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 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

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Purchase/sale of investments

Purchase/sale of business

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Cash from other sources

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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.

Comcast

NBCUniversal and Roku announced late last week that they’d resolved the dispute that was keeping NBCU’s streaming Peacock app off Roku’s smart TV platform. And as of this morning, Peacock has launched on Roku.

NBCUniversal’s Peacock is now live on Roku

Shares of Roku Inc. ROKU, +14.35% are up more than 13% in Monday trading after the company announced that NBC's Peacock streaming service would now be available on its platform.

Roku stock surges after company adds NBC's Peacock service to streaming platform

After a day of public distribution drama last Friday, NBCUniversal’s Peacock has officially launched on Roku in the U.S.. The streaming service now has access to Roku’s 43 million active accounts. Comcast CEO Brian Roberts has estimated Peacock has been downloaded 15 million times but it should now get quite a few more viewers to

Peacock Officially Launches On Roku

The impasse threatened to see dozens of NBC apps pulled from the streaming platform.

Roku and NBCUniversal Reach 11th-Hour Distribution Agreement

After Roku blocked Peacock, NBCUniversal is pulling channels off the platform. Here's why Roku customers and investors look like losers in the standoff.

Roku Suddenly Looks Vulnerable in Peacock Dispute

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NBCUniversal had threatened to pull all its apps from Roku if a deal couldn’t be reached.

NBC Streaming Service Peacock Is Coming To Roku

Roku and NBCUniversal have reached a milestone deal that will see Peacock, NBCU’s new streaming service, get distributed on Roku’s potent streaming platform in the coming weeks. The two companies had battled over the past 24 hours following months of fruitless, on-and-off negotiation. Early Friday morning, word came that there could be an impasse that

Peacock Will Stream On Roku As Deal Ends Distribution Squawk

Two months after its nationwide launch in July, NBCUniversal's free service makes its way to Roku's popular streaming platform.

Peacock, Roku reach deal to add streaming service app to TV devices

NBCUniversal threatened to pull more than 11 channels from Roku’s streaming service by Saturday morning, escalating a fight over Roku’s refusal to carry the media giant’s new Peacock video app. NBC’s Peacock — which includes programming from its NBC network and NBC News, as well as flicks from its Universal Pictures studio — has been.

NBCU threatens to pull channels from Roku in fight over Peacock app

NBC fans are in the crossfire as Peacock remains absent on Roku.

Roku, Comcast battle over Peacock could see NBC apps removed from the platform

Roku, a major streaming gatekeeper, has reached an impasse with NBCUniversal over its nascent Peacock service and a swath of NBCU apps is about to go dark as a result. As soon as overnight Friday into Saturday, 11 national “TV Everywhere” apps, which are available to pay-TV subscribers, will disappear due to the dispute. Dozens

Roku And Peacock Clash Over Carriage; NBCUniversal TV Everywhere Apps Set To Go Dark

Roku, Inc. (ROKU) Management Presents at KeyBanc Future of Technology Conference (Transcript)

A Wall Street analyst sees better-than-average growth prospects.

Why Roku Stock Shot Up 6%

Shares of Roku Inc. ROKU, +5.56% are up 5% in Tuesday trading after KeyBanc Capital Markets analyst Justin Patterson initiated coverage of the streaming-media company with an overweight rating and $228 price target.

Roku stock gains after KeyBanc chimes in with bullish rating

Netflix

We're streaming a lot of video these days, and one Wall Street pro is now bullish on the two leaders of the revolution.

Roku and Netflix Have Your Living Room on Lock

Roku’s success as a streaming platform that makes more from ads and licensing than hardware has won an analyst upgrade for Roku stock.
The post After Analyst Upgrade, Roku Stock Aims At $215 Price Target appeared first on InvestorPlace.

After Analyst Upgrade, Roku Stock Aims At $215 Price Target

NEW YORK--(BUSINESS WIRE)--A new study released today by MAGNA, Roku, Inc. (NASDAQ: ROKU) and IPG Media Lab, “Valuing the Value Exchange,” demonstrates how marketers can use brand experiences that aide TV streaming content discovery while sponsorships for live events and sports are limited.

Roku, MAGNA and IPG Media Lab Study Reveals Advertisers Benefit 4X From Brand Experiences That Help Consumers Find Free Content

Streaming video platform Roku is the on-ramp to internet television for many consumers. Investors have taken notice of its key position in the market.

Is Roku Stock A Buy Right Now? Here's What The Charts Show

Wells Fargo is now the biggest Roku bull on Wall Street.

Roku Stock's Next Stop: $215?

Roku: Fast Growth Stock And Cheap, I'm Long

Roku's outlook remains very bright, and Roku stock is not overvalued. But investors may want to wait before pulling the trigger.

Roku Is a Winner Amid the Tech Weakness

Is this the TV-streaming play you should have in your portfolio?

Roku Stock: Headed to $215?

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Wells Fargo certainly believes so; it just initiated coverage on the stock with a glowing analysis.

News for Roku Stock (ROKU)