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.

Domino's Pizza

Super Micro Computer

The temperatures weren't the only hot aspect of July, with these three stocks delivering outsized gains on the back of positive earnings estimate revisions.

These 3 Buy-Rated Stocks Were Red-Hot in July

Palantir Technologies

Tesla

Taiwan Semiconductor Manufacturing

Trade Desk

Twilio

Catherine Wood (Trades, Portfolio), the visionary behind ARK Invest, is known for her bold investment style centered around disruptive innovation. During the second quarter, 13 filings shows she entered positions in companies like Palantir Technologies Inc. ( PLTR , Financial), Meta Platforms Inc. ( META , Financial) and Taiwan Semiconductor Manufacturing Co. Ltd.

A Look at Cathie Wood's New Buys

While revenues rose by 11% year-over-year to $847 million, net losses stood at a narrower-than-expected $0.76 per share.

Is Roku Stock A Buy Following Strong Q2 Results?

Shares of Roku rocketed more than 30% higher on July 28, which raised the stock's 12-month gain to more than 120%. Promoting media and entertainment for free and paid streaming services is an important part of Roku's business that will be affected by ongoing striking writers and actors.

Roku Stock Is Up More Than 100% This Year. Is It Still a Buy?

Roku's ad sales are showing signs of robust recovery, primarily in the consumer packaged goods (CPG) and health and wellness sectors. The company is posting impressive growth in active accounts and viewer engagement, constructing a loyal user base for the long haul.

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

Roku is riding powerful streaming and connected-TV tailwinds. The company's valuation is not as excessive as it was two years ago.

I'm Adding Roku to My Watch List: Here's Why

Roku easily beat estimates on the top and bottom lines. The company said challenges remain in the digital advertising market.

Roku Stock Just Crushed Wall Street Estimates. Is It Time To Buy?

Roku's second-quarter results crushed expectations. Guidance was better than expected, too.

Roku Stock: Headed to $95?

Airbnb

DoorDash

DraftKings

Alphabet

Intel

Intuit

A slew of strong economic and earnings data points this week “could be the catalyst to send the market to new highs,” according to one strategist.

These Stocks Hit 2023 Highs As Dow Heads For Best 2-Month Stretch Since November

Shares of video streaming company Roku Inc jumped about 25% on Friday and were on track for their biggest daily percentage gain since May 2019 after the streaming device maker gave an upbeat quarterly revenue forecast.

Roku shares notch biggest daily percentage gain in four years

Roku stock surged 25% on Friday after releasing strong earnings. The company handily beat guidance as the ad recovery is underway. The company has a $1.8 billion net cash balance sheet position.

Roku Delivers A Beat For The Ages, This Rally Is For Real

Analysts at Oppenheimer have raised their price target for Roku after the streaming device manufacturer's second quarter results blew away investors. They wrote in a note to clients that they were raising their price target from $75 to $90 and maintaining their ‘Outperform' rating on the stock on improving platform revenue trends, even with media and entertainment (M&E) and Hollywood strike headwinds.

Roku price target raised on promising revenue trends despite Hollywood strike challenges

Roku set modest guidance targets for the second quarter three months ago, knocking them down with authority today. Earnings will remain in the red until the digital ad market rallies, but the company's focus is on sustainable long-term growth, not immediate profits.

Why Roku Stock Is Soaring on Friday

Roku trounced its revenue guidance for the third quarter in a row, explaining why the stock has nearly doubled in 2023. Despite the gains, nearly 9% of Roku's shares are currently being sold short.

Roku Stock Deserves Your Respect

Boston Beer Company

Markets climbed sharply on more benign inflation data. Roku saw sales climb despite posting ongoing losses.

The Market's Raising a Glass to These 2 Soaring Stocks

As a streaming-media company that makes money in part from media companies, Roku Inc. has been in a strange spot lately, and the ongoing Hollywood strikes threaten to add a new dimension to its predicament.

Roku faces risk from Hollywood strikes — but Roku City might be able to help

Comcast

The current screen actors guild (SAG AFTRA) strike is not being felt by consumers yet. With several blockbuster movies already finished production, there should be a steady stream of content for consumers to get through the summer.

3 Streaming Stocks That Can Push Past the Actors Guild Strike

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

ROKU's Q2 Loss Narrower Than Expected, Revenues Increase Y/Y

Roku Inc (NASDAQ:ROKU), the streaming device manufacturer, surprised markets with robust second-quarter results and an optimistic assessment of prospects driven by an uptick in ad sales. The rebound in advertising expenditure from companies in response to easing inflation and a favourable shift in consumer sentiment led to shares rising by 9% in post-market trading.

Roku shares end session 9% higher after Q2 results exceed expectations

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

Here's What Key Metrics Tell Us About Roku (ROKU) Q2 Earnings

Roku blew past estimates, albeit with a net loss of $155 million last quarter, but on revenue that jumped 11% to $847 million. Advertising-driven Platform sales beat forecasts, up 11% at $744 million despite a difficult market.

Roku See Pop In Q2 Ad Sales Despite Weak Market; Stock Rises

Streaming video platform Roku smashed analyst estimates for revenue and new users in the second quarter, and shares jumped.

Streaming Video Platform Roku Crushes Estimates For Sales, New Users

Roku Inc. shares were surging 10% in Thursday's aftermarket action after the streaming-media company easily topped expectations with its latest results while offering upside with its forecast.

Roku's stock races higher after earnings as revenue blows past estimates

Streaming firm Roku on Thursday beat second-quarter revenue estimates on the back of higher ad sales.

Roku beats quarterly revenue estimates

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Roku, Inc. (NASDAQ: ROKU) released second quarter 2023 results. Visit the Roku investor relations website to view the second 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.

News for Roku Stock (ROKU)