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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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

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Cash from financing

Change in stock

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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.

Roblox

Despite a steep decline, Roku remains a strong player in the streaming market, with growth opportunities far beyond the pandemic. Roblox trades at a steep discount and has unexpected paths to growth.

2 Stocks Down 77% and 86% to Buy Right Now

Cloudflare

SentinelOne

Investors should not count out Roku's potential despite its dramatic bear market sell-off. Cloudflare is riding the cloud services wave with 30% revenue growth.

Opinion: 3 Hot Tech Stocks With Mega-Cap Potential

Cathie Wood invests in leading innovators with high potential for disruption and growth. She identified this company as an underpinning product and service in the streaming video sector.

Cathie Wood Says This Stock Could Climb 2,145% Over the Next Few Years, but Read This Before You Buy

The digital ad market cratered in the face of economic headwinds, crushing Roku stock. Even so, the streaming pioneer has continued its growth streak, albeit at a slower pace.

A Bull Market Is Coming -- 1 Magnificent Growth Stock to Buy Hand Over Fist Before It Soars 730%, According to Cathie Wood's Ark Invest

Ark Invest's price target on Roku is $605. The base case assumes that revenue will grow at an annual rate of 54%.

Cathie Wood Thinks This Streaming Stock Will Jump 747%. Is She Right?

Roku (NASDAQ: ROKU ) has rebounded nicely in 2023, with ROKU stock up more than 85% year-to-date. If you bought shares of the streaming platform's initial public offering in September 2017 at $14, you'd have a compound annual growth rate of 32.3%.

My ROKU Stock Price Prediction for 2024

ARK Innovation ETF

Moderna

October is renowned for its potential to unsettle investors with significant market drops, a trend that continues from the previous month. Indeed, while certain stocks have shown an ability to weather volatility, some falling stocks are down and could still see greater declines.

3 Stocks That Are Down Big, But Are Due to Fall Much Further

Atlassian

Roku and Atlassian emerge as promising tech stocks to consider in October 2023. Atlassian's transition to cloud-based SaaS subscriptions and AI advancements highlight its innovative edge.

2 Top Tech Stocks to Buy in October

Paramount Global

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Roku, the #1 TV streaming platform in the U.S.*, announced it has landed the exclusive, premiere U.S. rights to “The Spiderwick Chronicles,” the television adaptation of the globally-acclaimed book series of the same name by Tony DiTerlizzi and Holly Black. Produced by Paramount Television Studios & 20th Television, the eight-episode Roku Original series will debut on The Roku Channel in early 2024. The wildly popular fantasy adventure novels are #1.

Roku Originals Lands "The Spiderwick Chronicles,” Based on Best-Selling Book Series, From Paramount Television Studios & 20th Television

In the most recent trading session, Roku (ROKU) closed at $70.04, indicating a -0.19% shift from the previous trading day.

Roku (ROKU) Suffers a Larger Drop Than the General Market: Key Insights

DraftKings

UiPath

Cathie Wood stocks were doing quite well for a good chunk of the year. Only in mid-September did Wood's year-to-date performance for her flagship ARK Innovation ETF (NYSEARCA: ARKK ) fall below that of the Invesco QQQ Trust (NASDAQ: QQQ ).

Q4 Predictions: 3 Cathie Wood Stocks Set to Rocket Higher

Despite a rocky 2022, Roku's share price saw a promising surge in the first eight months of 2023, but September brought a 13.1% price cut. The cost-cutting program announced on Sept.

Why Roku Stock Lost 13% Last Month

Chipotle

Brinker International

Robert Half Int.

Rivian Automotive

Ross Stores

All signs suggest that the U.S. economy is actually doing quite well. In the second quarter, U.S. GDP expanded at an impressive annualized real rate (over and above inflation) of 2.1% in the second quarter.

7 Stocks Poised to Benefit From Strong Economic Growth in Q4

Disney

Stocks historically outperform in the colder half of the year. Disney is trading at a discount, and the business appears to be at a tipping point.

2 Stocks on My Buy List in October

ROKU announces a second season of Morimoto's Sushi Master, the first-ever competition series focused on the art of sushi-making.

ROKU Originals Renews Morimoto's Sushi Master for Season 2

The rise in popularity of streaming is causing major disruptions in the content industry.

Top Stock to Buy Now: Disney Stock vs. Roku Stock

Roku's rebound in 2023 is promising, though the stock is still down by 79% in two years. The company absorbed rising costs to secure faster user growth, at the cost of deep bottom-line losses.

Is Roku a Buy?

Datadog

Life Time Group Holdings

Snowflake

Zoom Video

Zillow

Investors seeking to outperform the market and generate enhanced long-term returns often put their money into growth stocks.  While this strategy can yield solid returns during good times, growth stocks tend to fall the hardest when the economy contracts.

Ticking Time Bombs: 7 Growth Stocks to Dump Before the Damage Is Done

Adobe

Adobe's business is growing thanks to AI. Roku's leading position as a television platform shouldn't be overlooked.

The 2 Best Software Stocks to Buy in 2023 and Beyond

Roku is reducing headcount, cutting vendor expenses, and consolidating leases as part of a restructuring effort. Given the intense competition in streaming, Roku may need more than reduced operating expenses to jump-start the business.

Roku Might Be Showing Signs of Growing Up. But Is It Enough to Buy the Stock?

Exact Sciences

Exact Sciences is helping fight one of the world's deadliest diseases while delivering excellent returns. Roku is bouncing back from last year's woes, but it's just the beginning for the streaming leader.

2 Cathie Wood Stocks Up by 35% and 70% That Could Make You Richer

Roku operates a unique business model in the industry. As more viewers turn to streaming entertainment, Roku's industry-leading position will help it benefit.

1 Reason Roku Stock Is a Screaming Buy, and 1 Reason to Avoid It Like the Plague

Roku is making bigger strides towards profitability. Roblox could see a significant boost in the value of its service over the next few years.

Better Growth Stock: Roblox vs. Roku

Roblox has encouraging engagement levels and has just begun tapping into its digital ads. Roku's unique streaming model positions it for a recovery and further growth ahead.

2 Stocks Down 81% and 85% to Buy Right Now

Netflix

It's hard to understate Netflix's dominance of the streaming landscape, something its profitability demonstrates. Thanks to its valuable intellectual property, Walt Disney has quickly become a major player in streaming too.

News for Roku Stock (ROKU)