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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Earnings data Q1 2022

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Earnings data Q1 2023

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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.

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We have initiated coverage for streaming media player maker Roku (NASDAQ: ROKU). The company has been) growing fast, driven primarily by its digital platform business, which makes money by selling advertisements and distributing streaming content.

When Will Roku Break Even?

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Roku stock is finally cooling off after a huge run higher in 2019, and this cooling off period may drag the stock down to $90.
The post Why Patience Is the Key to Buying the Dip in Roku Stock appeared first on InvestorPlace.

Why Patience Is the Key to Buying the Dip in Roku Stock

Roku Inc (NASDAQ: ROKU) lost nearly 7% Tuesday after investors and trades circulated an InvestorPlace article discussing the streaming video company's tariff exposure.

Roku Falls On Questions Of Tariff Exposure

ROKU stock is down on Tuesday following news about a new set of smart TVs from a rival in the space that are packing support for HDR.
The post ROKU Stock Falls on News of Amazon Smart TV Competitor appeared first on InvestorPlace.

ROKU Stock Falls on News of Amazon Smart TV Competitor

Roku stock is a long-term winner, but with valuation and tariff-related concerns, traders should hold out for a lower Roku stock price.

Until Tariffs Are Resolved, Roku Stock Could Face Technical Difficulties

Roku, Inc. (NASDAQ: ROKU) shares have absolutely exploded this year, more than tripling in 2019 alone.

Why All the Good News Is Priced Into Roku’s Stock

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If you missed the Roku stock rally, don't sweat it. Be patient.

Time to Take Profits on Roku Stock

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CEO and Chairman BOD of Roku Inc (NASDAQ:ROKU) Anthony J. Wood sold 400,000 shares of ROKU on 06/17/2019 at an average price of $103.35 a share.

Roku Inc (ROKU) CEO and Chairman BOD Anthony J. Wood Sold $41.3 million of Shares

Streaming media player maker Roku’s (NASDAQ: ROKU) stock has risen by ~280% since it listed in September 2017. While Roku is best known for its streaming hardware (Players), its financial performance is being driven primarily by growth in the high-margin Platform business, which generates revenue.

Why Has Roku Stock Outperformed?

The streaming video specialist has seen its stock soar 239% this year. Clearly, Roku is doing a few things right in 2019.

3 Reasons Roku Has More Than Tripled in 2019

Roku stock is up 16 times more than the S&P 500, so clearly it has its fans. But Wall Street investors are a fickle bunch, so be wary of them.

Roku Stock Is Streaming Profits for Investors, But Be Careful

While it's already had a massive run, there is evidence to suggest that Roku's gains will continue on pace.

3 Reasons Roku Stock Is Still a Buy -- Even After Soaring 240% So Far This Year

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The ROKU stock price, presently over $100, is simply too high. This is a great business, but valuation matters.

The Roku Stock Price Is Too High for a Nervous Market

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The digital media specialist published another helping of stellar quarterly results.

Why Roku Shares Jumped 42% Last Month

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Roku stock is overstretched in the near term, but it isn't overvalued in the long term, meaning ROKU is a buy on weakness.
The post Does Roku Stock At $100 Make Sense?

Does Roku Stock At $100 Make Sense? Yes.

Institutional buy signals and strong fundamentals suggest that Roku shares could represent a long-term investment opportunity.

News for Roku Stock (ROKU)