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 Inc. ROKU, -2.06% announced Tuesday that it has agreed to purchase dataxu, a Boston-based advertising technology company, for $150 million in cash and stock.

Roku makes ad-tech acquisition of dataxu

Roku Inc. ROKU, -0.32% said Tuesday it will buy video-ad bidding company Dataxu for $150 million in cash and stock.

Roku to acquire video-ad bidding software company Dataxu for $150 million

Roku is beefing up its advertising business with the acquisition of Boston-based dataxu, a demand-side platform that will allow marketers to plan, buy and optimize their video ad campaigns that run on Roku’s devices and services. The deal, a mixture of cash and stock, is for $150 million and has been approved by each company’s […]

Roku buys ad tech platform dataxu for $150 million

Roku, Inc. (NASDAQ: ROKU) has entered into an agreement to acquire Boston-based Dataxu, a demand-side platform, for $150 million in cash and Roku shares.

Roku To Purchase Dataxu For $150M In Cash And Roku Shares

Dataxu will boost Roku's advertising business.

Roku is buying ad tech company Dataxu in $150 million deal

ROKU stock's Q3 results will show whether the company is still participating successfully in the booming streaming TV market 
The post Is Roku Stock a Buy Prior to Quarterly Earnings? appeared first on InvestorPlace.

Is Roku Stock a Buy Prior to Quarterly Earnings?

Roku stock has bounced more than 40 points off September's deep low, but a quick trip to the all-time high appears unlikely.

Can Roku Stock Hit New Highs?

Investors came to their senses this month realizing that Comcast’s offer was nothing more than a desperate attempt to win some customers in the short term. Long term, Roku will take up the gauntlet and smash it into tiny little pieces.

As Comcast’s Attack Is Repelled, Roku Stock Looks Better Than Ever

Many companies need Roku's living room market share, which is even bigger than Amazon's, but only one can have it. 
The post Roku Stock Investors Should Hold on and Wait for Mr.

Roku Stock Investors Should Hold on and Wait for Mr. Good Buyer

GameStop

Sirius XM Holdings Inc

Tesla

Four familiar but troubled stocks are rounding higher right now. Keep an eye on Roku, Sirius XM Holdings, Tesla, and Gamestop stocks.

4 Turnaround Plays to Buy Now

Apple

Amazon

Comcast

T-Mobile US

Consumers already have too many subscriptions to remember.

Whoever Can Solve This Streaming Video Problem Will Win the War

Roku's (ROKU) shares gain following the announcement of the availability of Apple TV on select devices. Also, Apple TV+ will be available beginning Nov 1.

Roku to Offer Apple TV on Devices, Stir Up Streaming War

Goldman Sachs

UnitedHealth Group

Options trading was abuzz in United Health, Goldman Sachs and Roku on Tuesday. Here are the metrics and levels that matter moving forward.

Wednesday’s Vital Data: UnitedHealth, Goldman Sachs and Roku

Although Roku stock took a sizable spill in the markets recently, the underlying company's deal with Apple, along with a strong international narrative suggests that shares are a contrarian buying opportunity.
The post ROKU Is a Buy Now Especially with the Apple TV+ News appeared first on InvestorPlace.

ROKU Is a Buy Now Especially with the Apple TV+ News

The streaming-TV platform just added another major streaming service.

Roku Is a Must-Have for New Streaming Services

International expansion will drive growth for Roku. Steady increase in average revenue per user is a positive.

Roku Stock Can Move Higher On International Expansion Plans

Alphabet

NVIDIA

JPMorgan Chase & Co

AT&T

Alphabet, Nvidia, JPMorgan, AT&T and Roku were our top stock trades from Tuesday. Here's a look at the charts for Wednesday.

5 Top Stock Trades for Wednesday: ROKU, NVDA, GOOGL, T &

Roku now supports Apple TV, and Google announces a bunch of new products.

Stock Market News Today: Oct. 15, 2019

Shares of Roku jumped Tuesday after the company announced that the Apple TV app is now available on its platform. This news proceeds the Nov.

Roku stock jumps 10% as company adds Apple TV app

Why Roku Stock Jumped Tuesday

Roku (ROKU) news for Tuesday includes ROKU stock soaring following the addition of Apple's (AAPL) TV app to its set-top boxes.
The post ROKU Stock Rockets on Apple TV Addition appeared first on InvestorPlace.

ROKU Stock Rockets on Apple TV Addition

It's yet another pathway to get viewers to its platform.

Roku Could Amp Profits With Its New Walmart-Branded Sound Equipment

Streaming video platform Roku on Tuesday announced that it has added the Apple TV app to its lineup. Roku also will carry the Apple TV+ subscription service when it launches on Nov.

Roku Stock Rises As Streaming Video Platform Adds Apple TV App

Roku shares moved sharply higher during Tuesday's session after the company announced the inclusion of Apple TV on its platform.

Roku Stock Hits Resistance After Apple Joins Platform

Roku Inc (NASDAQ: ROKU) shares jumped Tuesday after the company announced Apple Inc.

News for Roku Stock (ROKU)