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.

Roku stock has become more attractive following its pullback. Worries about the company's competition and margins look overdone.

Roku Stock is Even More Attractive Following Its Pullback

Salesforce

Shopify

Hot stocks are hard to trade on normal days. And doing so when the VIX is over 30 is terrifying, but it can be highly rewarding.

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Amazon

Disney

Fiverr

Alphabet

Netflix

Trade Desk

Uber

Slack

While the markets generally have reacted with volatility over the coronavirus, some stocks to buy have witnessed a rise in sentiment.

9 Stocks to Buy If People Get Stuck at Home

The company has reportedly been having talks with studios about creating new content for its streaming video platform.

Report: Roku Eying a Move Into Original Programming

Roku, a pioneer of streaming to the TV, said it’s keeping a close eye on its manufacturing supply chain in China where the coronavirus could impact how quickly it can replenish its product. Speaking at the Morgan Stanley Technology, Media & Telecom conference in San Francisco, outgoing CFO Steve Louden said the company had moved

Roku, Snap Executives Monitoring Coronavirus Impact On Businesses

Etsy

SPDR S&P 500 ETF Trust

AT&T

AT&T, Roku, Uber, Etsy and the S&P 500 ETF (SPY) were our top stock trades from Wednesday. That said, here's a look at the charts.

5 Top Stock Trades for Thursday: SPY, UBER, ROKU, T, ETSY

Adobe

Chegg

Pinterest

Snap

Block

With financial markets across the globe in free-fall on concerns that the coronavirus from China is turning into a pandemic, investors are naturally looking for safe stocks to buy to weather the coronavirus storm.

7  Safe Stocks  to Buy on the Coronavirus Dip

Roku (NASDAQ: ROKU) denies that it is following in the footsteps of Netflix, Inc.

Report Says Roku Wants Original Programs, But Company Denies Plans

Bank of America

Canopy Growth

Wednesday's big stock charts focus on three of the biggest losers in Tuesday's sell-off.
The post 3 Big Stock Charts for Wednesday: Canopy Growth, Bank of America, and Roku appeared first on InvestorPlace.

3 Big Stock Charts for Wednesday: Canopy Growth, Bank of America, and Roku

A streaming-video darling, wireless carrier giant, and gig-economy leader have some good reasons to move higher this month.

3  Top Stocks to  Buy in March

Even if things worsen, these companies with a common thread could weather the COVID-19 outbreak better than most.

These 3 Stocks Might Just Be Immune to Coronavirus

There's a laundry list of reasons to invest in the streaming pioneer -- and No. 5 represents the biggest opportunity.

7 Compelling Reasons to Buy Roku and Hold Long Term

Alibaba

Kroger

Looking for a good stock idea? Check out what these gurus are buying.

3 Stocks the  World’s Best  Investors Are Buying Right Now

Foot Locker

Exxon Mobil

This group of oversold stocks won’t just survive the coronavirus—they’ll thrive in tomorrow’s always uncertain market as well 
The post 3 Extremely Oversold Coronavirus Stocks to Buy appeared first on InvestorPlace.
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After a pullback, the valuation of Roku stock seems more reasonable relative to other growth names. However, a long-term risk remains.

Roku Stock Looks Attractive Here, but Mind the Key Risk

Panicked travelers have called off cruises and foreign flights amid COVID-19 concerns.

The 'Stay At Home' Stocks Analysts Are Beginning To Like Due To The Coronavirus

Costamare

Teekay Tankers

Five Stocks to Buy for Coronavirus Zombie Apocalypse

As more companies warn about business impacts from the Covid-19 coronavirus crisis, analysts see Netflix stock and other home entertainment stocks as safe from the spreading disease.
The post Netflix, Roku, Video Game Stocks Seen Safe From Coronavirus Impact appeared first on Investor's Business Daily.

Netflix, Roku, Video Game Stocks Seen Safe From Coronavirus Impact

Align Technology

Artisan Partners Asset Management

Balchem

Conagra Brands

JELD-WEN Hld

Workday

The markets have experienced a significant correction over the past week. These seven stocks to buy are down but not out.

7 Stocks to Buy Down 10% in the Last Week

Trefis analysis shows how Roku’s stock could potentially drop to under $30 from its current level of over $130, as a counter analysis to our upside case of How Roku’s Stock Could Cross $450. We outline a case showing how Roku’s platform revenues (which come from the sale of advertisements and.

How Roku Stock Could Drop To $30

DocuSign

The coronavirus-inspired selloff verges on the irrational.

Why DocuSign, Netflix, and Roku Technologies Stocks Dropped Today

Roku Inc. ROKU, -3.79% could be the largest consumer-technology beneficiary of a Bernie Sanders presidency, D.A.

Roku could be biggest consumer-tech winner of a Sanders presidency, says analyst

"Mad Money" host Jim Cramer rings the lightning round bell, which means he's giving his answers to callers' stock questions at rapid speed.

Cramer's lightning round: 'Roku is a great way to play cord-cut'

The leading streaming hub operator is a lot like the e-tail champ in its younger years.

Roku Stock Is the Amazon of Streaming Video

Trefis analysis shows how Roku’s stock could potentially approach $450 in 5 years from its current levels of ~$130. To achieve this, Roku will need to scale the number of active accounts from its platform business (which sells ads and premium content) from 37 million in 2019 to 125 million by 2025.

News for Roku Stock (ROKU)