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.

A clock-beating and clutch agreement between Roku and Fox has bullish investors suiting and strategically positioned in shares for big-time gains
The post Trade of the Day: It’s Showtime for ROKU Stock Investors Today appeared first on InvestorPlace.
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Trade of the Day: It’s Showtime for ROKU Stock Investors Today

The streaming specialist Roku stock will likely move lower before it begins to reward shareholders in 2020
The post Buy Roku Stock If It Dips After Next Week’s Earnings appeared first on InvestorPlace.
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Buy Roku Stock If It Dips After Next Week’s Earnings

Amazon

YETI

Zoom Video

Amazon, Roku, Yeti and Zoom Video were our top stock trades for Tuesday. That said, let's take a look at the charts.

4 Top Stock Trades for Tuesday: AMZN, ROKU, YETI, ZM

AT&T

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

Despite a market rally and cute Super Bowl ads, these entertainment and media are still headed lower. They're all stocks to sell now.

4 Struggling Entertainment and Media Stocks to Sell Now

Twenty-First Century Fox

Relax Roku owners: Fox apps will remain on your devices after all.

Roku and Fox reach agreement in time to stream Super Bowl 2020

MongoDB

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Each of these companies is forgoing profits in order to reap huge benefits over the coming 10 years.

3  Stocks Poised for Huge Growth Over the Next Decade.

Roku Inc. and Fox Corp. reached a distribution deal late Friday, narrowly avoiding a blackout that would have removed Fox apps from the Roku streaming platform ahead of the Super Bowl.

The Wall Street Journal: Roku and Fox reach distribution deal to avoid streaming blackout ahead of Super Bowl

Roku's path forward may put more pressure on streaming media companies.

Roku's Fox Blackout Threat Is a Sign of Strength

Shares of Roku fell Friday in the wake of the streaming platform’s announcement that it had dropped Fox's broadcast and cable channels days before the media company's telecast of the Super Bowl after the companies failed to come to terms to renew their expiring distribution contract.

Roku Drops Fox Channels Days Before Super Bowl: Shares Fall

Shares of Roku tumbled 7% on Friday after the streaming video company told customers it was removing Fox channels from its platform ahead of Sunday's Super Bowl broadcast.

Roku tries Fox Super Bowl play but stock loses yardage

The hottest telecast of the year has become a pawn in a streaming TV agreement power struggle.

Roku's Stock Tumbles as Its Battle With Fox Spills Over Into Super Bowl Weekend

Roku stock has sold off nearly 30% since the September 2019 rally high, but dip buyers are still sitting on their hands.

Roku Stock: Sellers in Charge So Far in 2020

Roku has top-dog advantage, and it could become the cable company of the world. As a result, Roku stock can climb much higher.

Why Roku Stock Can Climb Much Higher Despite Heated Streaming Competition

Roku (NASDAQ:ROKU) has started slowly in 2020. Down 3% year date through January 24, Roku stock is a buy.

Under $100, Roku Stock Is a Screaming Buy

Here's why the stock can move higher in 2020.

3 Things That Could Make Roku Soar When It Reports Earnings

Roku’s audio expansions continue today with a software update that gives its existing line of Roku Smart Soundbars the ability to offer a surround sound experience when paired with Roku TV Wireless Speakers. The soundbar had already worked with Roku’s Wireless Subwoofer to add base to the listening experience, but now they can pair with […]

Roku’s Smart Soundbar can now pair with its wireless speakers for surround sound

More than one-third of Americans and Canadians don't stream video on their TVs.

There's Still a Big Opportunity for Roku and Amazon in North America

Boeing

VMware

Sellers are dominating in BA, ROKU and VMW. Here are three bearish strategies to profit from shareholders' pain.

3 Stocks to Sell Following Monday’s Beatdown

Roku's expansion into international markets will ensure the company benefits from healthy subscriber growth, boosting Roku stock.
The post Roku Stock Will Trend Higher After It’s Finished Consolidating appeared first on InvestorPlace.

Roku Stock Will Trend Higher After It’s Finished Consolidating

Did the streaming TV platform specialist keep up its wild growth during Q4?

What to Watch When Roku Reports Earnings

The streaming specialist is trading lower this year, but there are a lot of reasons to be hopeful for a turnaround.

Roku Investors: A 2020 Survival Guide

Roku beat expectations last quarter, yet the stock didn't do much. As professor Nathaniel Hartmann wrote, margin pressure could hold Roku back.

With Rising Threats and Falling Profitability, Stay Clear of ROKU Stock

The company is getting aggressive with its international rollout.

Roku's International Expansion Will Start Taking Hold in 2020

The domestic connected-TV leader is hoping to catch up to its rivals internationally.

Roku's Making a Big International Expansion

The streaming pioneer just took the next big step to tap a massive international opportunity.

News for Roku Stock (ROKU)