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

Roku stock rose 11% to near an all-time high after Citibank analyst Jason Bazinet initiated coverage of the streaming firm with a “buy” rating and an optimistic thesis. Netflix shares also jumped 10% on a Piper Sandler report indicating a high degree of subscriber loyalty. They entered the final hour of the trading day at

Roku And Netflix Stocks Jump On Wall Street Analysts’ Streaming Optimism

A highly respected analyst firm started coverage of the streaming media technology expert with a bullish rating and a lofty price target.

Why Roku Stock Jumped on Wednesday

Video streaming keeps growing that advertisers should not only embrace the platform but increase spending to reach a wider audience.
The post After Being Range Bound for Too Long, Roku Stock Is Poised to Break Out appeared first on InvestorPlace.

After Being Range Bound for Too Long, Roku Stock Is Poised to Break Out

Roku could cement its position as a toll collector on the path to one of the most expensive corporate wars in history.

Roku: The Ultimate Winner Of The Streaming Wars

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10 Growth Stocks That Could Seriously Double

Roku's long-term business outlook is better than ever, but the valuation of its stock remain unchanged in 2020.

Why Roku Stock Is Headed Higher

COVID-19 did have an impact on company’s revenues but in this case, it was more of a nightmare turned fairy tale situation.

What are you going to watch next?

Roku (ROKU) is more dependent on advertising revenue than hardware or streaming subscription sales.

Why Hasn't Roku (ROKU) Broken Out?

Roku Inc has seen its stock rise by 135% in the last 5 months and by 10% since the beginning of this year, with its market cap standing at roughly at $19 billion. The stock now trades at close to 12x projected 2020 revenues, despite the fact that the company is likely to post losses this year.

Roku Stock In 3 Years: What's Possible?

Deutsche Bank moves to support the over-the-top streaming leader.

Why Roku Stock Popped 5% Today

Roku (NASDAQ: ROKU) shares are trading higher on Wednesday after Deutsche Bank initiated coverage on the stock with a Buy rating and a $185 price target.

Why Roku's Stock Is Trading Higher Today

Roku: Benefiting From The Shift To Connected TV

The streaming company is thriving, even during a pandemic.

Roku's Stellar Second Quarter Is Worth a Closer Look

Dips in ROKU stock are buying opportunities. Much like the reaction from the prior earnings report, this dips has upside potential.

Roku Stock Buy-the-Dip Still Works, Stay the Course

Roku generated strong growth in Q2, while Roku stock has multiple, strong, positive catalysts. 
The post As It Becomes a Heavy-Hitter in Ad Technology, Roku Stock Is Set to Soar appeared first on InvestorPlace.

As It Becomes a Heavy-Hitter in Ad Technology, Roku Stock Is Set to Soar

Roku Inc stock (NASDAQ: ROKU) lost more than 53% of its value – dropping from $137 in January 2020 to $64 in March 2020, due to the Covid-19 outbreak and the resultant lockdown, which led to expectations of economic slowdown and lower consumer spending power.

Roku’s Stock: Decline In The Cards As Covid-19 Hits Ad Spend?

Shares of the popular streaming platform gained in July as the company demonstrated its competitive strengths.

Why Roku Stock Climbed 33% Last Month

Roku's Q2 earnings report was quite good, so this minor post-earnings selloff of Roku stock won't last very long. 
The post Don’t Worry About the Post-Earnings Weakness of Roku Stock appeared first on InvestorPlace.

Don’t Worry About the Post-Earnings Weakness of Roku Stock

Management isn't optimistic TV ad spend will come back quickly.

Roku Investors Should Ignore Management's Bleak Industry Outlook

Sports are finally back. Last month, Major League Baseball (MLB) kicked off its regular season about four months later than usual due to COVID.

If the NFL Season Gets Cancelled, Roku Stock Could Soar

Roku benefits from massive cord-cutting and shaving movement. But despite current trends, Roku stock is overpriced until the company can show consistent profits or cash flow.

Roku Stock Seems Overpriced Despite Acceleration in Cord Cutting

Second-quarter revenue blew past estimates. But an uncertain outlook from management spooked some investors.

Why Roku Stock Fell Sharply on Thursday

Streaming video hardware and software maker Roku, Inc. (NASDAQ: ROKU) reported second-quarter results that prompted three analysts to turn incrementally bullish on the stock.

Roku's 'Stellar Quarter' Keeps These Analysts Pressing The Buy Button

Roku's (ROKU) second-quarter 2020 results benefit from increased ARPU, advertising revenues and user engagement. However, video ad campaign cancellations or delayed starts hurt profits.

News for Roku Stock (ROKU)