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.

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 As Covid-19 Shut-Ins Use Its Streaming Video Service?

Roku’s (NASDAQ: ROKU) Ads and Commission segment revenue has grown 3.3x from $225 million in 2017 to $742 million in 2019, reflecting a whopping growth of 229%. During the same period Roku’s total revenues increased by 120% from $513 million to $1.1 billion.

What’s Behind Roku’s $470 Million Revenue Addition In 2020?

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There's no point in dumping Roku stock shares as the company's advertising-focused business should prove to be profitable.
The post Stick With Roku Stock for Slower but Steady Revenue Growth appeared first on InvestorPlace.

Stick With Roku Stock for Slower but Steady Revenue Growth

Roku is managing the current environment to maximize long-term gains.

3 Reasons Roku Will Emerge Stronger Post-COVID-19

Roku: Investors Are Missing The Point

Investors are worried about slowing ad revenue growth, but those fears may be overblown.

Roku's Earnings Sell-Off Is Shortsighted

Roku Inc (NASDAQ: ROKU) shares dropped 8% on Friday after the company reported strong first-quarter user growth but shared lackluster commentary about its ad business outlook for the second quarter.

Why Roku Is Still A Long-Term Winner In The Streaming Wars

When Roku Inc. (NASDAQ: ROKU) released first-quarter financial results after markets closed Thursday, the company said that it had a net loss of $0.45 per share and $321 million in revenue.

Are Roku Q1 Results Really That Disappointing?

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

Roku (ROKU) Q1 Loss Narrower Than Expected, Revenues Rise Y/Y

One of last year's hottest stocks is proving mortal after posting first-quarter results. Let's break it down.

3 Reasons Roku Stock Tumbled on Friday

Roku Inc. (NASDAQ: ROKU) released its first-quarter earnings report on Thursday that topped the analysts’ estimate for revenue. The report offered an initial insight into the Coronavirus impact on the company’s financial performance as the pandemic pushed advertisers into slashing spending in recent months.

Roku slumps 10% as the company reports more than usual ad cancellations in Q1

Roku, Inc.'s (ROKU) CEO Anthony Wood on Q1 2020 Results - Earnings Call Transcript

Roku delivered strong results in the first quarter, with the onset of COVID-19 in March propelling an 80% rise in total streaming hours as linear TV viewing in younger demos showed declines. Total revenue rose 55% from the year-earlier quarter to reach $320.8 million, ahead of Wall Street analysts’ estimates. The company’s loss per share

Roku Kills It In Q1: Revenue Up 55%, Streaming Hours Up 80%, Accounts Near 40M

Shares of Roku Inc. were off more than 4% in after-hours trading Thursday after the company reported fewer streaming hours than analysts were expecting and cited higher-than-normal advertising cancellations for its ad business.

Earnings Results: Roku stock dips after coronavirus drives higher-than-usual advertising cancellations

Streaming services have reported huge spikes in subscribers during the crisis as stay-at-home orders have forced more people to stay inside.

Roku reports strong user growth, but sour ad business outlook

Roku (ROKU) earnings for the set-top box company's first quarter of the year have its stock falling after-hours Thursday.
The post Roku Earnings: ROKU Stock Falls 6% Following Q1 Results appeared first on InvestorPlace.

Roku Earnings: ROKU Stock Falls 6% Following Q1 Results

Roku Inc (NASDAQ: ROKU) reported quarterly losses of 45 cents per share on Thursday, which met the analyst consensus estimate.

Roku Reports Q1 Sales Beat, Active Accounts Up 38%

Streaming video platform Roku on Thursday topped Wall Street's revenue target and matched on earnings in the first quarter. But the Roku earnings report sent its stock lower in late trades.

Streaming Video Platform Roku Beats Sales Target, But Stock Drops

Roku stock will continue to climb as consumers cut the cord on cable companies and switch to the future of media.
The post Roku Stock Will Keep Putting a Beating on Cable Competitors appeared first on InvestorPlace.

Roku Stock Will Keep Putting a Beating on Cable Competitors

Roku Inc. (NASDAQ: ROKU) is scheduled to release its first-quarter results after the markets close on Thursday.

Will Roku Complete Its Comeback With Q1 Results After the Close?

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ROKU stock is always a buy in a world where everyone wants to stream everything all the time. The key is to find the right entry points.

Roku Stock Needs Management to Shine This Week

Roku: Growing Through Structural Shifts In The Ad Landscape

News for Roku Stock (ROKU)