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 will face major challenges as retail giant Walmart moves to buy smart TV maker Vizio, analysts say.

Roku Faces Big Challenges After Walmart's Vizio Acquisition

Roku tumbled 24% after a disappointing fourth-quarter report, and the shares are down 85% from their all-time high. There are issues with cost-containment and ad revenue growth that need to be resolved.

Roku Stock Is Beaten Down Now, but It Could 10X

Roku (NASDAQ: ROKU ) stock is falling on Tuesday as investors in the TV streaming platform company react to news of Walmart (NYSE: WMT ) buying smart TV maker Vizio (NYSE: VZIO ) Walmart is going to acquire Vizio for $2.3 billion in cash to fuel its planned expansion into the smart TV advertising space. That will have it directly competing against Roku and has the company's shareholders worried.

Why Is ROKU Stock Down Today?

Roku remains the fourth-largest holding at investment firm Ark Invest. Ark Invest has a sizable 2026 base case estimate for the streaming company.

Is Ark Invest's Price Target for Roku Still Realistic?

Vizio Holding Corp

Walmart

Vizio's stock was trading at around $10.98 a share in pre-market activity on Tuesday -- more than 15% higher than its $9.53 closing price from Friday.

Walmart agrees to buy smart TV maker Vizio for $2.3B — sending Roku stock plunging

Roku's agnostic streaming ecosystem offers value to its various stakeholders. As a leader in the industry, Roku continues to gain from the cord-cutting trend.

3 Must-Know Facts Before You Buy Roku Stock

Shares of Roku fell about 25% during the week ended Feb. 16, 2024. Roku added 10 million active users last year, but the stock fell in response to a disappointing forward outlook.

Is Roku a Buy on the Dip?

Advertisers and media companies aren't paying as much as they used to for access to Roku users. Its growth is slowing down on a couple of important fronts, which unpleasantly surprised investors.

3 Reasons Why Roku's Good Quarter Wasn't Good Enough

Roku is an agnostic platform that benefits from the huge spending of competing streaming services. Shares of Roku remain well below their peak price, so the valuation is compelling.

Is Roku the Best Streaming Stock to Buy Right Now?

Roku beat top- and bottom-line estimates for the fourth quarter. Its guidance seemed to disappoint the market.

Roku Hits a Roadblock: Is This a Buying Opportunity or a Red Flag?

Roku stock has plunged nearly 30% since my previous article, as I warned investors to flee. Roku's surprisingly tepid guidance on media and entertainment spending likely surprised the market. It could hurt Roku's ability to grow its adjusted EBITDA significantly, which is necessary to justify its expensive growth premium.

Roku: I Warned Investors To Flee. Now, It's Time To Return (Upgrade)

Shares of Roku dropped more than 23% Friday, one day after it reported earnings and a profit forecast below analysts' expectations, sending company shares plummeting in what became Roku's worst trading day ever.

Roku Stock Tanks More Than 23%—Its Worst Trading Day Ever

Roku Inc. shares are on track to shed almost a quarter of their value Friday, and one analyst sees the media-streaming company ”at the precipice of being squeezed by the emergence of challengers on all flanks.”

Roku's stock falls 23% — and one bear now sees challenges brewing ‘on all flanks'

Among the best Cathie Wood stocks to buy and watch in today's stock market are Coinbase, Roku, Tesla stock and Zoom Video.

Cathie Wood Stocks In 2024: Roku Stock Plunges 23% On Earnings

Roku reported disappointing fourth-quarter results on Thursday afternoon. It exceeded growth expectations, but an uneven ad market is weighing on its monetization.

The Good, Bad, and Ugly of Roku This Week

Roku stock is down 15% after the company reported Q4 earnings. Is the stock a buy right now?

Why Are Shares of Roku Crashing After Earnings?

Roku is growing faster than expected, and guidance is good as well. The company's average revenue per user is taking a step back, and that has some investors concerned.

Why Roku Stock Crashed Today

Roku's fourth-quarter sales soared to $984 million, a robust 14% year-over-year increase. A surge in active user accounts, with 10 million new additions over the year, highlights the company's expanding market presence.

Is Roku's Post-Earnings Dip Your Under-the-Radar Opportunity to Make Money in the Long Run?

Streaming stock Roku Inc (NASDAQ:ROKU) is 17% lower before the bell, following the company's mixed fourth-quarter report.

Streaming Stock Lower After Earnings Whiff

ROKU's fourth-quarter 2023 results benefit from growing active accounts and streaming hours on The Roku Channel.

ROKU Q4 Loss Narrower Than Expected, Revenues Increase Y/Y

Roku's key metrics, such as active accounts and streaming hours, showed healthy growth, but average revenue per user declined.

Roku Q4: I Am Loading Up The Truck (Rating Upgrade)

Roku dropped nearly 17% on Friday after the streaming-service provider forecast a steeper-than-expected first-quarter loss, as it struggles to compete with heavyweights such as Netflix and Amazon for advertising dollars.

Roku tumbles as stiff competition from heavyweights dents outlook

Roku Inc (NASDAQ:ROKU) shares are down 15% in pre-market trading after the TV maker warned it would face “difficult” growth rates in 2024, with earnings falling quarter-on-quarter due to weakness in the ad industry. Revenues during the first quarter of 2024 are predicted to fall to US$850 million, the lowest level since the same period in 2023.

Roku tumbles as weak ad market dents forecasts

Roku, Inc. (ROKU) Q4 2023 Earnings Call Transcript

The headline numbers for Roku (ROKU) give insight into how the company performed in the quarter ended December 2023, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

News for Roku Stock (ROKU)