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.

The streaming pioneer continues to defy expectations with a beat and raise.

4 Reasons Roku Soared on Earnings

Roku posted stronger-than-expected first quarter results, but traders will be watching these key levels over the coming sessions.

Roku Stock Breaks Out After Strong Earnings

The streaming-TV company's first quarter featured accelerating revenue growth and  inspired a rosy outlook from management.

Why Roku Stock Skyrocketed Thursday

Roku's management and investors have held strong, but at these levels, I'd rather wait for a better entry point into ROKU stock.

Is Now Really the Best Time to Binge On Roku Stock?

When Roku Inc. released its first-quarter financial results after the markets closed on Wednesday, the company said that it had a net loss of $0.09 per share and $206.7 million in revenue.

Why Investors Are Chasing Roku Higher After Q1 Results

After a Stephens analyst gave Roku stock an $84 price target, investors took notice. It’s time to buy Roku stock.

Investors Are Wondering What Has to Happen for Roku Stock to Hit $200?

Roku (ROKU) CEO Anthony Wood on Q1 2019 Results - Earnings Call Transcript

The streaming-TV company's already rapid revenue growth rate accelerated.

Roku's Platform Revenue Soars, Sending the Stock Higher

Roku reported its quarterly earnings results after hours today, bringing in a loss that was better than analysts projected, lifting ROKU.
The post Roku Earnings: ROKU Stock Soars on Stronger-Than-Expected Q1 EPS appeared first on InvestorPlace.

Roku Earnings: ROKU Stock Soars on Stronger-Than-Expected Q1 EPS

Streaming video platform Roku late Wednesday topped Wall Street's expectations for the first quarter. The Roku earnings news pushed its stock sharply higher in extended trading.

Streaming Platform Roku Beats Wall Street's Targets For First Quarter

Roku Inc (NASDAQ: ROKU) shares are moving higher after reporting a big first-quarter earnings beat.

Roku Rips Higher After Big Q1 Earnings Beat

Roku Inc. shares were up 7% in after-hours trading Wednesday after the streaming-media company posted a sizable first-quarter revenue beat and forecast second-quarter revenue above expectations.

Earnings Outlook: Roku stock rises after revenue, outlook top expectations

On Wednesday, May 8, Roku will release its latest earnings report.

Roku Q1 Earnings Preview

2019 will be a good year for video streaming.

What to Expect When Roku Reports Earnings Tomorrow

Roku is expected to report a loss of ($0.24)/share on $189.06 million in revenue. Meanwhile, the so-called Whisper number is a loss of ($0.21).

Earnings Preview: What To Expect From Roku (ROKU) On Wednesday

New York Times

Telaria

Two well-known companies and one lesser-known, fast-growing tech stock may turn heads this week.

Earnings: 3 Hot Stocks to Watch This Week

Let's take a look to see if investors should think about buying ROKU stock before it reports its Q1 fiscal 2019 financial results on Wednesday, May 8.

Buy Roku Stock Ahead of Q1 2019 Earnings on Netflix, Streaming Growth?

Roku (ROKU) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: Roku (ROKU) Q1 Earnings Expected to Decline

Investors need to pay close attention to Roku (ROKU) stock based on the movements in the options market lately.

Implied Volatility Surging for Roku Stock Options

Shares of Roku Inc. were up 2.2% in premarket trading Tuesday after Susquehanna analyst Shyam Patil began coverage of the stock with a positive rating and $80 target price.

Roku stock gains after Susquehanna starts coverage with bullish rating

Disney

The House of Mouse won't be the only one benefiting from the debut of its streaming service.

The Launch of Disney+ Could Be Worth $1 Billion to Roku

Two big problems the companies can solve better, together.

Forget Netflix, Apple Should Be Buying Roku

Amazon

Ad spend hasn't caught up to watch time for over-the-top streaming.

3 Companies Battling for This Massive Advertising Opportunity

Roku (ROKU) closed at $58.65 in the latest trading session, marking a +0.14% move from the prior day.

Roku (ROKU) Stock Moves 0.14%: What You Should Know

Roku shares failed to break above the mid-$70s.

News for Roku Stock (ROKU)