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.

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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.

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Cost of revenue

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SG&A

Other

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EBITDA

Net income

Earnings per share

Total assets

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Cash & equivalents

Receivables

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Net PPE

Intangibles

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Minority interest

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Book value per share

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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.

Coinbase

Markets moved higher again on Tuesday. Roku announced a partnership with Shopify to provide for direct purchases from streaming TV ads.

Why These 2 Growth Stocks Are Flying Higher

Shopify

Roku shares skyrocketed 11% on Tuesday after the TV streaming platform said it would enable viewers to seamlessly buy products from Shopify merchants directly from their streaming device.

Roku Shares Surge After New Ad Partnership With Shopify

Roku jumps on news of a shoppable advertising deal with Shopify. The company has faced a tough year for advertising and progress towards shoppable ads should change the trajectory of revenues. The stock is cheap below 3x '24 sales targets that appear very conservative considering the current engagement growth rates.

Roku: In Breakout Mode After Deal With Shopify

Roku Inc  (NASDAQ:ROKU) announced a partnership with with Shopify (SHOP) earlier that will enable viewers to buy products through their TVs from the e-commerce name's merchants.

Options Bulls Target Roku on New Shopify Partnership

Roku stock jumped after the streaming video platform announced a partnership with Shopify involving interactive ads.

Roku Stock Hits Buy Point On E-Commerce Tie-Up With Shopify

Roku (NASDAQ: ROKU ) dazzled investors amid another soft session on Wall Street Tuesday. Catalyzing sentiment was management's announcement of a first-of-its-kind partnership with e-commerce giant Shopify (NYSE: SHOP ).

Why Is Roku Stock Up 11% Today?

Shares of Roku Inc. ROKU, +10.47% were surging more than 10% in Tuesday trading after the company said it would partner with Shopify Inc. SHOP, +1.10% on an initiative that would let consumers shop from their television sets. Shopify shares were up about 1%.

Roku stock rockets after company announces Shopify partnership for shoppable TV ads

The deal will make it easier for people to immediately buy things advertised on screen.

Roku Soars on Shopify Deal for Click-to-Buy TV Ads

ROKU appoints Shan Boodram as the host for its innovative relationship experiment series, The Marriage Pact.

ROKU Chooses Shan Boodram as Host for The Marriage Pact

Roku and Shopify are teaming up to bring Shopify's merchants to Roku's ad platform. It's possible that consumers won't click on Roku's interactive ads, but there's a large opportunity if the idea works well.

Why Roku Stock Suddenly Popped on Tuesday

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Roku (Nasdaq: ROKU), the #1 TV streaming platform in the U.S., Canada, and Mexico*, announced a first-of-its-kind partnership with Shopify that provides viewers the ability to purchase products from Shopify merchants directly from their TV through Roku Action Ads. Upon seeing an ad for a Shopify merchant, viewers can simply press OK on their Roku remote to learn more about the product and purchase it directly from their TV. They will be able to check ou.

Roku Brings Shopify Checkout to TV Streaming

Over the last decade or so, the bearish refrain has been that competition would dent Roku, Inc.'s market share. After ~10 years of competitive pressure from the largest and most well-capitalized businesses ever (e.g., Apple or Comcast or Amazon), Roku's market share hit an all-time high in Q1'23. While a cursory glance at the business of Roku may leave one unimpressed, a deeper exploration into this vertically integrated platform reveals there's a method to CEO Anthony Wood's madness.

Roku: All-Time High U.S. Market Share, $1.63B In Net Cash

Roku jumped an easy Q1 bar, but the underlying numbers remain concerning. The streaming industry needs to find a more sustainable model, which likely isn't good for Roku. Roku's generating negative EBITDA and its stock comp is also out of control.

Roku: Changing Streaming Market Remains A Challenge

Palantir Technologies

Shares of Palantir Technologies and Roku are up over 50% this year. Palantir has been seeing a surge in demand due to artificial intelligence.

2 Cathie Wood Stocks Analysts Think May Have Already Peaked

Global-e Online Ltd

Roku's performance is pressured right now, but it's well-positioned for a rebound. Global-e is posting incredible growth, and it's likely to be nearing profitability.

2 Magnificent Growth Stocks to Buy With $100

Roku is the leading streaming platform and should rebound when ad demand picks up. RH is diversifying beyond home furnishings, building a future as a luxury lifestyle brand.

2 Growth Stocks to Buy for the Long Run

Roku will air Formula E, the EV-powered auto racing series races, marking the streamer's inaugural live sports service.

Roku will air Formula E races as part of the streamer's first live sports deal

Roku announced its first live sports rights package on Tuesday, marking a notable move for the streaming service as it steps into the highly competitive world of live sports streaming. Roku and CBS Sports struck a deal to become exclusive U.S. media partners for Formula E, the motorsport championship series for electric racing cars.

Roku announces its first live sports deal

Roku is riding the broad shift of entertainment toward streaming. If there ends up being only a few companies that control all the content, there might not be a need for Roku.

Is This Roku's Single Biggest Risk? 1 Thing Investors Should Know.

Netflix

Netflix is adapting its business to the new demands of the streaming market. Roku should post stronger performance once ad spending recovers.

Better Streaming Stock: Netflix vs. Roku

Roku connects viewers, content companies, and advertisers on its ecosystem. Hardware sales are a much smaller revenue generator these days.

3 Things Smart Investors Know About Roku Before They Buy the Stock

The streaming video market is poised for massive growth, projected to reach $1.9 trillion in revenues by 2030. Regardless of which content providers emerge victorious in the streaming wars, Roku stands to benefit as a central technology platform.

A Bull Market Is Coming: 3 Reasons to Buy Roku

Visa

Stocks have blasted higher in 2023, but some concerns remain about a potential recession. A recession could lead to a pullback in spending from businesses and consumers.

3 Top Stocks to Buy if There Is a Market Pullback

Bill.com

Match Group

Match Group's most popular application, Tinder isn't growing right now but billionaire investors keep buying the stock. Roku leads its industry by the number of hours streamed but it's still losing a lot of money.

3 Top Growth Stocks That Billionaires Keep Buying Left and Right

Carnival

Teladoc

Walgreens

Despite the rebounding market, Carnival Cruise Lines' high debt and ongoing losses undermine its long-term investment value. Walgreens' pivot towards primary care comes with stiff competition from giants like CVS Health, Walmart, and Amazon.

News for Roku Stock (ROKU)