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.

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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

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Earnings data Q1 2022

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Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

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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

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Income tax payable

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Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

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Book value per share

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Funds from operations

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Cash from investing

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Purchase/sale of investments

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Cash from other sources

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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's user monetization is slipping due to expansion into emerging markets. Users and engagement are still growing just fine.

This Streaming Stock Is Down 30% in a Week: Time to Buy? Or Run Away?

Roku investors are concerned about competitive threats, and its latest earning report was troubling. Roku's users can fairly easily switch to a different connected TV platform, which makes its moat less durable.

Roku Stock Is Down 35% in Less Than a Month -- Is This a Beaten-Down Bargain to Buy Now?

Roku is growing as investors had hoped, but profit margins for both sides of its business are dropping. The company is building a large, engaged audience, which should result in impressive monetization in time.

Roku Lost More Money in 2023 Than Ever Before. Here's 1 Reason to Sell and 1 Reason to Buy Hand Over Fist.

Investors sent Roku stock down after Walmart said it would acquire Vizio. The popular streaming platform then fell again after issuing its latest earnings report.

Cathie Wood Just Bought More Shares of Roku Stock. Should You?

Roku continues to grow its streaming platform but can't seem to generate a profit. The company is facing a problem with advertisers going to platforms such as YouTube instead of using its own services.

Roku Stock Is Crashing: What's Wrong With This Video Streaming Giant?

Parts of management's fourth-quarter outlook spooked Roku investors. Walmart's planned purchase of smart TV maker Vizio further complicates the situation.

1 Wall Street Analyst Thinks Roku Stock Is Going to $100. Is It a Buy Around $63?

Walmart is buying TV manufacturer Vizio. Roku's business is already feeling the profit pressure.

Why Did Roku Stock Slip Over 10% This Week?

Roku stock has fallen hard since peaking during the pandemic. The streaming business isn't reliably generating profits to date.

Roku Stock: Buy, Sell, or Hold?

Vizio Holding Corp

Walmart

Walmart is buying Roku competitor Vizio for $2.3 billion. That deal will likely affect the long-standing partnership between Walmart and Roku.

Should Walmart's Purchase of Vizio Worry Roku Stock Investors?

Confluent

A large and engaged user base is playing a major role in attracting ad dollars to Roku's platform. Cutting-edge data streaming technology and a massive addressable market can drive up Confluent's share prices in the coming months.

2 No-Brainer Growth Stocks You Can Buy With Less Than $100 and Hold at Least 5 Years

Docebo

The S&P 500 has increased 40% since the current bull market started, but history says there is plenty of upside left. Roku is the most popular streaming platform in the U.S. and Mexico, though average revenue per user declined in the fourth quarter.

The Bull Market Is Official: 2 Magnificent Growth Stocks to Buy Before They Soar 75% and 150%, According to Certain Wall Street Analysts

Roku's stock is crashing after the company disappointed Wall Street with its quarterly update.

Should Investors Buy the Dip in Roku Stock?

The 30% drop from their pre-earnings share price should tell you everything you need to know about Roku, Inc.'s NASDAQ: ROKU earnings report. The streaming giant reported their Q4 numbers last week, and while they managed to deliver a beat on revenue and shared decent forward guidance, investors didn't hesitate to run for the exit.

Roku stock and the mother of all entry opportunities

Roku is reporting double-digit revenue growth and improved profitability. As its platform gets more accounts and viewing hours, it has more to offer advertisers.

Roku's Average Revenue Per User Dropped in 2023. Here's Why That's a Good Thing.

Roku (ROKU) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

Down -26.08% in 4 Weeks, Here's Why Roku (ROKU) Looks Ripe for a Turnaround

The retail giant's acquisition of Vizio raises distribution worries as Roku's platform growth has slowed.

Walmart's Streaming Play Swamps Roku

Roku may be the leading smart TV platform in North America, but it sells its smart TV devices below their costs. With economic uncertainty remaining elevated, the recovery in ad spend has been uneven.

Here's Why Roku Stock Has Been Getting Pummeled

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'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.

News for Roku Stock (ROKU)