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.

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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

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Income tax payable

Non-current liabilities

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Total equity

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Minority interest

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Book value per share

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Cash from other sources

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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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Despite earlier predictions of a recession, the economy has demonstrated remarkable resilience. This is particularly evident in the United States, where GDP expanded at its quickest rate in two years during the last quarter.

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Roku's strong revenue growth could be a sign that the digital market is recovering. The secular cord-cutting trend should propel Roku for many more years.

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Cava, the fast-growing restaurant chain, just reported another blowout quarter. Latest results for streaming service Roku are only a preview for what's to come.

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Roku's popularity is unmatched as the most popular streaming platform in North America, and it's making inroads around the world. An ongoing rebound in advertising and a shift in ad spend from broadcast to streaming should boost Roku's profits.

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These companies showed the market meaningful improvement in key areas, which is why the stocks climbed. All five have opportunities to continue improving from here.

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Roku stock appears to be turning the corner following its Q3 report last week, rising by 40% over the last five trading days.

Up 40% Over The Last Week, Will Roku Stock Continue Its Strong Run?

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Regeneron's newly approved product should help it get around recent obstacles. Roku's engagement is on the rise, but there is still a long runway for growth.

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Roku's Q3 earnings were mixed, but the stock rose due to accelerating growth and improving cash flows. The company's low valuation and improving fundamentals should help the stock move higher in coming quarters. Concerns about Roku's competitive position, concerns about the ad market and questions on international expansion will probably limit any gains.

Roku Stock: A Buy Amid Tough Market Conditions

Roku reported 20% revenue growth in its most recent earnings results. The company's bottom line continues to struggle, however, due to underwhelming gross margins.

1 Concerning Trend Roku Investors Should Keep an Eye On

Roku's revenue is reaccelerating, and it returned to profitability ahead of expectations. The headwinds from the ad market's downturn and actors' strike will eventually let up.

Roku Stock: 3 Reasons the Best Is Yet to Come

Since reporting earnings, shares of Roku NASDAQ: ROKU have been one of the hottest-performing large-cap stocks. Roku stock is up almost 40% after reporting better-than-expected Q3 results and issuing strong guidance.

Cathie Wood trims ROKU as stock soars, what's next for the stock?

Amazon

Alphabet

Amidst the competitive surge in the streaming realm, media stocks are gaining the spotlight as the top contenders to become the next Netflix. Each rival brings a promise of innovation, with a robust strategy tailored toward seizing a major chunk of the booming $95.9 billion video streaming market.

The Next Big Stream: 3 Media Stocks Ready to Challenge Netflix's Throne

Cord-cutting continues to decimate the cable industry, but cable's pain is Roku's gain. Roku devices are a loss leader, designed to expand its viewer base.

3 Things About Roku the Smartest Investors Know

DraftKings

Given the positivity surrounding their results, their post-earnings momentum could easily continue.

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Roku's revenue growth rate accelerated in Q3. Management says a rebound in video advertising is helping its business.

Roku Stock: Headed to $101?

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Wall Street logged the best weekly performance of 2023 last week.

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Pinterest

Pinterest is showing healthy growth, and it could get an even bigger boost next year. Roku is growing revenue at a faster rate, but one important metric is lagging.

Revenue Growth Is Reaccelerating for These 3 Downtrodden Growth Stocks

ARK Innovation ETF

Cathie Wood's flagship Ark Innovation ETF ARKK just had its best week ever thanks to Roku, DraftKings, Palantir and other huge winners on big news.

Cathie Wood's ARK Innovation Just Had Its Best Week Ever Thanks To Roku, These Huge Winners

Per-user revenue remains subdued, suggesting advertisers are rethinking their ad spending. Meanwhile, Roku's operating costs remain relatively high despite efforts to dial them back.

Roku's (Slowing) Growth Isn't Coming Cheap. What's the Long-Term Plan Here?

The streaming platform is seeing improving revenue growth. Active accounts are now over 75 million, pointing to long-term advertising growth.

Is Roku Stock a Buy Right Now?

In the wake of a solid earnings report, a pair of analysts became more bullish on the stock. They both raised their price targets.

Why Roku Stock Blasted Nearly 9% Higher on Friday

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High-growth tech firms are experiencing a resurgence in their stock prices as growth reaccelerates. Companies like Shopify, Roku, and Palantir have seen their stock prices leap by more than 20% following strong earnings. DocuSign, Lyft, and DigitalOcean Holdings are three stocks that could represent opportunities for investors in the tech sector.

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Roku shares surge on revenue beat in the third-quarter earnings release. The company issued upbeat guidance too.

Roku Pops 30.7% on Rev Beat, Upbeat Guidance: ETFs to Gain

Roku's third-quarter results easily exceeded Wall Street's expectations. Management pointed to a "solid rebound" in video ads during the quarter, noting Roku's platform is outperforming the broader ad market.

Why Roku Stock Skyrocketed 38% This Week

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Netflix

Paramount Global

Warner Bros Discovery Inc

Wall Street celebrated Roku's third quarter-report, in which the company reported strong trends in content distribution and advertising.

News for Roku Stock (ROKU)