., the U.K. and Canada. Additional details on the launch of Roku Originals will be shared in May.

Roku Unveils “Roku Originals” Brand, Bringing Bold, Fresh Entertainment to The Roku Channel

Apple

Advanced Micro Devices

FuboTV

NVIDIA

Tesla

When day trading, investors are focused on short-term stocks that have good liquidity and plenty of movement. Here are seven to consider.

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The top shareholders of Roku are Stephen Kay, Ray Rothrock, Scott A. Rosenberg, Anthony J.

Top Roku Shareholders

Nielsen Hlds

The two companies will also be teaming up in a strategic alliance centered around content and ad measurement technology.

Roku Acquires Nielsen Holdings' Next-Generation Ad Unit

Bloom Energy

Cheesecake Factory

Goodyear Tire & Rubber

Helmerich & Payne

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Match Group

Sometimes the quiet acquisitions make the most noise.

3 Underrated Deals That Can Make You Rich in 2021

Roku has been a wildly successful investment, appreciating more than 1,500% since its IPO several years ago.

Roku: The Story Is Not Over

SAN JOSE, Calif. & NEW YORK--(BUSINESS WIRE)--Roku, Inc. (NASDAQ: ROKU) and Nielsen Holdings plc (NYSE: NLSN) today announced that the companies have closed the transaction that was announced on March 1, 2021. Roku has closed on the acquisition of Nielsen's Advanced Video Advertising (AVA) business, including Nielsen's video automatic content recognition (ACR) and dynamic ad insertion (DAI) technologies, which will accelerate Roku's launch of an end-to-end DAI solution for traditional TV. In ad

Roku Closes Nielsen Transaction, Including Acquisition of AVA Business

What happens to Roku when you don't need a streaming stick?

News for Roku Stock (ROKU)