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 Roku Inc. rallied 2.8% in premarket trading Wednesday, after KeyBanc Capital analyst Justin Patterson said its time to buy, saying the streaming platform for TV is redefining video monetization. Patterson raised his rating to overweight from sector weight, and established a stock price target at $518, which is 32.9% above Tuesday's closing price of $389.67.

Roku stock rallies after KeyBanc turns bullish, sets $518 price target

Nielsen Hlds

Roku Inc (NASDAQ: ROKU) announced Monday its intention to acquire Nielsen Holdings PLC's (NYSE: NLSN) Advanced Video Advertising (AVA) business. This will allow the streaming company to dynamically insert customized ads on a one-to-many linear broadcast feed, according to BofA Securities.

BofA Likes Roku's Deal To Acquire Nielsen's AVA Business

The streaming platform's digital advertising business just got a whole lot bigger.

Roku Buys Nielsen's TV Ad Business, Announces Strategic Alliance

Streaming staple Roku Inc (NASDAQ:ROKU) is making headlines today.

ROKU Dips After Acquiring Nielsen's Advertising Unit

Roku Inc (NASDAQ: ROKU) has inked an agreement to acquire Nielsen Holdings PLC's (NYSE: NLSN) Advanced Video Advertising (AVA) business, including Nielsen's video automatic content recognition (ACR) and dynamic ad insertion (DAI) technologies. The acquisition will fast-track Roku's launch of an end-to-end DAI solution with TV programmers.

Roku Acquires Nielsen Advanced Video Advertising Business

Roku and Nielsen strike a strategic alliance. It's a win-win partnership.

It All "Ads" Up in New Deal for Roku Stock

Netflix

We dive into the streaming TV world as we approach a full year of empty movie theaters to see which of the two big streaming TV stocks, ROKU and NFLX, might be the better long-term buy.

Best Long-Term Streaming TV Stock to Buy: Roku vs. Netflix

Novavax

Zoom Video

Inovio Pharmaceuticals

These are the stocks posting the largest moves after the bell on Monday, March 1.

Stocks making the biggest moves after the bell: Zoom, Roku, Novavax & more

Roku Inc. shares were up 4% Monday after it announced it has reached an agreement to buy Nielsen Holdings' Advanced Video Advertising business, allowing Roku to offer a fully addressable advertising solution for TV programmers. Roku will acquire Nielsen technology that can replace ads in linear feeds with targeted, household-level spots on over-the-top streaming platforms.

Roku to acquire Nielsen's advanced video-advertising business

In a move that will bolster Roku's advertising capabilities, the streaming company has acquired Nielsen's Advanced Video Advertising unit. Terms for the deal were not disclosed. A person familiar with the transaction described is “not material” to the overall business of Roku, which is currently valued at $53 billion. Nevertheless, the acquisition is a meaningful...

Roku Acquires Nielsen's Advanced Video Ad Unit, Companies Form Alliance To Boost Streaming's Targeting Potential

SAN JOSE, Calif. & NEW YORK--(BUSINESS WIRE)--Roku, Inc. (NASDAQ: ROKU) and Nielsen (NYSE: NLSN) today announced a strategic alliance between the two companies that will help shape the future of media measurement and TV advertising in a streaming-first market. Roku has entered into an agreement to acquire Nielsen's Advanced Video Advertising (AVA) business, which includes Nielsen's video automatic content recognition (ACR) and dynamic ad insertion (DAI) technologies. The acquisition will accele

Roku and Nielsen Announce Strategic Alliance

FuboTV

In the battle for streaming supremacy, one company has a distinct advantage.

Better 10-Bagger Candidate: Roku or fuboTV?

Roku stock has registered an eye-popping rise of 550% from its March 2020 lows. The stock has rallied from $64 to $414 off its recent bottom, totally outshining the S&P 500 which increased around 75% from its recent lows.

What Makes Roku Stock A Good Bet Despite A Massive 6.5x Rise In One Year?

CareTrust REIT

Jumia

These three companies have just one thing in common: the potential to offer a windfall for stockholders.

3 Growth Stocks That Could Be the Next 10-Baggers

The streaming pioneer's growth rate just accelerated. Again.

Roku Just Proved Why It's the Future of Streaming

Chewy

DocuSign

JD.com

PayPal

Shopify

Sony

Stocks to buy for March include PYPL stock, which is riding a pandemic boost, and SNE stock, which will sell every PS5 it can make in 2021. The post 8 Stocks to Buy for March appeared first on InvestorPlace.

8 Stocks to Buy for March

Fiverr

Palantir Technologies

In this analysis we discuss earnings results from tech growth stocks such as Shopify, Roku, Fiverr and Palantir.

Q4 2020 Tech Earnings: Shopify, Roku, Fiverr And Palantir

Roku Inc (NASDAQ: ROKU) has been on fire due to its impressive revenue and account growth rates that were additionally fueled by lockdowns and new streaming entrants. Besides ending a record year with a profitable quarter despite Wall Street expecting a loss, there's more to come as advertising dollars are shifting from linear television to streaming.

Roku Is Ready For The Next Level

The market wasn't blown away by Roku's strong fourth quarter, but maybe you should be.

3 Impressive Things About Roku's Blowout Quarter

CrowdStrike

Intuitive Surgical

These companies' shares are solid buys now, but they'd be even better investments if you could pick them up during a correction.

3 Stocks to Buy If the Market Crashes by 20%

Reports indicate that Roku intends on producing original filmed entertainment (this idea is supported in part by the acquisition of the Quibi library). This would be a big positive for the company, as it can build on its successful model of operating-system licensing and advertising with a complementary business.

Roku: IP May Be Driver Of Future Growth

Roku (ROKU) shares moved sharply higher on Friday after its fourth quarter earnings came in well above consensus estimates.

Roku (ROKU) Extends Rally After Strong Q4 Earnings

Streaming video company Roku Inc (NASDAQ: ROKU) reported fourth-quarter results that came in better than expected but not all analysts were equally impressed. The Roku Analysts: Rosenblatt Securities analyst Mark Zgutowicz maintains a Buy rating on Roku's stock with a price target lifted from $420 to $560.

Roku Had A 'Stellar' Quarter, But Is The Stock Valued Too High Right Now?

Roku is making all the right moves to turn into the globally ubiquitous "cable box of streaming TV", so buy-and-hold ROKU stock. The post Don't Shy Away From the Roku Stock Rally — It's Going Higher appeared first on InvestorPlace.

Don't Shy Away From the Roku Stock Rally — It's Going Higher

That's more in the first seven weeks of the year than he sold in all of 2020.

News for Roku Stock (ROKU)