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

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Earnings data Q4 2022

Earnings data Q1 2023

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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.

One analyst just raised his 12-month share price target for Roku by $40.

Why Roku Stock Jumped on Thursday

With a platform of 43 million accounts, Roku has positioned itself perfectly to benefit from continued growth in connected TV.

This Is the 1 Tech Stock I Bought in September

Amazon

Alphabet

Google has rebooted its TV plans yet again with a new Chromecast. This time around, the results look more promising.

Google is finally ready to fight Roku and Amazon in the streaming wars

Roku (ROKU) expands streaming product lineup with redesigned Ultra player and Stream Bar. The company is launching a standalone Roku Channel mobile app beside Roku 9.4 OS update ahead of holidays.

Roku (ROKU) Unveils Ultra player, Streambar and OS 9.4 Update

Digital Turbine

Etsy

Lululemon Athletica

Shopify

Shares of Digital Turbine, Etsy, Lululemon, Roku, and Shopify could be worth a spot in a growth-oriented portfolio.

Best Growth Stocks for October 2020

Roku shares moved about 2% higher during Monday's session after the company launched two new products following its Peacock deal.

Roku (ROKU) Rises Within Price Channel After New Launch

Trade Desk

These companies appear perfectly positioned to capitalize on the growth of digital advertising and connected TV. But one has an advantage.

Better Buy: Roku vs. The Trade Desk

Roku's platform aggregates streaming content, enabling users to manage their subscriptions and make payments from one place.

Roku: A Massive Opportunity In Digital Advertising

Streaming media device maker Roku is updating its lineup in advance of the holiday season with the addition of two new products: a redesigned version of its high-end Roku Ultra which, for the first time, adds Dolby Vision support as well as Bluetooth. The company is also introducing a combination player and soundbar device, called […]

Roku introduces a new Ultra player, a 2-in-1 ‘Streambar,’ and a new OS with support for AirPlay 2

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (NASDAQ: ROKU) today unveiled its new streaming lineup for the U.S. to include an all-new and redesigned Roku Ultra (MSRP $99.99) and the addition of the Roku® Streambar™ (MSRP $129.99). Roku Ultra offers the best performance of any Roku player for less than $100, and was specifically designed for avid streamers. For streamers looking to add powerful streaming and premium sound to any TV, the Roku Streambar is the easiest way for consumers to upgrad

Roku Introduces All New Roku Ultra and Unveils the Roku Streambar

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (NASDAQ: ROKU) today announced Roku® OS 9.4 will start rolling out to Roku devices in the coming weeks. Roku OS 9.4 offers customers new ways to access content quickly and a range of performance enhancements. The Roku Channel is adding more ways to access all-in-one entertainment via a new dedicated mobile app for iOS and Android smartphones available in the coming weeks. Additionally, Roku announced a new streaming player line up in another announc

Roku OS 9.4 Provides New Ways to Access Content, More Voice Options & Customizations

Roku's best streamer now matches the HDR format support of Amazon Fire TV 4K and Apple TV 4K.

Roku Ultra gets Dolby Vision HDR and Wi-Fi upgrades, stays at $100

As the competition heats up, Amazon is upping its game.

Amazon's Fire TV Gets a Makeover to Better Compete With Roku

ROKU stock is a long-term winner, with building business momentum and a still tangible valuation that points to big upside. 
The post Stick with Roku Stock as Ad Spending Migrates to Streaming TV (YouTube Video) appeared first on InvestorPlace.

Stick with Roku Stock as Ad Spending Migrates to Streaming TV

Comcast

A long period of holding out and several other factors favored Roku in negotiations.

How Roku Finally Got a Deal Done for Peacock

SPDR Gold Trust

Aurora Cannabis

AutoZone

Roku, the Gold ETF, Aurora Cannabis and AutoZone were our top stock trades for Tuesday. That said, let's have a look at the charts.

4 Top Stock Trades for Tuesday: ROKU, GLD, ACB, AZO

Roku (ROKU) is seeing its stock soar higher on Monday following news that the Peacock app has launched on its streaming platform.
The post Roku Stock Pops 18% on Peacock Launch appeared first on InvestorPlace.

Roku Stock Pops 18% on Peacock Launch

Roku Inc. (NASDAQ: ROKU) shares made a solid move higher on Monday after the company announced that it would be adding a new app to its platform.

Roku Adds Peacock to Its Ever Expanding Platform

Roku Inc (NASDAQ: ROKU) shares are rallying after announcing a new partnership with NBC Universal, which includes the Peacock streaming service.

Roku Gets Peacock Ahead Of Rivals And Gains Streaming Leverage

Streaming video platform Roku is likely to cut a deal soon to carry HBO Max now that it has reached an agreement to add Comcast's Peacock to its lineup, a Wall Street analyst said Monday.
The post Roku Deal To Carry Peacock Opens The Door For HBO Max appeared first on Investor's Business Daily.

Roku Deal To Carry Peacock Opens The Door For HBO Max

Nikola

Market volatility continued to begin the new week.

Nikola Leads Nasdaq Lower, but Roku's Proud as a Peacock

Comcast, NBCUniversal's parent company, and Roku had been in talks for months to get the service on Roku.

Roku stock jumps after NBCUniversal's Peacock app launches on it

Peacock is one of the biggest streaming services around, and it's now coming to a Roku near you.

Here's Why Roku Stock Is Soaring Even Though the Market Is Down Today

Roku (ROKU) strikes carriage distribution deal with Comcast owned NBC Universal's Peacock streaming app after months of negotiations over ad inventory.

ROKU Inks Deal With Comcast for Streaming Service Peacock

Comcast and the streaming platform are finally playing nice, which only proves that Roku has become the newest media kingmaker.

News for Roku Stock (ROKU)