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, the library of streaming content, are soaring this year as the company grows at an incredible pace.

Behind Roku’s 376% Rise this Year

Chipotle

Shopify

Turn off the financial news and tune in to the bullish price action in top stocks Roku, Shopify and Chipotle which are leading the market higher.
The post 3 Fresh All-Time Highs to Play: ROKU, SHOP, CMG appeared first on InvestorPlace.

3 Fresh All-Time Highs to Play: ROKU, SHOP, CMG

Activision Blizzard

Barrick Gold

Options trading was buzzing in Barrick Gold, Activision Blizzard and Roku on Tuesday. Here are the metrics that matter moving forward.

Wednesday’s Vital Data: Barrick Gold, Activision Blizzard and Roku

Roku has been one of the most explosive stocks of the year, up a whopping 374% in 2019.

Is Roku (ROKU) Poised to Take the Streaming Service Throne?

In an apples-to-apples comparison, Roku is actually ahead of its streaming competitor.

Roku's User Growth Is Outpacing Netflix's and Could Accelerate

Roku stock spiked to a record high on Tuesday as the streaming video platform received a bullish outlook from a Wall Street analyst. William Blair sees international growth fueling Roku.

Roku Projected To Reach 82 Million Active Accounts By 2025

The video streaming specialist is close to quintupling in 2019. The party doesn't seem to be over.

Have We Hit Peak Roku?

William Blair expects Roku to reach 80 million active accounts by 2025.

Roku is growing even faster than Netflix did at the same point, analyst says

Aurora Cannabis

Boeing

Salesforce

VMware

Geopolitical headlines are causing a ruckus in the markets but there are still top stocks to trade.

5 Top Stock Trades for Monday: ROKU, ACB, VMW, CRM, BA

A growth firm like ROKU doesn’t immediately inspire confidence in a potentially recessionary environment, but the finer details reveal that Roku stock is a surprisingly relevant pick.
The post Roku Stock Needs a Recession appeared first on InvestorPlace.

Roku Stock Needs a Recession

Nordstrom

Options trading was hot in Nordstrom, Roku, and Salesforce.com. Here’s what the data suggests moving forward.

Thursday’s Vital Data: Nordstrom, Roku and Salesforce.com

Disney

Netflix

Despite Netflix being known for missing badly on one quarter a year, investors took that as a big sign the days of big growth were grinding to a halt -- and down went Netflix stock.
The post Who Will Win the Streaming Wars?

Who Will Win the Streaming Wars? Netflix, Disney or Roku Stock

Growth accelerated in both platform and total revenue yoy growth rates in Q2.

Roku Q2: Rather Smooth Sailing

The ROKU stock price continues to soar on strong results. But at this point valuation has moved from expensive to nearly absurd.

Why the Roku Stock Price Needs to Pull Back

The streaming pioneer is making it even easier for users to find age-appropriate content, boosting its already-robust user numbers.

Roku's Latest Move Targets Kids and Families

Baidu

Tesla

Baidu, Roku and Tesla are tech stocks to sell in the wake of recent market meltdowns and the ongoing U.S.-China trade war.

3 Tech Stocks to Avoid (or Sell) for Now

Akamai Technologies

Trade Desk

As Walt Disney, AT&T and others launch new internet TV services, investors should eye plays on 'derivatives' such as Roku stock, Akamai and Trade Desk, says RBC Capital. 
The post Video Streaming War 'Derivatives' Gain: Roku Stock, Trade Desk, Akamai appeared first on Investor's Business Daily.

Video Streaming War 'Derivatives' Gain: Roku Stock, Trade Desk, Akamai

Streaming video platform Roku on Monday announced the addition of a "Kids & Family" section on its free, advertising-supported Roku Channel. Roku stock hit a record high last week.

Roku Adds Free Children's Channel To Its Streaming Video Platform

Roku’s home entertainment hub, The Roku Channel, is expanding into kids’ programming. The company this morning announced plans to aggregate kids and family movies and TV alongside the channel’s other content, including the free, ad-supported movies and television, live TV, and subscriptions.

Roku launches a Kids & Family section on The Roku Channel, plus parental controls

ROKU is proving to be the freight train of the streaming space and Roku stock looks poised for even more upside.
The post Stop Worrying About Roku Stock’s Valuation appeared first on InvestorPlace.

Stop Worrying About Roku Stock’s Valuation

Roku stock has surged 40% to an all-time high after a strong quarter and could fuel additional momentum profits in coming weeks.

Roku Stock in Rocket Mode After Bullish Quarter

The long term bull thesis supporting ROKU stock remains in-tact, but valuation friction may limit gains in the near term.
The post I Love Roku Stock, but Here’s Why I Sold Some After the Earnings Pop appeared first on InvestorPlace.

I Love Roku Stock, but Here’s Why I Sold Some After the Earnings Pop

Wall Street frequently issues upgrades and downgrades without any accountability. Not in this case.

Analyst Issues a Rare Mea Culpa on Roku

The streaming platform powerhouse's earnings were negative, but still surprisingly good.

Roku Lost a (Profits) Battle, but Is Winning the (Living Room) War

RBC Capital Market analyst Mark Mahaney downgraded Roku Inc (NASDAQ: ROKU)'s stock rating from Outperform to Sector Perform in early July.

News for Roku Stock (ROKU)