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

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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

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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 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.

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Cost of revenue

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SG&A

Other

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EBITDA

Net income

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Receivables

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Net PPE

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Book value per share

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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.

The successor to our favorite TV of 2018 has started shipping, and it's already had its first discount.

TCL 6-Series Roku TVs for 2019 now on sale at $800 for 65-inch size

Roku Inc (NASDAQ: ROKU) will have a tough time competing in the streaming video landscape, as growing competition will push the cost of devices to "zero," according to Pivotal Research.

Pivotal Research Explains Roku Bear Thesis

Roku shares have more than quadrupled this year, but the stock has had some rocky days of late as more players jump into streaming.

Why Roku is one of the most volatile stocks in tech

Adobe

FedEx

General Motors

Microsoft

The stock market held up amid soaring crude oil prices and a Fed rate cut. Microsoft rose on a big buyback.

Stock Market Steady Amid Soaring Crude Oil Prices, Fed Rate Cut; Microsoft, Adobe, FedEx, GM, Roku In Focus: Weekly Review

Pivotal Research Group began coverage of Roku with a sell rating on Friday

Analyst initiates Roku with sell rating, says cost of streaming devices going to 'zero'

And investors are missing that they’re missing something.

Roku's New Competitors Are Missing Something

A new freebie for Comcast internet-only customers is disrupting Roku's stock price, but it's no disruptor.

If Roku Goes Down, It Won't Be Because of Xfinity

Internet television platform Roku on Thursday introduced a revamped lineup of streaming video players and improvements to its operating system. Roku stock rose after tumbling Wednesday.

Roku Stock Rebounds On New Streaming Boxes, Software Update

Media giant Comcast Corporation (NASDAQ: CMCSA) will begin offering internet customers a free over-the-top box set, but one Roku Inc (NASDAQ: ROKU) analyst isn't worried about the new competitive landscape.

Analyst Defends Roku After Comcast Product Launch

All in all, Roku stock is overpriced given these risks. I am not completely bearish on the company's future share price.

New Competition Threatens Bull Case for Roku Stock

ROKU stock got dinged after news of increasing competition worried investors, but that worry presents an interesting trading opportunity.
The post Trade of the Day: Roku Stock Is More Attractive After Latest Rout appeared first on InvestorPlace.

Trade of the Day: Roku Stock Is More Attractive After Latest Rout

Roku Inc. ROKU, -13.71% on Thursday announced new Roku Express and Roku Ultra streaming devices, a day after the company's shares tumbled amid competition concerns.

Roku announces new streaming devices

Netflix

AT&T

Options trading was hot in Roku, AT&T and Netflix on Wednesday. Here’s what the data suggests moving forward.

Thursday’s Vital Data: Roku, AT&T and Netflix

Roku is getting a jump on the holiday shopping season with the arrival of new and updated devices. The company is expanding its media player lineup for the U.S.

Roku unveils a new streaming player lineup, plus Roku OS 9.2 launch

The 2019 lineup of Roku's popular players starts at $30 with an all-new Express and ends at $100 with a more-ultra Ultra.

New Roku streamers add tricked-out remotes, remain affordable

FedEx and Roku took some tough body blows in trading on Wednesday due to very different developments.

Were These 2 Stocks Unfairly Punished by the Market Today?

Shares of Roku just lost more than a tenth of their value on news about a streaming player you've probably never heard of -- and are unlikely to ever use.

Are Roku Investors Overreacting to Comcast's Free Streaming TV Box?

Roku (ROKU) shares closed down almost 14% on Wednesday as social media giant Facebook (FB) announced that they would be jumping on the streaming bandwagon.

Roku (ROKU) Shares Plummet as More Companies Enter the Streaming Race

After Roku Inc.’s massive 2019 rally, which took the stock up a mind-boggling 450%, the streaming media company took a hit on Wednesday after a media giant, Comcast, made a move that undercuts the makers of streaming-media players.

Streaming Wars: Roku Stock Takes A Hit

Comcast

The telecom and media giant is taking a page out of Roku's playbook.

Roku Tanks on Free Comcast Streaming Players

McDermott

NeoPhotonics

Concerns about major financial troubles hit one of these stocks hard.

Why McDermott International, Roku, and NeoPhotonics Slumped Today

Roku and the Fed were the focus on Wednesday, as the former plunged and the latter cut rates. Here's what happened in the stock market today.

Stock Market Today: Federal Reserve Cuts Rates; Roku Tumbles

Bristol-Myers

Beyond Meat

Roku, Adobe Systems, Beyond Meat and Bristol-Myers Squibb are our top stock trades. Read on to see what the charts say.

4 Top Stock Trades for Thursday: ROKU, ADBE, BYND & BMY

Roku issued research Wednesday that forecasts TV viewing via streaming will exceed pay-TV viewing by 2024, but the company’s stock dropped sharply after Facebook and Comcast made streaming news. The New Generation of Cord-Cutters, a study done for Roku by Macro Consulting that draws from both Roku-using and non-Roku-using respondents, obviously advances the company’s agenda.

Roku Sees Streaming Topping Pay-TV By 2024 But Stock Dives On Facebook, Comcast News

Roku shares moved sharply lower after Comcast announced that its streaming player would be available for free.

News for Roku Stock (ROKU)