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

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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.

Pubmatic

Trade Desk

The world of streaming companies and platforms is completely wide, and the best thing about it is that there is enough for everyone. Behind a streaming platform is not only the option of the company that transmits the content, but there are many participants behind all ecosystems and endless ways to participate in this sector, from companies that make ads in a sophisticated and very technological way to companies that are responsible for the analysis of massive data to be able to have effectiveness at the time of transmitting the content.

The 3 Most Undervalued Streaming Stocks to Buy Now: August 2023

Smartphones are grabbing more attention from consumers. Consolidation of content providers could weaken Roku's position.

3 Risks Investors Should Know Before Buying Roku Stock

Coinbase

Block

Block operates two successful ecosystems. Coinbase is poised to gain once the crypto market recovers.

3 Bargain Stocks Cathie Wood Loves

After slumping badly in 2021 and 2022, Roku's shares are on a sharp rebound. Bears are understandably concerned that its bottom line remains deeply in the red.

1 Reason to Buy Roku Stock, and 1 Reason to Sell

Zoom Video

Big rebounds are rare but can occur under the right conditions. Zoom has scale, brand power, and resources it can direct towards its enterprise segment.

Down 52% to 83%, These Colossal Growth Stocks Could Be Ready for a Surge

Toast

Twilio

Twilio, Toast, and Roku are three Ark Invest holdings that could beat the market from here. Twilio has seen its revenue growth slow for eight consecutive quarters, but strong profitability and an AI twist can help it bounce back.

3 Cathie Wood Investments That Could Deliver Superior Returns

Roku beat Wall Street estimates for both the first and second quarters this year. The company benefits from the cord-cutting trend.

1 Phenomenal Stock That Has Skyrocketed 100% in 2023

Alphabet

Alphabet and Roku have suffered due to a decline in ad spending. Both tech companies showed signs of a rebound in their latest quarterly updates.

2 Top Stocks to Ride in the Next Bull Market (and Beyond)

In Q2 2023, Roku, Inc. was yet again the number one selling TV OS in America. Additionally, in the large screen TV segment, Roku achieved 70% year-over-year gains. After 10x'ing its sales over the last 8 years and 15x'ing its gross profits, I believe it is poised to materialize similarly stunning feats of growth in the decade ahead.

Roku: Onward To 150M Active Accounts (Here's How)

ROKU and NBCUniversal launch new free ad-supported streaming TV linear channels featuring programming from across the NBCU Global Distribution library on The Roku Channel.

ROKU Expands FAST Offering for Roku Channel With NBCUniversal

Roku exceeded Wall Street's expectations last quarter. The Roku Channel is critical to the success of the overall business.

1 Green Flag With Roku's Q2 Earnings, and 1 Red Flag for Investors

Roku's Q2 results showed improved growth profitability, but the company's operating environment remains difficult. Ad pricing will likely be pressured going forward, and Roku's high margin Media and Entertainment revenue stream could weaken in the second half. Roku's stock appears attractively priced, if US success can be repeated internationally, but investors should be prepared for near-term volatility.

Roku: Green Shoots Amidst Uncertainty

After reaching an important support level, Roku (ROKU) could be a good stock pick from a technical perspective. ROKU surpassed resistance at the 20-day moving average, suggesting a short-term bullish trend.

Roku (ROKU) Just Overtook the 20-Day Moving Average

Tesla

Among the best Cathie Wood stocks to buy and watch in today's stock market are Coinbase, Roku, Tesla stock and Zoom Video.

Best Cathie Wood Stocks To Watch: Coinbase, Block, Roku, Zoom Video; Tesla Stock Falls

Kura Sushi USA

Roku has a huge growth market in front of it as the leading streaming platform. Kura Sushi has strong restaurant-level profits and impressive average unit volumes.

2 Growth Stocks That Could Turn $100,000 Into $1 Million

Albemarle

ChampionX

CME Group

Chart Industries

McDonald's

Microsoft

Micron Technology

NVIDIA

T. Rowe Price Group

Earlier this month, Finbold released an article about ‘The GPT Portfolio' – a group of investors who are managing a $50,000 portfolio of stocks based entirely on OpenAI's ChatGPT suggestions.

Here's how a ChatGPT-based stock portfolio performed last week

Cathie Wood sold shares of Roku, Tesla, and Nvidia on Thursday. She has sold Roku shares for six consecutive trading days, but the market value of her Roku position has still nearly doubled in 2023.

Cathie Wood Goes Rally Selling: 3 Stocks She Just Sold

Roku's stock price has experienced big jumps and drops, making it difficult for many investors to hold onto the stock for the long term. The company lived up to what it had promised in the previous quarter. It also posted better results than other ad-based models like YouTube, Pinterest and Snap. The company's active accounts and streaming hours continue to increase, demonstrating strong engagement numbers.

Roku Has A Secret Weapon

Teladoc

After a challenging few years, Teladoc's bottom line and margins are moving in the right direction. Roku is seeing its revenue growth rebound and expenses drop thanks to a recovering economy.

2 Stocks With Solid Earnings Report to Buy Right Now

Roku's business is becoming increasingly diverse, with more revenue streams contributing to its top line. The company's bottom line has been in the red, but Roku is aiming for adjusted EBITDA profitability next year.

3 Reasons Roku Stock Can Continue Soaring (and 1 Reason It Might Struggle)

Roku benefits significantly from the cord-cutting trend. The TV ad market remained gloomy through the first half of 2023.

Why Roku Is a Top Pick for Investors Who Want to Profit From the Growth of Streaming

Some user metrics are looking better, but questions about durable competitive advantages remain.

Roku Stock Is Skyrocketing: 2 Reasons to Buy, 1 Reason to Sell

Roku's profitability remains weak, but its engagement levels are impressive. Net losses should continue at least into the second half of 2023.

1 Green Flag for Roku Stock in 2023, and 1 Red Flag

Cloudflare

U.S. economic growth accelerated in Q2, and that catalyst could send the market higher in the near term. As the top streaming platform in North America, Roku should benefit as more ad dollars are spent on connected TV.

The U.S. Economy Is Gaining Momentum: 2 Extraordinary Growth Stocks to Buy Now and Hold Forever

2023 started out tough for Roku. But there are early signs indicating that the worst might be over.

News for Roku Stock (ROKU)