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.

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10 of the Best Long-Term Stocks to Buy in a Bear Market

We now know who the large seller of Roku shares was.

Looks Like Roku Shareholders Can Breathe a Sigh of Relief (for Now)

Netflix

With movie theaters suddenly out of the picture, streaming shares turn into winners.

Why Roku, Netflix, and Lions Gate Stock All Popped Today

Slack

Speculative stocks that stand to benefit from social distancing during the coronavirus pandemic soared on Tuesday, lifted by a broad rebound market following Wall Street's worst day in three decades.

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Future Earnings Expectations Continue To Trend Down For Roku

Even after a 20% decline on Monday, big holders want out at even lower prices.

Why Roku Crashed After Hours on Monday

Roku Has Fallen Too Far

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The coronavirus pandemic packed a punch on Thursday, smacking down these entertainment stocks whether or not they deserved to fall.

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Two of last year's biggest winners in streaming entertainment have hit fresh recent lows this week. The pessimism doesn't make sense.

When Will Disney and Roku Stock Break the $100 Price Ceiling Again?

Roku stock hasn’t lived up to its promise as a COVID-19 play, but shares are still very much worth watching for longer-term growth investors
The post Don’t Get Suckered Into Trading Roku Stock appeared first on InvestorPlace.
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Don’t Get Suckered Into Trading Roku Stock

Roku jumped in Thursday to cancel its live presentation to advertisers, following Twitter and YouTube earlier in the week. These companies are part of the NewFronts, which are organized by the IAB. The organization recommended that presentations all migrate to virtual only and is coming up with a suite of streaming solutions and tools to

Roku Latest To Cancel Live NewFront Presentation

Despite an early year downturn, Roku stock is growing fast, with a potential upside greater than 50% at current levels and analyst targets.
The post Growth Investors Should Snap Up Discounted Roku Stock appeared first on InvestorPlace.

Growth Investors Should Snap Up Discounted Roku Stock

Roku stock has gained 600% since its IPO in 2017. Here's why it is poised to move higher in the next decade.

Down 49% Since Record Highs, Is Roku Stock a Buy Right Now?

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There are plenty of buying opportunities, but I think these "stay-at-home" stocks will reap long-term benefits from the epidemic.

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The company is being conservative with its earnings projections

Roku Will Prioritize Growth Over Profits

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Roku could benefit from the coronavirus outbreak if streaming picks up. ROKU stock could rise as revenue and viewership may end up being higher than expected.

Roku Could Benefit From the Coronavirus Outbreak If Streaming Picks Up

It's a win-win deal, but Roku's definitely winning more.

Why More and More TV Makers Are Adopting Roku TV

The fast-growing streaming platform has seen its stock plunge 42% since peaking last summer. The selloff is overdone.

4 Reasons Roku Will Bounce Back

Members of the App Economy Portfolio have pressed me to take a stance on Roku when the shares were trading above $160 in November 2019.

Roku: Bullish After A 44% Sell-Off

Can Roku Win With Original Programming?

InvestorPlace contributor Vince Martin recently highlighted that Roku stock has strong support around the $100 level. Furthermore, with the current coronavirus scare likely to keep many people indoors, Roku could actually benefit from the outbreak.

News for Roku Stock (ROKU)