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 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

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Earnings data Q1 2024

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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.

Less than half of Roku users watch The Roku Channel. That's an opportunity.

The Roku Channel Could Double Viewership Again

Comcast

Netflix

AT&T

Apple

Alphabet

Broadcasters and cable giants must bow before the streaming powerhouses in today's world -- making these streaming stocks very valuable. The post 6 Streaming Stocks to Keep Your Eye On appeared first on InvestorPlace.

6 Streaming Stocks to Keep Your Eye On

Roku Inc (NASDAQ: ROKU) has received a price target increase from $120 to $200 by Loop Capital. These are the details.

ROKU Stock Price: $200 Target By Loop Capital

Activision Blizzard

Take-Two Interactive Software

If people go back to work, will they really stop playing video games?

Why Video Game and Streaming Stocks Plunged Today

Trade Desk

After their stocks tanked on coronavirus vaccine optimism, CNBC's Jim Cramer said investors should pick up Roku and Trade Desk into weakness.

Jim Cramer recommends two cord-cutting plays after a pull back Monday

Amazon

Electronic Arts

Peloton

Zoom Video

Netflix, Roku and other stay-at-home stocks fell Monday on news of an effective Covid-19 vaccine. The vaccine raises hopes that people soon could return to normal lives after the pandemic.

Stay-At-Home Stocks Fall On News Of Effective Covid-19 Vaccine

Roku (ROKU) shareholders got caught in a painful bull trap on Monday after last week's breakout to new highs.

Roku (ROKU) Fails Post-Earnings Breakout

Roku continued its good year with a strong Q3, per its latest earnings release. The company, which saw a surge in not only watch time, but also ad sales and device sales, reported a 73% year-over-year (YoY) increase in revenues for the quarter. Roku said in the release that it expects further growth going into the holidays, albeit tempered by pandemic-related contractions in consumer spending.

Roku reports impressive Q3 results, growing revenues and user numbers

ROKU stock is a long-term winner at the epicenter of the enormous shift in ad dollars from linear TV to streaming TV. The post This Is Why Roku Stock Is a Top Stock to Buy appeared first on InvestorPlace.

This Is Why Roku Stock Is a Top Stock to Buy

Markets were mixed on Friday, but these stocks gave investors some huge gains.

2 Nasdaq Winners You Need to Know About

Roku Inc. shares are up 12% in Friday trading and on track to close at a record after analysts cheered the company's strong growth despite the pandemic.

The Ratings Game: Roku stock surges toward a record amid ‘V-shaped recovery' in ad spending

With users streaming billions of hours of video content during the quarter, the company reported a surprise profit.

Here's Why Roku Stock Kept Climbing Today

Streaming video hardware and software company Roku Inc (NASDAQ: ROKU) reported third-quarter results Thursday that several analysts are applauding, with no signs of a slowdown in Roku's momentum.  The Roku Analysts: BofA Securities analyst Ruplu Bhattacharya maintains a Buy rating on Roku's stock with a price target lifted from $245 to $260.

3 Roku Analysts Recap 'Stellar' Q3

The shares of Roku Inc (NASDAQ:ROKU) are up 10.9% at $249.47 at last check, earlier hitting a record high of $252.37, after the streaming device maker reported better-than-expected third-quarter earnings, and revenue that is up 73.1% from a year ago.

Bull Notes Galore for ROKU After Earnings Beat

The company continued to benefit from cord cutting trends and stay-at-home orders.

Roku stock jumps after earnings beat and analysts raise price targets

Roku's (ROKU) third-quarter 2020 results benefit from increased ARPU, advertising revenues and user engagement.

ROKU Q3 Earnings Top Estimates, Advertising Revenues Rebound

Roku, Inc.'s (ROKU) CEO Anthony Wood on Q3 2020 Results - Earnings Call Transcript

The company's flip into the black was significant and unexpected.

Roku Rises 3% After Hours on Stunning Q3 Net Profit

Roku (ROKU) delivered earnings and revenue surprises of 123.08% and 20.06%, respectively, for the quarter ended September 2020. Do the numbers hold clues to what lies ahead for the stock?

Roku (ROKU) Q3 Earnings and Revenues Beat Estimates

Streaming video platform Roku late Thursday beat Wall Street's targets for the third quarter and posted a surprise profit. However, the earnings report caused Roku stock to waver.

Roku Stock Wavers As Streaming Video Platform Posts Surprise Profit

Shares of Roku Inc (NASDAQ: ROKU) are up in after-hours trading after beating third-quarter earnings estimates with strong advertising growth.  Financials: In the third quarter, Roku had revenue of $451.7 million.

Roku's 90% Video Advertising Growth Powers Company To Huge Q3 Revenue Beat

Shares in Roku rose in after-hours trading, following an upswing during the main Thursday session, after the company released third-quarter results well above Wall Street expectations. Revenue jumped 73% from the year-ago period and profit reached 9 cents a diluted share, compared with a loss of 22 cents a share a year ago. The consensus...

Roku Shares Rise As Q3 Results Bash Estimates, Platform Hits 46M Active Accounts

Roku Inc. reported a surprise profit as well as revenue that easily exceeded expectations, but shares dipped in late trading Thursday.

Earnings Results: Roku delivers surprise profit and large revenue beat, but stock falls

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (NASDAQ:ROKU) today released third quarter 2020 results. Visit the Roku investor relations website https://ir.roku.com/investor-relations to view the third quarter 2020 letter to shareholders. The company will host a webcast of its conference call to discuss the results today at 2:00 p.m. Pacific Time. Participants may access the live webcast in listen-only mode on the Roku investor relations website. An archived webcast of the conference call will

Roku Releases Third Quarter 2020 Financial Results

Greenhaven Road Capital recently released its Q3 2020 Investor Letter, a copy of which you can download here. Greenhaven's estimated returns for the third quarter totaled approximately +50% net of fees and expenses. August was the best month in the partnership history. The net result is that both funds are up around 55% for the year, comparing favorably to the Russell 2000, which ended September down -8.7% year to date. You should check out Greenhaven Road Capital's top 5 stock picks for investors to buy right now, which could be the biggest winners of this year.

News for Roku Stock (ROKU)