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 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

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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.

Salesforce

While analysts see some upside for Roku and Salesforce, investors should never fixate on short-term price targets. Roku OS is the top-selling TV operating system in the U.S., Canada, and Mexico.

2 Growth Stocks to Buy Before They Soar 56% and 60%, According to Certain Wall Street Analysts

eXp World Holdings Inc

Robinhood

Lucid Group

Riot Blockchain

Symbotic Inc

Wendy's

With Nasdaq stocks to sell, speculative stocks in fast-growing industries like artificial intelligence, crypto mining, and electric vehicles may be what first comes to mind. However, while there are stocks in these industries well worth pressing the “sell” button on, it's important to note the Nasdaq Exchange, while associated strongly with growth stocks and tech stocks, has listings for a wide variety of stocks.

7 Nasdaq Stocks to Sell in March Before They Crash & Burn

Roku stock suffers from an "uneven" recovery in the ad market and other challenges. Customer count and usage continue to march steadily higher.

Can This Beaten-Down Growth Stock Outperform the "Magnificent Seven" Over the Next 5 Years?

Roku (ROKU) concluded the recent trading session at $64.13, signifying a -0.43% move from its prior day's close.

Roku (ROKU) Stock Dips While Market Gains: Key Facts

SoundHound AI Inc

Roku, originally a Netflix subsidiary, has carved out its own niche in the streaming world. SoundHound AI leverages advanced AI for voice control, serving a wide range of industries.

2 Growth Stocks Wall Street Might Be Sleeping On, but I'm Not

Pinterest

SoFi Technologies

ARK Innovation (NYSEARCA: ARKK ) has been selling some of its Cathie Wood stocks. Robust earnings boosted valuations to record highs.

3 Beaten-Down Cathie Wood Stocks Worth Betting On in March

Cava Group, Inc.

Chipotle

Fast-casual restaurant chain Cava plans to triple its store footprint over the next 10 years. Streaming platform Roku is trading at a deep discount, and it might not last for long.

3 Magnificent Stocks That Could Help You Become a Millionaire

In the latest trading session, Roku (ROKU) closed at $62.67, marking a -0.19% move from the previous day.

Roku (ROKU) Stock Falls Amid Market Uptick: What Investors Need to Know

It reported strong fourth-quarter results, with increasing revenue and improving profitability. Investors were spooked by Walmart's announcement that it's acquiring Vizio.

Why Roku Stock Plunged 28% in February

Walmart

Roku has tumbled 33% since posting poorly received financial results. Walmart's purchase of Vizio has one analyst concerned enough to downgrade Roku, but the math still favors the niche leader.

Roku's Stock Slide on Walmart Deal Doesn't Make Sense

Roku is in a prime position to benefit from more households cutting their cable subscriptions. Roku is going up against dominant tech firms that have competing product offerings.

Could Roku Help You Become a Millionaire?

Disney

Paramount Global

The battle for streaming dominance has become a new frontier in the entertainment space. As traditional media models give way to on-demand viewing, companies are vying for leads in the digital and online models.

The Next Netflix: 3 Streaming Stocks Bound for Blockbuster Growth

Eventbrite

Manchester United

The most oversold stocks in the communication services sector presents an opportunity to buy into undervalued companies.

Top 3 Tech And Telecom Stocks That Are Set To Fly In Q1 - Manchester United (NYSE:MANU), Eventbrite (NYSE:EB)

Apple

Ford Motor Company

Lululemon Athletica

Moderna

Lululemon is showing no signs of slowing down. Moderna and Roku are poised for a comeback.

5 Top Stocks to Buy in March

BlackBerry

Super Micro Computer

In a previous column, which I wrote on Feb. 25 and was published on Feb. 27, I hypothesized that small-cap and mid-cap stocks would rally as they managed to obtain funding despite high interest rates, as the Street generally becomes more upbeat about equities, and as bears gave up shorting small-cap and mid-cap names. On Feb 27, the Russell 2000, dominated by small-cap stocks, climbed 1.34% to within a percentage point of its highest level since October 2021, suggesting that my thesis could have some validity.

The Hot List: 3 Tech Stocks Worth Buying on Weakness

Twenty-First Century Fox

Netflix

Warner Bros Discovery Inc

Radio and television broadcast companies like NFLX, WBD, FOXA and ROKU benefit from higher content consumption and steady digital viewing despite intense competition for ad revenues.

4 Broadcast Radio & TV Stocks to Buy From a Challenging Industry

Roku used low hardware prices as a loss-leader marketing strategy in the inflation-driven economic downturn. The stock is even cheaper than it looks, thanks to its rising cash-flow trends and unstoppable user growth.

Is Roku Stock a Buy Now?

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Roku, Inc. (NASDAQ: ROKU) announced that Chief Financial Officer Dan Jedda will present at KeyBanc's Emerging Technology Summit on March 6, 2024. Jedda is scheduled to participate in a fireside conversation at 2:30 PM ET / 11:30 AM PT. A live webcast and replay will be available on Roku's Investor Relations site at https://www.roku.com/investor. About Roku, Inc. Roku pioneered streaming on TV. We connect users to the content they love, enable content pu.

Roku's Chief Financial Officer to Participate at KeyBanc Emerging Technology Summit

New York Times

Politically, America is bitterly divided. Democrats fear and despise former President Trump, while Republicans have similar sentiments about President Biden.

Red vs. Blue: 3 Stocks That Could Get a Boost From Political Division in the U.S.

Walmart's Vizio acquisition spells more uncertainty for Roku's future. Wells Fargo downgraded the stock to an underweight rating and sees another 21% downside.

Roku Stock Could Fall 21%, According to 1 Wall Street Analyst

Roku Inc   (NASDAQ:ROKU) is 2.5% lower to trade at $62.77 this morning, after Wells Fargo downgraded the streaming stock to "under weight" from "equal weight" and trimmed its price target to $51 from $77.

Roku Stock Downgraded Amid Walmart Headwinds

Even as it expands, Roku may not be strong enough to fend off rising competition. The streaming platform has been regularly incurring losses despite growing sales.

Roku Has Bigger Problems to Worry About Than Walmart Acquiring Vizio

Roku's latest financial results were mixed. But active accounts and engagement are growing.

1 Beaten-Down Growth Stock to Buy With $100

Streaming video hardware and software platform operator Roku Inc. NASDAQ: ROKU shares plummeted over 35% following its Q4 2023 earnings report. The company generates most revenues from its legacy hardware sales, Roku TV sales, licensing the Roku operating system to Smart TV manufacturers and operating its namesake ad-supported streaming channel, the Roku Channel.

Is Roku worth a second look after the earnings panic selloff?

Toast

Roku and Toast are two undervalued growth stocks with tremendous upside potential. Despite a recent ad-market downturn, Roku's dominant position in the smart TV market sets it up for a strong recovery.

News for Roku Stock (ROKU)