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.

Netflix

YETI

Beyond Meat

McDonald's

Beyond Meat, Roku, Netflix, Yeti and McDonald's are our top stock trades for Wednesday. So, let's take a look at the charts.

5 Top Stock Trades for Wednesday: ROKU, NFLX, YETI, MCD & BYND

Roku announced this morning it’s expanding into Brazil, a sizable market that could have a notable impact on the streaming device maker’s advertising business. The company last summer was said to be considering a Brazil expansion, at a time when over 90% of its advertising business’s revenue came from the U.S.

Roku expands to Brazil, launches Roku TV featuring Globoplay in partnership with AOC

Disney

One was one of last year's hottest stocks; the other two are media giants. All will have a lot to prove when they deliver their quarterly results.

3 Entertainment Industry Earnings Reports to Watch This Season

The two streaming giants continue to battle for supremacy.

Amazon Pulling Away From Roku, but Not for Long

Don't let the video streaming wars scare you -- it's a great thing for these companies.

3 Video Streaming Stocks You Can Bank On

Investors need to pay close attention to Roku (ROKU) stock based on the movements in the options market lately.

Options Traders Expect Huge Moves in Roku (ROKU) Stock

ROKU stock is testing a critical support zone. Here are two trades to consider -- one bull and one bear.

How to Trade Roku Stock Right Now

Canopy Growth

Aphria

Invitae

AT&T

Canopy Growth, AT&T, Roku, Aphria and Invitae were our top stock trades for Tuesday. Let's look at the charts.

5 Top Stock Trades for Tuesday: CGC, T, ROKU

Based on its current market price and future growth prospects, Roku Inc. looks fairly valued as its future growth prospects have largely been reflected in the whopping 3.3x rise in the company’s stock price in the last one year.

Is Roku’s Stock Fairly Valued?

Although Roku stock has enjoyed tremendous gains off the streaming revolution, it’s more a cautious buy due to competitive pressures and the ever-changing technology environment.
The post Can 32 Million Users Be Wrong About Roku Stock?

Can 32 Million Users Be Wrong About Roku Stock?

The streaming media platform specialist is making a strong case for itself as "the next Netflix."

Why Roku Shares Quadrupled Last Year

Amazon's Fire TV is a competitive threat to ROKU stock, but competition in the streaming content market will likely benefit Roku as Amazon, Apple, Disney, Netflix and others fight a costly battle for content supremacy.
The post Risks for Roku Could Be Blessings in Disguise appeared first on InvestorPlace.

Risks for Roku Could Be Blessings in Disguise

ROKU stock has suffered from valuation friction over the past few months, but these struggles won't last much longer.
The post Roku Stock Will Brush Its Valuation Risks Off Sooner Than You Think appeared first on InvestorPlace.

Roku Stock Will Brush Its Valuation Risks Off Sooner Than You Think

Roku had a breakout year in 2019, thought there were plenty of ups and downs. Here are four things to know about ROKU stock heading into 2020
The post Roku Stock Quadrupled Last Year, But Will the Growth Continue in 2020?

Roku Stock Quadrupled Last Year, But Will the Growth Continue in 2020?

Six Flags

There are big profits to be made in catering to couch potatoes, coaster fanatics, and movie buffs.

3 Entertainment Stocks to Buy in January

Apple

Amazon

Alphabet

NVIDIA

These publicly traded companies make it insanely easy to cut the cord on cable and satellite programming.

The 5 Best Cord-Cutting Hardware Companies

Cannae Hlds

Generac Holdings

Universal Display

Shopify

StoneCo

The S&P 500 gained 31.5% in 2019, including dividends. If you’re looking for stocks to buy in 2020, you might want to look beyond the index.

7 Stocks to Buy That Could Double for a Second-Consecutive Year

Roku (ROKU) announces at least 15 manufacturers will make Roku TVs in 2020, including its own branded units, at CES 2020.

Roku (ROKU) Adds New Licensee Brands for Roku TV in 2020

Roku stock was an absolute winner in 2019. However, that won’t stop shares from ticking higher in 2020 thanks to the robust streaming market.

3 Reasons Why ROKU Can Still Win in 2020

This is a classic David and Goliath story -- and we all know how that turned out.

The Ad-Supported Streaming Battle Rages Between Amazon Fire TV and Roku

Roku, Inc. (NASDAQ: ROKU) announced Monday that it's adding a number of global brands as licensee partners for Roku TV in order to make electronics products compatible with the streaming hardware.

What To Know About Roku TV Ready

Amazon’s Fire TV isn’t the only connected TV platform aiming to reach more screens by way of new partnerships. While Amazon today announced plans to bring Fire TV to more places — including cars and cable boxes — its chief competitor, Roku, shared this morning it’s adding 15 global brands as licensee partners for Roku […]

Roku TV adds 15 more brand partners plus a new “Roku TV Ready” program

Roku has announced its newest program designed to make soundbars from the likes of TCL and Denon work better with Roku TVs.

Roku TV Ready will enable users to control soundbar with Roku remote

Roku (ROKU) was the best performing tech stock of 2019 as it soared over 355% during the year, but it was no easy road for the company.

Will Roku Carry Momentum Over Into 2020?

SPDR S&P 500 ETF Trust

Stocks To Keep An Eye On If The Market Corrects

News for Roku Stock (ROKU)