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.

Roku has a number of advantages in the ongoing streaming battle -- and might be the better investment.

Is Roku a Better Streaming Play Than Netflix?

Pfizer

Uber

Options trading was buzzing in Uber, Pfizer and Roku on Monday. Here are the metrics that matter moving forward.

Tuesday’s Vital Data: Uber, Pfizer and Roku

Is it too late to get in on this hot growth stock?

Roku Stock: After Soaring 330% in 2019, Is It a Buy, Sell, or Hold?

Is Roku now a better video-streaming play than Netflix?

Roku Jumps on Needham Price Target Boost

GTT Communications

ViewRay

Momentum carried one of these stocks higher, while two others bounced back from tough hits recently.

Why Roku, GTT Communications, and ViewRay Jumped Today

Deere & Company

McDonald's

Netflix

Pinterest

McDonald's, Roku, Pinterest, Netflix and Deere are our top stock trades for Tuesday. Here's how to trade them now.

5 Top Stock Trades for Tuesday: ROKU, PINS, NFLX, DE & MCD

Is it fair for investors to compare Roku Inc (NASDAQ: ROKU) with Netflix, Inc. (NASDAQ: NFLX)?

Roku Vs. Netflix: Needham Compares Streaming Stocks

Users spend an average of 3.5 hours per day streaming video on Roku devices.

How Roku Keeps Growing Average Time Spent on Its Platform

The streaming space is growing rapidly, and Roku is well positioned to capture market share.

Roku Shares Quadruple With Big Buy Demand

Roku Inc. (NASDAQ: ROKU) shares have absolutely exploded in 2019, and it seems that analysts can’t raise their price targets quick enough.

Why Roku Still Has More Upside Than Netflix

Amazon.com is gaining ground, but Roku is finding new ways to pad its lead.

Roku Continues to Dominate the Streaming Device Market

A Wall Street brokerage on Monday pounded the table for Roku, saying the streaming video platform is undervalued. Needham reiterated its buy rating raised its price target to 150 from 120.

Roku Stock Spikes On Street-High Price-Target Hike

One of the streaming-video specialist's most vocal bulls lifts her price target on the hot stock to $150.

Roku Stock: Next Stop, $150?

Roku Inc. shares ROKU, +2.70% are up 2.5% in premarket trading Monday after Needham analyst Laura Martin raised her price target on the stock to $150 from $120.

Roku stock gains after Needham hikes target to Street-high $150

Roku's reliance on advertising makes it an attractive buy as competition for streaming video subscriptions ramps up, Needham says.

Roku is a better bet than Netflix from here, analyst says

Trade Desk

After another quarter of rapid growth for these two tech companies, they are boosting their full-year outlooks.

Weekly Tech Stock News: Roku and The Trade Desk Report Earnings

There's a disconnect between the two rock stars of streaming video. What's good for Netflix used to be good for Roku, but what's bad for Netflix is also apparently good for Roku.

Is Roku the New Netflix?

Carvana

CVS Health

InnerWorkings

Jacobs Engineering Group

MercadoLibre

TransDigm

Tyson Foods

Take-Two Interactive Software

Zoetis

Earnings season may be winding down, but there are many companies still reporting earnings.

10 Serious Earnings Season Winners from the Week of August 10

Trying to understand Roku's uncanny growth? Consider these tidbits from the company's second-quarter shareholder letter.

Roku Management Talks Advertising, Player Revenue, and More

Once a company achieves market share in a scaled technology market, it can be very hard to dislodge, That's what makes Roku stock a winner.
The post Roku Stock Will Be an Unstoppable Behemoth for This Key Reason appeared first on InvestorPlace.

Roku Stock Will Be an Unstoppable Behemoth for This Key Reason

Advanced Micro Devices

Options trading was buzzing in Uber, Advanced Micro Devices and Roku Thursday. Here are the metrics that matter moving forward.

Friday’s Vital Data: Uber, Advanced Micro Devices and Roku

The streaming video company's share price is now up nearly 300% year to date.

Why Roku Stock Climbed 14.1% in July

There were several significant catalysts that drove the streaming pioneer's success.

3 Important Takeaways From Roku's Blowout Quarter

Roku has been one of the hottest IPOs during the past few years. And for good reason.

It Was Another Red-Hot Quarter for Roku Stock

Roku (ROKU) stock climbed over 20% Thursday, following the release of its Q2 earnings results after the closing bell Wednesday.

News for Roku Stock (ROKU)