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 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.

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

Adobe

DigitalOcean Holdings

DocuSign

Lyft

Pinterest

Palantir Technologies

Shopify

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.

Comeback Of Growth Stocks: 3 Stocks To Play The Turnaround

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

Comcast

Disney

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.

Media stocks pop as Roku rally lifts the sector

Streaming video provider Roku Inc. (NASDAQ: ROKU) put up some solid revenue growth numbers when it reported third-quarter results Wednesday afternoon.

Why Roku (ROKU) Stock Is on Fire Today

Roku Inc. (ROKU) shares spiked by more than 30% in trading Thursday after the streaming device and TV maker reported earnings results well ahead of analyst predictions for the third quarter alongside strong subscriber growth.

Roku Shares Jumped 30% As All-Time High Subscriber Numbers Stoked Revenue Beat

The shares of Roku Inc (NASDAQ:ROKU) are headed for their best day since the company's July 28 report, up 24.3% at $74.35 at last check, after the streaming name's strong third-quarter revenue and upbeat fourth-quarter forecast.

Roku Stock Soars After Earnings Once Again

Roku's top-line growth is speeding back up and investors are cheering a possible recovery in video advertising. The company's loss widened as it spends heavily on growth, which is an area of concern.

Here's Why Roku Stock Skyrocketed Today

Roku stock is up 15% after the company reported Q3 earnings. Is the stock a buy right now?

Roku Earnings: Why Are Shares Soaring After Earnings?

ROKU's third-quarter 2023 results benefit from growing active accounts and streaming hours on The Roku Channel.

ROKU's Q3 Loss Wider Than Expected, Revenues Increase Y/Y

Roku topped its quarterly guidance for the fourth quarter in a row. Revenue growth continues to accelerate, and ARPU has turned an important corner.

Plot Twist: Roku Stock Turns the Corner

Shares of Roku jumped nearly 20% on Thursday as the streaming device maker delivered a surprise core profit in the third quarter and forecast quarterly revenue above Wall Street estimates on the back of a recovery in the advertising market.

Roku soars as improving ad revenue fuels upbeat forecast

Lemonade

Shares of Roku Inc. ROKU, +0.22% surged 20% after the smart TV manufacturer surpassed third-quarter revenue expectations and noted “a solid rebound in video ads.”

Roku stock soars on ad rebound, Lemonade jumps on narrower loss and more moving stocks

Roku, Inc. (NASDAQ:ROKU ) Q3 2023 Earnings Conference Call November 1, 2023 5:00 PM ET Company Participants Conrad Grodd - Vice President of Investor Relations Anthony Wood - Founder and Chief Executive Officer Dan Jedda - Chief Financial Officer Charlie Collier - President, Roku Media Mustafa Ozgen - President, Devices Conference Call Participants Cory Carpenter - JPMorgan Michael Nathanson - MoffettNathanson Jason Helfstein - Oppenheimer Shweta Khajuria - Evercore ISI Ruplu Bhattacharya - Bank of America Steven Cahall - Wells Fargo David Joyce - Seaport Research Partners Rich Greenfield - LightShed Partners Ben Swinburne - Morgan Stanley Operator Good day, and thank you for standing by. Welcome to the Roku Third Quarter 2023 Earnings Conference Call.

Roku, Inc. (ROKU) Q3 2023 Earnings Call Transcript

Although the revenue and EPS for Roku (ROKU) give a sense of how its business performed in the quarter ended September 2023, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Compared to Estimates, Roku (ROKU) Q3 Earnings: A Look at Key Metrics

Roku's third-quarter revenue crushed analyst estimates. The streaming TV platform company's revenue growth rates have accelerated throughout 2023.

Roku: We've Seen a "Solid Rebound in Video Ads"

Roku Inc (NASDAQ:ROKU) shares added more than 16% in afterhours trading as its third quarter revenue came in above Wall Street estimates. The manufacturer of streaming and other home entertainment devices reported revenue of $913 million, up 20% year-over-year and ahead of estimates of $857.41 million.

Roku shares take off on quarterly revenue beat

Roku revenue grew 20% year over year in the third quarter and beat Wall Street expectations.

Roku shares soar 15% on third-quarter revenue beat

Shares in Roku surged almost 10% in after-hours trading after the company affirmed its outlook for “positive full-year EBITDA,” meaning a return to profitability. The streaming giant posted third-quarter results below Wall Street analysts' expectations, with revenue of $786.8 million and an adjusted loss of $2.33 per share.

Wall Street Cheers Roku Outlook For Full-Year Profit; Q3 Results Miss Estimates But Active Accounts Rise To 75.8M And Cost-Cutting Benefits Start To Materialize

Roku forecast fourth-quarter revenue above Wall Street estimates on Wednesday, anticipating higher sales of its streaming devices and ad collections on signs of stability in the global economy.

Roku forecasts quarterly revenue above estimates

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Roku, Inc. (NASDAQ: ROKU) released third quarter 2023 results. Visit the Roku investor relations website to view the third quarter 2023 letter to shareholders. The company will host a webcast of its conference call to discuss the results today at 2:00 PM Pacific Time. Participants may access the live webcast in listen-only mode on the Roku investor relations website. An archived webcast of the conference call will also be available following the call. A.

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