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

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.

Disappointing dividends and some future business concerns held these stocks back.

Why Roku Slumped Today

Despite being up more than 110% year to date, Citi lowered its overall rating to sell from neutral and changed its target price to $50, down from $53.

Citi downgrades Roku, sending shares tumbling

Shares of Roku Inc. are down 6.5% in Monday morning trading after Citi Research analyst Mark May turned bearish on the stock and raised concerns about competitive pressures in the industry, including from Apple Inc.

The Ratings Game: Roku stock sinks after Citi cuts to sell, citing Apple and Google competition

Shares of Roku Inc. are up more than 110 percent in 2019 alone, which prompted Citi to turn bearish on the stock for a combination of valuation and business concerns.

Citi Downgrades Roku To Sell On Increased Competition, Valuation

A Wall Street brokerage firm has moved to the sidelines on streaming video platform Roku after the stock's climb. Guggenheim downgraded Roku to neutral from buy and cut its price target.

Streaming Video Hub Roku Downgraded On Valuation Concerns

Shares of Roku sank more than 9 percent on Thursday as traders reacted to a report that Amazon is planning to expand its streaming service.

Roku downgraded, sinks on report that Amazon is betting big on streaming TV ads

Guggenheim Partners' Michael Morris downgraded Roku from Buy to Neutral with a price target lowered from $77 to $72.

3 Reasons Guggenheim Downgraded Roku

Shares of Roku Inc.  are down 2.7% in Thursday morning trading after Guggenheim's Michael Morris downgraded the stock to neutral from buy and lowered his price target to $72 from $77.

Roku stock drops after Guggenheim cuts to neutral, citing Apple risk

There's a reason the tech giant's new streaming service will be available on Roku's platform.

Even With Apple TV+, Roku Can Thrive

Streaming video platform Roku is seeing continued momentum, brightening its prospects, a Wall Street brokerage said.

Roku Stock Gets Price-Target Hike On Streaming Platform Momentum

KeyBanc Capital Markets turned incrementally bullish on Roku Inc (NASDAQ: ROKU) after first-hand checks point towards an acceleration in growth.

KeyBanc Lifts Roku Price Target Amid Ongoing Momentum

Chipotle, New Age Beverages, and Roku have all soared by more than 100% over the past 12 months.

3 Stocks That Have More Than Doubled Over the Past Year: Roku

Shares of Roku Inc.  are up 2.8% in premarket trading Monday after KeyBanc Capital Markets analyst Evan Wingren raised his target price on the stock to $76 from $63.

Roku stock gains after KeyBanc hikes target

There's an enormous gap between Roku smart TV sales in the U.S. and internationally.

Roku's Massive International Opportunity

Apple's decision to distribute its new streaming TV service through third parties is an unusual choice for the company.

Roku CEO explains why Apple is putting its streaming services outside its famous walled garden

Anticipation is building around a potential deal with Roku for Apple's new streaming TV service.

Roku stock rises on anticipation of Apple deal

It can take years for a stock to double -- if it does at all. These three did it in less than three months.

3 Stocks That Are Up More Than 100% in 2019: Roku

An article argues that Disney, Walmart, or even AT&T would be ideal buyers of the streaming video pioneer. Don't wait up for the wedding invitation.

3 Companies That Won't Be Buying Roku

The streaming media device maker has still more than doubled in 2019 after a rough week featuring a pair of analyst downgrades. Chaos is a ladder, Littlefinger says.

3 Reasons Why Roku Will Bounce Back From Last Week's Drop

Two bearish analysts took Roku stock down yesterday. Can one bull save the stock?

Roku Price Target Rises as Needham Rebuts the Naysayers

Shares of Roku Inc (NASDAQ: ROKU) plummeted Wednesday after Loop Capital downgraded the stock. The bull-bear debate continues with two analysts offering opposing views.

Roku Gains Support, Needham Names Stock 'Top Pick' For 2019

Express

Insys Therapeutics

Find out what made these stocks miss another rally in the broader market.

Why Express, Roku, and Insys Therapeutics Slumped Today

Loop Capital and Macquarie express concerns about Roku's valuation amid intensifying competition.

Roku Shares Hit With 2 Downgrades

Wall Street is getting nervous that the company's shares have climbed too far too fast.

Here's Why Roku Shares Are Plummeting Today

Roku Inc. shares took a dive on Wednesday after a few analysts came out against the video streaming firm

News for Roku Stock (ROKU)