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.

Although the ROKU stock price took a sizable discount based on a short-seller’s report, looking into the details reveal a much more positive outlook for the OTT maker longer term.

3 Reasons to Hold Your Nose and Buy Roku Stock

Roku (NASDAQ: ROKU) stock is up 4x this year, driven by the growth of its platform business, which sells ads and distributes streaming video content. While revenues of the platform business have grown at a CAGR of over 100% over the last 3 years, the media players business.

Roku’s Low-Margin Players Business Remains Crucial To Its Growth

McDonald's

Target

A discount retailer, leading streaming player, and global restaurant chain have what it takes to survive the next recessionary downturn.

3 Stocks to Buy  Ahead of the  Next Market Crash

Tesla

Tesla drops as lawsuit details emerge, and Roku stock keeps falling.

Stock Market News Today: Sept. 24, 2019

Shares of Roku Inc. ROKU, -5.47% dropped 5.4% in morning trading Tuesday, and has now plunged 40% in a little over two weeks, but Oppenheimer analyst Jason Helfstein said that the recent selloff has created a "buying opportunity" as it just represents just an unwind in momentum stocks.

Roku's stock drops again; Oppenheimer defends more bullish view

Roku shares have plummeted roughly 30% since September 17 after Wall Street and investors fled the stock after Comcast (CMCSA) and Facebook (FB) made headlines in the streaming TV device market. So is now the time to buy Roku stock?

Time to Buy Roku Stock on the Dip After Streaming TV Competition Selloff?

Unproven competition fears and an overly aggressively bearish analyst call send a panic-stricken ROKU stock reeling, but buying a technical bottom is entirely another story for the time being.  
The post Why ROKU Stock Is Still an Unfit Stock to Buy appeared first on InvestorPlace.

Why ROKU Stock Is Still an Unfit Stock to Buy

Roku Inc. (ROKU) has had a massive 2019 rally, which took the stock up a mind-boggling 450%. But the streaming media company took a hit last  Wednesday after a media giant, Comcast, made a move that undercuts the makers of streaming-media players.

Roku Could Be In For More Downside

Roku could be in trouble. Competition from much bigger companies is coming to the streaming market, and investors are bailing out of Roku's stock.

Roku has lost 40% of its value as competition heats up

Though it is not necessarily game over for ROKU, the sellers are in control. But, there are still ways to profit from three support zones.

It Is Not ‘Game Over’ for Roku Stock

Amazon

Netflix

Options trading was buzzing in Roku, Netflix, and Amazon on Friday. Here are the metrics that matter moving forward.

Monday’s Vital Data: Roku, Netflix and Amazon

The streaming wars may have claimed a new victim, and one technical analyst says it could be about to get worse.

Roku could fall another 30% before finding a bottom, chart suggests

Roku shares plummet nearly 27% on the week after an analyst downgrade and a potential price war on streaming devices.

Roku Stock: Next Stop, $60?

Boot Barn Hlds

Lam Research

Nasdaq

Pure Storage

Upwork Inc

CNBC did a deep dive through the most recent Wall Street research to find stocks that analysts say are underappreciated.

Wall Street analysts say these stocks have "underappreciated" stories

Smart TV maker Roku saw its shares plummet close to 20% on Friday — the latest in a series of double-digit stock tumbles as the video streaming war heats up. Friday’s plunge — Roku’s third double-digit stock drop in just two weeks — were triggered by a Wall Street research report that questioned Roku’s ability.

Roku shares plummet after negative Wall Street analysis

Though it fell sharply on Friday, the video streaming platform specialist's stock is still up 250% year to date.

Is Roku Stock Overvalued ?

PG&E

Find out what's happening in the streaming video world that's making shareholders anxious.

Why Netflix, Roku, and PG&E Slumped Today

Roku (ROKU) launches new devices that are expected to strengthen its footprint in the increasingly crowded video-streaming space.

Roku Unveils Streaming Devices Roku Express & Roku Ultra

SPDR S&P 500 ETF Trust

Roku, Amazon and the S&P 500 demand our attention. Here's a look at some top stock trades trades to look at next week.

3 Top Stock Trades for Monday: ROKU, AMZN, S&P 500

Roku news for Friday about Pivotal Research analyst Jeffrey Wlodarczak initiating coverage of the stock with a poor rating is dropping ROKU.
The post Roku News: Why ROKU Stock Is Falling Today appeared first on InvestorPlace.

Roku News: Why ROKU Stock Is Falling Today

Roku Inc (NASDAQ: ROKU) shares have experienced a steady sell-off this week, culminating in a 20% drop on Friday.

Roku's Rough Week: A Constructive Pullback For The Stock?

Comcast is offering a free streaming media player. Is it a Roku killer?

1 Analyst Thinks Roku Stock Could Fall 50%

Pivotal Research thinks Roku shares could get cut in half.

Why Roku Tanked Again Today

Uh-oh -- looks like somebody just read Comcast's press release.

Why Roku Stock Just Dropped Another 10.5%

Streaming video platform Roku received a bearish assessment from a Wall Street analyst on Friday, causing Roku stock to tumble below its 50-day moving average line, a key support level.
The post Roku Stock Dives Below Key Support Level After Getting Sell Rating appeared first on Investor's Business Daily.

News for Roku Stock (ROKU)