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.

Shares of Roku fell on Wednesday after Comcast announced a new deal on its connected boxes and Facebook launched a new Portal TV device.

Roku shares plunge after Comcast announces free streaming box and Facebook launches TV device

Comcast beats Roku on price with a free streaming-TV player.

Why Roku Stock Fell 12% on Wednesday

The case for turning incrementally positive on streaming video hardware and software company Roku Inc (NASDAQ: ROKU) is based on its industry-leading platform and an attractive international growth opportunity, according to Guggenheim.

Guggenheim: Roku Growth Story Has More Fuel

Roku Inc. shares ROKU, -7.12% are off 8% in Wednesday trading after the company got some new competition in streaming video.

Roku stock falls amid new competition in streaming from Comcast, Facebook

Facebook's Portal TV Gives Roku Investors Pause

Roku stock has been a beast in 2019, but bullish investors should welcome a larger correction and wait until these criteria are met before buying shares.
The post The Bull Market in Roku is Over — For Now appeared first on InvestorPlace.

The Bull Market in Roku is Over — For Now

Roku investors didn't like Apple's plans for its new streaming video service.

Is Apple TV+ Good or Bad for Roku?

Amazon

Back-to-back announcements show the competition is heating up in the streaming device market abroad.

Amazon and Roku Are Battling for Supremacy in Europe

And it has just as much potential for growth over the next half decade.

Roku Looks a Lot Like Netflix Circa 2012

Roku shares tumbled 10.5% on Tuesday, but Apple TV+ will be more friend than foe. The pie is getting bigger, and you're going to need a bigger bib.

Roku Got Rocked but Should Bounce Back

LOS ANGELES, Sept.  11, 2019  (GLOBE NEWSWIRE) --  Cinedigm (NASDAQ: CIDM)  announced today that Comedy Dynamics’ award-winning library is now available on The Roku Channel, the home for free and premium TV on the RokuÒ platform. Comedy Dynamics’ programming consists of previously featured movies, series, original content, and award-winning specials. Now, the linear channel delivers a more robust approach, presenting 24/7 stand-up comedy specials carefully curated by Comedy Dynamics’ staff.

Comedy Dynamics is Launching on The Roku Channel Powered by Cinedigm

Ford Motor Company

Visa

Options trading was buzzing in Ford, Visa and Roku on Tuesday. Here are the metrics that matter moving forward.

Wednesday’s Vital Data: Ford, Visa and Roku

Universal Display

Starbucks

Find out why these high-profile stocks led the market lower.

Why Starbucks, Roku, and Universal Display Slumped Today

The Street seems to think that Apple's affordable pricing for its new streaming-TV service could pose a threat. But is the Street wrong?

Why Roku Stock Took a Hit Tuesday

Apple

Disney

Netflix

Apple, Roku, Disney and Netflix were in the limelight on Tuesday. Here's a look at the charts as we press into the rest of the week.

4 Top Stock Trades for Wednesday: AAPL, DIS, NFLX, ROKU

Shares of Roku Inc. ROKU, -12.16% tumbled 12% in afternoon trading, with losses accelerating after Apple Inc.

Roku's stock tumbles after Apple TV+ pricing unveiled; Disney and Netflix stocks fall as well

The media streaming company delivered exceptional second-quarter results.

Why Roku Stock Popped 46.5% in August

ROKU will remain a winner long term, but at these levels, traders will end up betting on momentum rather than investing in streaming.
The post At These Levels, Buying ROKU Stock Is Speculating Not Investing appeared first on InvestorPlace.

At These Levels, Buying ROKU Stock Is Speculating Not Investing

Amazon's Fire TV and Roku are expanding into key European markets like the U.K. and Germany.

Amazon and Roku are bringing their streaming rivalry to Europe

In the long run, ROKU stock will move significantly higher. The near-term outlook, however, is clouded by valuation risks.

Roku Stock is a Long-term Winner With Short-term Valuation Risks

The fast-growing streaming video pioneer reached record heights on Monday morning, but the gains didn't stick.

Roku Stock Keeps Hitting All-Time Highs

The streaming video player leader expands its home audio component offerings.

Roku Ready to Take on Everyone With New Smart Soundbar

Streaming video platform Roku is the on-ramp to internet television for many consumers. Investors have taken notice of its key position in the market.

Is Roku Stock A Buy Right Now? Here's What Earnings, Charts Show

ROKU has 39% of the streaming market, making Roku stock a pretty good bet to eventually be acquired by a huge company.  
The post Roku Stock Looks Poised to Be Acquired appeared first on InvestorPlace.

Roku Stock Looks Poised to Be Acquired

Alphabet

Roku's expansion of TV Licensing Program in Europe is expected to face challenge from Amazon and other industry players.

News for Roku Stock (ROKU)