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

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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.

There's a lot to love about the growth story of the streaming video platform provider.

5 Reasons Analysts Think Roku Stock Can Keep Climbing

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Roku (ROKU) closed the most recent trading day at $402.26, moving -0.28% from the previous trading session.

Roku (ROKU) Stock Moves -0.28%: What You Should Know

As of late, it has definitely been a great time to be an investor in Roku, Inc. (ROKU).

Roku's (ROKU) Shares March Higher, Can It Continue?

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These two tech companies are battling for a growing pool of digital ad dollars.

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Amazon

The IMDb TV service will double its user base with the Roku alliance.

Roku Strikes Deal With Its Biggest Competitor

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Robinhood stocks sometimes get a bad reputation. The reality is that many operate solid businesses.

7 Robinhood Stocks To Move Into Now As Young Investors Look Long Term

Roku Inc (NASDAQ: ROKU) was a big winner in 2020 and the stock has multiple catalysts ahead that can lift the stock even higher, according to BofA Securities. The Roku Analyst: Ruplu Bhattacharya maintains a Buy rating on Roku's stock with a price target lifted from $380 to $500.

7 Reasons Why Roku's Stock Can Rise To $500

Shares of Roku jumped as much as 3% on Monday after a note from Bank of America listed seven reasons why the company's stock could surge 18% over the next 12 months. 2020 was a banner year for Roku as shares of the Los Gatos, California-based company rose some 142%.

Roku jumps after BofA gives 7 reasons why the stock could surge 18% (ROKU)

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With the trading day about half over, the broad markets had pulled back on Monday.

Alphabet, Apple, Roku, Tesla and More Monday Afternoon Analyst Calls

Shares of Roku Inc. are up 2.8% in Monday morning trading after Bank of America analyst Ruplu Bhattacharya increased his price objective on the stock to $500 from $380. Bhattacharya is upbeat about the continued shift of advertising spend to streaming platforms and he sees potential in Roku's efforts to expand internationally, particularly in Brazil and the U.K. He argued that Roku's recent deal for Quibi content could help the company bring in $150 million to $200 million in incremental ad revenue annually.

Roku stock gains after Bank of America turns more bullish

The shares of Roku Inc (NASDAQ: ROKU) have received a price target of $475 by JPMorgan. These are the details.

ROKU Stock Price: $475 Target By JPMorgan

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The media-streaming veteran is just getting started on a very ambitious business plan.

Where Will Roku Be in 5 Years?

Shares of ROKU (NASDAQ:ROKU) have certainly started off 2021 with a bang. ROKU stock is now up nearly 23% so far this month after rising an astounding 147% in 2020.

Roku Stock Finally Showing Signs of Fatigue After Epic Rally

Roku Inc (NASDAQ: ROKU) has grown to become the leading TV and video streaming platform in 2020, but JPMorgan says its true driver of revenue growth in advertising has yet to play out. The Roku Analyst: Cory Carpenter initiated coverage of Roku's stock with an Overweight rating and a $475 price target.

Why Roku Could Still Have 'Significant' Advertising Growth Ahead

Roku (ROKU) shares moved sharply higher after JPMorgan initiated coverage at Overweight with a Street-high $475 price target.

Roku (ROKU) Makes Highs on Bullish JPMorgan Initiation

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With the trading day about half over, the broad markets were pushing higher on Tuesday The S&P 500 and Dow Jones industrial average were both up fractionally, and the Nasdaq posted the largest gain, closer to 1%.

McDonald's, Qualcomm, Starbucks, Tesla and More Tuesday Afternoon Analyst Calls

ROKU partners Philco to launch 4K Roku TV models in Brazil. International expansion of TV Licensing Program in Brazil is expected to boost top-line growth in the near term.

ROKU Launches New 4K TV Models in Brazil, Partners Philco

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Roku's shares have jumped nearly a third in 10 days. But how to keep them up there for the long run?

What Must Roku Do To Justify Its Lofty Share Price? Here's An Idea

The company just bought the rights to Quibi's old catalog.

News for Roku Stock (ROKU)