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

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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.

Amazon

Alphabet

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

SmartTV Competition Heats Up: Roku, Amazon & Others in Focus

ROKU stock has been on a tear this year. Should investors become cautious or let the good times roll?

Is It Too Late To Buy Hot Growth Roku Stock After 2019’s Near 5x Rise?

Streaming company Roku, whose software runs one in three smart TVs in the United States, is turning to the British market as competition with Silicon Valley giant Amazon goes international.

Roku targets UK as smart TV platform duel with Amazon hots up

Roku TV today represents more than 1 in 3 smart TVs sold in the U.S. Now, the company is bringing its TV licensing program to European markets.

Roku expands its TV licensing program to Europe

Roku (NASDAQ: ROKU) stock is up by about 4x over 2019, driven by its rapidly expanding software platform business, which sells advertising and streaming video content. Much like Netflix, Roku has benefited from the acceleration of cord-cutting and the pivot toward streaming services.

Roku's Rapid Growth Compares Favorably With Netflix In Its Early Years

Roku Inc (NASDAQ: ROKU) CEO Anthony Wood has bold ambitions for the streaming video company, as he told CNBC he wants Roku technology included in one out of every two TVs worldwide.

Roku CEO: Our Technology Should Be Included In Half Of TVs

CEO and Chairman BOD of Roku Inc (30-Year Financial, Insider Trades) Anthony J. Wood (insider trades) sold 35,000 shares of ROKU on 09/03/2019 at an average price of $155.06 a share.

Roku Inc (ROKU) CEO and Chairman BOD Anthony J. Wood Sold $5.4 million of Shares

Many investors are only aware of the company's streaming devices, but they're missing the big picture of how it's growing.

3 Reasons Roku Is a Runaway Train Among Tech Stocks

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Thursday’s Vital Data: Roku, Intel, and Activision

They'll seemingly do whatever it takes to make getting access to their platforms as convenient as possible.

Roku and Amazon Want Their Streaming TV Services to be Everywhere

Roku (ROKU) saw a big move last session, as its shares jumped nearly 8% on the day, amid huge volumes.

Roku (ROKU) Catches Eye: Stock Jumps 7.7%

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Roku, Starbucks, Lyft, Square and silver were our top stock trades for Thursday. See what the charts say about them going forward.

5 Top Stock Trades for Thursday: ROKU, SBUX, SLV, LYFT, SQ

The new Smart Soundbar doubles as a streaming media player.

Roku Launches More Home Audio Products

Roku shares extended their rally to fresh all-time highs as analysts remain confident in its significant growth prospects.

Roku Moves Further into Overbought Territory After Analyst Upgrade

Streaming video platform Roku on Wednesday received a big price-target hike from a Wall Street analyst. Roku surged to another record high, its 11th in 19 trading sessions, on the news.

Roku Stock Jumps To New High On Lofty Price-Target Hike

Streaming video component maker Roku Inc (NASDAQ: ROKU) announced Wednesday the introduction of new premium audio products: the Roku Smart Soundbar and Roku Wireless Subwoofer.

Roku Leverages Recent Momentum With New Line Of Audio Devices

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One is a discount retailer while the other four run the gamut of the tech sector, but all soared in the first eight months of 2019.

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Roku announced a $180 Smart Soundbar on Wednesday that can improve the audio of your TV while also offering full Roku player support so you don't need a separate Roku box.

Roku just announced a $180 soundbar that also lets you stream video

There's also an optional wireless sub for the same price.

Roku smart sound bar rocks built-in streaming for $180

Last year, Roku entered the speaker business with the debut of the Roku TV Wireless Speakers. Today, it’s expanding its portfolio of audio products with the launch of two new products: the Roku Smart Soundbar and Roku Wireless Subwoofer, both at $180 each.

Roku launches two new audio devices: a Smart Soundbar & Wireless Subwoofer

Roku Inc. shares ROKU, +3.65% are up 2.2% in premarket trading Wednesday after D.A.

Roku stock gains after D.A. Davidson ups target to a new Street high

Roku is quickly turning its platform into an advertisers dream. And that will help boost ROKU stock over the long haul.

The More Streaming Surges, the Better Roku Stock Looks

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Doughnuts, streaming TV, and faster content delivery are the keys behind some of the stocks that hit all-time highs this past week.

3 Surprising Stocks Hitting New Highs Last Week: DNKN, FSLY & ROKU

Roku stock is trading around $149 right now, but the pros are willing to take the risk of sticking with their consensus target of just under $120.
The post Analysts Love Roku Stock, Too … But Not This Much appeared first on InvestorPlace.

News for Roku Stock (ROKU)