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.

NVIDIA

Tesla

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.

Roku Stock Surged More Than 100% in 2023, But Read This Before You Buy

Roku breezed by Wall Street's expectations in the second quarter as sales rose by 11% year over year. Management's conservative guidance for the next period might be a strategic move, considering the company's past performance and solidifying prospects.

Here's How Roku Stock Soared 50% Last Month

Shopify

Visa

Visa's simple business model generated over $8 billion in revenue last quarter alone. Roku's growth story is far from over.

3 Stocks We Plan to Hold Forever

Ark Invest CEO and money manager Cathie Wood sold some of her Roku shares on Monday and Thursday this week. The stock has more than doubled this year, making it the second-largest holding across all her ETFs.

Is Cathie Wood Making a Mistake by Selling Roku Stock?

Roku (NASDAQ: ROKU ) stock is sliding lower on Thursday after the streaming services shares were downgraded by Citi analyst Jason Bazinet. Bazinet dropped shares of ROKU stock from a “buy” rating to a “neutral” rating in a note to clients.

ROKU Stock Alert: Why Citi Just Downgraded Roku Shares

Roku Inc. is poised to drive accelerating revenue growth — but that may not be reason enough to buy its stock.

Roku's rocketing stock might be due for a cooldown, Citi warns

The streaming platform continues to report double-digit growth in active accounts. Major companies are signing up to display their brands in front of Roku's 73 million households.

Roku Stock Is Up 135% And Has Room to Run

Analysts downgraded the stock to Neutral from Buy even as they raised their target for the stock price, saying it already reflects faster revenue growth.

Roku Stock Is on a Roll. Why Citi Says It's Time to Step Away.

A beaten-down ad market and economic headwinds had pushed Roku stock to multi-year lows. Despite the worst economic conditions in over a decade, the company generated slow but steady growth.

This Stock Has Doubled So Far in 2023. Cathie Wood Believes It Still Has Upside of 528%.

The last time we covered Roku Inc  (NASDAQ:ROKU) stock, it was drawing attention from options bulls after a new partnership with Shopify (SHOP).

Streaming Stock Could Be Short Squeeze Candidate

After watching their shares lose 90% of their value through the start of this year, investors would have been forgiven for writing off Roku Inc NASDAQ: ROKU once and for all. The well-known digital media and streaming company had seen its stock soar during the pandemic, but it proved unable to maintain the lofty valuation in the face of rising interest rates.

3 Things to Love About Roku's Earnings

Roku is the most popular streaming platform in the U.S., Canada, and Mexico. Roku should benefit as brands spend more ad dollars on connected TV platforms.

1 Spectacular Growth Stock to Buy Before It Soars 1,475%, According to Wall Street

ARK Innovation ETF

Coinbase

Block

Zoom Video

Three of the top stocks in Wood's flagship ETF have more than doubled in price this year. To be clear, it's risky to invest so heavily in only five positions.

Nearly 40% of Cathie Wood's Flagship Portfolio Is Invested in These 5 Growth Stocks

Roku's investments in growth are paying off with customer growth.

Roku Boasts 74 Million Active Accounts. Here's Why That Matters

Roku's per-user revenue and total streamed hours have become stagnant. The debut of its own branded TV sets didn't spark the growth it had hoped to see.

Roku's Q2 Results Say the Business Model's Math Still Isn't Quite Working

Roku's stock is surging after management reported double-digit revenue growth and a smaller operating loss. The company is still dealing with a difficult ad market.

1 Streaming Stock to Buy Hand Over Fist Right Now

Active accounts and usage continue to increase. Roku's innovative monetization efforts could further boost revenue.

News for Roku Stock (ROKU)