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.

Netflix

Needham analysts on Wednesday reiterated their longstanding pair trade in the streaming video space: sell Netflix Inc (NASDAQ: NFLX) and buy Roku Inc (NASDAQ: ROKU). Contrary to popular belief, Netflix is not an industry leader as streaming "merely the fifth form of delivery of TV" and the company very much competes against over-the-air, cable, satellite, as well as TV and film, Needham's Laura Martin wrote in a note.

Needham Sticks To Its Streaming War Stance: Buy Roku, Sell Netflix

Roku Stock Could Surge 22% to $375, According to This Analyst

Roku (ROKU) shares moved higher after analysts at Citi and Needham expressed bullish views on the TV streaming platform.

Roku (ROKU) Jumps After Analysts Cite 2021 Potential

Roku stock jumped on Wednesday after the streaming video platform received a pair of upbeat reports from Wall Street analysts. Roku stock surged into record high territory on the news.

Roku Stock Gaps Up On Cheery Reports For Its Streaming Video Platform

Implied volatility for Roku is toward the lower end of the 12-month range. Calendar spreads benefit from a rise in implied volatility.

Roku Stock: Option Traders Like The Look Of A Calendar Spread Trade

FuboTV

Magnite

Trade Desk

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Even longtime bears are warming up to this high-octane growth stock nowadays.

Why Roku Shares Gained 45% in November

  The post Here's Why Roku Can Hit $1,000 appeared first on InvestorPlace.

Here's Why Roku Can Hit $1,000

Already one of the market's hottest stocks, Roku stock has huge upside potential left thanks to the Great CTV Ad Shift. The post 3 Big Reasons Why Roku Stock Can Surge to $1,000 appeared first on InvestorPlace.

3 Big Reasons Why Roku Stock Can Surge to $1,000

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (NASDAQ: ROKU) announced that Laurie Simon Hodrick and Gina Luna were elected to its board of directors. Laurie and Gina are both financial experts and also join the Company's Audit Committee. “We are thrilled to welcome Laurie and Gina to Roku's Board of Directors,” said Roku Founder and CEO Anthony Wood. “Roku will benefit greatly from their deep financial expertise, public company and corporate governance experience, and passion for our business

Roku Welcomes Laurie Simon Hodrick and Gina Luna to Board of Directors

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (NASDAQ: ROKU) today announced the launch of “Winter StreamLand” on The Roku Channel, an initiative designed to deliver easy access to great entertainment and help users to escape, relax and unwind. Available in the U.S. starting today, Winter StreamLand features curated collections of thousands of hit movies and TV shows, live TV channels, kids & family entertainment, plus unlocked premium subscriptions content. Additionally, for the first time

The Roku Channel Makes it Easy to Watch Free and Unlocked Entertainment and Debuts iHeartRadio Holiday Music Channels for “Winter StreamLand”

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

Why Is Roku (ROKU) Up 31.7% Since Last Earnings Report?

Comcast

Disney

DISH Network

2020 has been like the plot of a binge worthy show. Here are five streaming stocks that can help you profit no matter where the plot moves.

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AT&T has now blessed its fledgling HBO Max with content, but this doesn't mean that it has leverage.

Roku Still Wins the HBO Max Gambit

Streaming staple Roku, Inc. (NASDAQ:ROKU) is used in North America, Latin America and throughout Europe.

Red-hot Roku Stock Aiming to Finish Strong

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Twitter

These seven long-term stocks are likely to bring stable returns to any tech portfolio. The post 7 Of The Best Long-Term Tech Stocks To Buy As Sector Looks Ready to Charge appeared first on InvestorPlace.

7 Of The Best Long-Term Tech Stocks To Buy As Sector Looks Ready to Charge

Is it time to take profits in Roku and bet on the House of Mouse instead?

Better Buy: Roku vs. Disney

Amazon

DocuSign

Amazon, Roku, and DocuSign are far from penny stocks, but their strong growth prospects make them worth paying a higher price.

Don't Waste Your Money on Penny Stocks. These 3 Stocks Are Better Buys

A reopening economy could be a major catalyst for this already fast-growing company.

1 Top Growth Stock to Buy Ahead of a COVID-19 Vaccine

Investors expect an exciting 2021 from the streaming-TV platform.

4 Must-See Metrics Behind Roku's Soaring Stock Price

Streaming video hardware and software maker Roku Inc (NASDAQ: ROKU) has benefited over the months from people spending their time at home and recent momentum can be sustained even after a vaccine is available to the public, according to BofA Securities. The Roku Analyst: Ruplu Bhattacharya maintains a Buy rating on Roku's stock with a price target lifted from $260 to $310.

Roku's Fundamentals 'Remain Strong,' Analyst Says

Shares of Roku Inc (NASDAQ: ROKU) have received a price target increase from $255 to $315 by Needham & Company. These are the details.

ROKU Stock Price: $315 Target By Needham

Roku Stock Will Surge 20% to $315, According to This Analyst

AMC Networks

Subscription streaming outlet AMC+ has launched on Roku, expanding its distribution reach to the No. 1 U.S. streaming platform. AMC+ is a $9-a-month bundled offering showcasing programming from across AMC Networks' streaming and linear portfolios, from Shudder, Sundance Now and IFC Films Unlimited to AMC, BBC America, IFC and SundanceTV. Key titles include The Walking...

AMC+ Launches On Roku

One analyst firm underscored Roku's fantastic long-term shareholder value and boosted the stock's target price by nearly 30%.

News for Roku Stock (ROKU)