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.

How Roku Makes Money: most revenue is generated through digital ad sales, tools for audience development, and content distribution.

How Roku Makes Money: Streaming Platform Generates Most Revenue

Shares of Roku Inc (NASDAQ: ROKU) are down nearly 30% over the past month, but the stock should reverse course and move higher from multiple catalysts and a more attractive valuation, according to Truist Securities. The Roku Analyst: Matthew Thornton upgraded Roku's stock from Hold to Buy with a price target lowered from $480 to $367.

Is Now The Time To Buy Roku?

Expedia

Plug Power

Booking Hlds

FuelCell Energy

Chegg

Comerica

Gilead Sciences

Varonis Systems

With the trading day about halfway over, the broad markets were pulling back. The Dow Jones industrial average, S&P 500 and Nasdaq were all down in lockstep about 0.4%.

Booking, Expedia, FuelCell, Plug Power, Roku and More of Tuesday Afternoon Analyst Calls

Roku Stock Could Surge 22% to $367, According to This Analyst

Roku shares look like a good value compared to Vizio stock.

Vizio's IPO Makes Roku Stock Look Even Better

AstraZeneca

AstraZeneca plc (NASDAQ: AZN) shares are trading lower by 2% after Berlin's state hospital halted the company's COVID-19 vaccination of women under the age of 55 years old. Last week, AstraZeneca issued a fresh update of its phase three trial data for the COVID-19 vaccine after a U.S. health agency earlier this week questioned the accuracy of the trial data.

What's Going On With AstraZeneca Stock And Roku Stock Today?

Truist Securities analyst Matthew Thornton upgraded Roku Inc. shares to buy from hold Tuesday, arguing that the stock's valuation is more "tenable" now and that the company has attractive opportunities ahead in advertising. He lowered his price target to $367 from $480 but said that Roku has pulled back to its two-year average on the basis of enterprise value to sales, helping make the stock more approachable from a valuation perspective.

Roku stock gains after upgrade at Truist

The shares of Roku Inc (NASDAQ:ROKU) are up 1.7% at $305.84 this morning, following an upgrade from Truist Securities to "buy" from "hold.

Bullish Analyst Attention Has ROKU Eyeing Rebound

DraftKings

Netflix

Peloton

Cathie Wood's Ark Investment Management sends out an email every night listing the stocks that were bought or sold by the firm's ETFs that day. In recent months, the emails have known to cause certain stocks to see a spike in the after-hours session.

Apple, Netflix, Peloton, Square, Roku, DraftKings - What Cathie Wood's Ark Bought And Sold On Monday

This streaming stock has been on a tear, but it may deserve an elevated valuation, alleviating investor worries.

How Risky Is Roku?

Twenty-First Century Fox

FuboTV

MSG Networks

ViacomCBS

It's always jarring when a sector of the market takes a huge hit.

Stock Markets Rebound, but What the Heck Just Happened to Streaming TV Stocks?

Discovery

Streaming stocks are seeing big downturns today after notes from Wells Fargo hit DISCA and VIAC stock hard. The post Streaming Stocks: Why DISCA, ROKU, VIAC, DISCK Stocks Are Plunging Today appeared first on InvestorPlace.

Streaming Stocks: Why DISCA, ROKU, VIAC, DISCK Stocks Are Plunging Today

Block

This investment firm's biggest fund has been handily beating the market, and Square and Roku are among its top current holdings.

ARK Invest Is Buying These 2 Tech Stocks: Both Could Double Your Money

The streaming pioneer is expanding in several avenues that will drive future growth.

3 Reasons to Buy Roku Stock Now

Roku (ROKU) launches advertising brand studio focused on producing new creative branded content formats and TV programming for marketers in its growing efforts to promote advertising.

ROKU Launches Advertising Brand Studio to Boost Ad Revenues

Shopify

Zoom Video

Zoom and two other ARK stocks will face tough comparisons this year.

These 3 Cathie Wood Stocks Could Struggle in a Post-Pandemic World

Roku has announced the launch of their own advertising brand studio which will produce new creative branded content formats and TV programming tailored for marketers.

Roku Launches Ad Content Studio With Funny Or Die Talent

Roku has launched an advertising brand studio, hiring execs from Snap Inc. and Funny or Die to help develop the venture. The new operation will produce ads and TV programming customized for marketers. While those offerings have become typical for many media companies, brands and agencies over the past two decades, they are a relatively...

Roku Creates Advertising Brand Studio, Hires Snap And Funny Or Die Vets To Help Develop It

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (Nasdaq: ROKU) today announced the launch of an advertising brand studio to produce new creative ad formats and TV programming tailored for marketers. The advertising brand studio will help marketers go beyond the traditional 30-second TV ad spot and amplify big moments in the marketing calendar, including advertiser-commissioned short-form TV programs, interactive video ads, and other branded content on The Roku Channel. “The shift to TV streaming

Roku Launches Advertising Brand Studio Ahead of TV Upfronts

Roku Inc (NASDAQ: ROKU) has acquired the assets of “This Old House,” the long-running PBS home improvement franchise. What Happened: Roku acquired TOH Intermediate Holdings LLC, which owns the “This Old House” business, from TZP Group, a New York City private equity firm that purchased the business in 2016 from Time Inc. The financial terms of the acquisition were not made public and the executive team of “This Old House,” including CEO Dan Suratt, will become part of Roku.

Roku Acquires Long-Running 'This Old House' PBS Franchise

The leading online retailer's 11-year football deal for "Thursday Night Football" will be a game changer in more ways than one.

Amazon's NFL Deal Will Be Even Better for Roku and fuboTV

The PBS mainstay will soon move into a new dwelling.

Roku Acquires Top TV Home Improvement Show 'This Old House' in Content Push

Roku (ROKU) reported earnings 30 days ago. What's next for the stock?

Roku (ROKU) Down 23.3% Since Last Earnings Report: Can It Rebound?

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (NASDAQ: ROKU) announced today that it has acquired the “This Old House” business, inclusive of its global distribution rights and all of its subsidiary brands, including the “This Old House” and “Ask This Old House” TV programs, the show libraries, all digital assets, and the television production studio. “This Old House” and “Ask This Old House” were the two top-rated home improvement programs in the U.S. in 2020, according to Nielsen data, and ha

Roku Acquires “This Old House,” America's No. 1 TV Home Improvement Program

The tech sector continues to remain weak and after yesterday's action, I'm rethinking my bullish stance on Square stock. I'll also discuss a ROKU stock bearish calendar spread.

News for Roku Stock (ROKU)