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.

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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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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

Current assets

Cash & equivalents

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Net PPE

Intangibles

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Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

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Book value per share

Cash from operations

Funds from operations

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Cash from investing

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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.

Roku is hoping that its devices will help drive some revenue growth for the business. It's been one of the hotter growth stocks to own this year -- but not without its risks.

Could Roku Stock Hit $100 in 2023?

UiPath

Cathie Wood believes Roku could stream a tenfold gain, well before 2035. Automating repetitive tasks could be UiPath's key to massive gains.

2 Growth Stocks That Can Turn $100,000 Into $1 Million by 2035

Shopify

Roku and Shopify both suffered tough post-pandemic slowdowns. But both stocks are bouncing back this year on renewed investor optimism.

Better Cathie Wood Stock: Roku vs. Shopify

PayPal

Roku is well-positioned to capture the Connected TV market. PayPal looks oversold and is still putting up solid growth.

These 2 Nasdaq Stocks Could Help Carry Your Portfolio for Years

Shares of streaming-media company Roku could hit an 11th positive trading day, a record. Don't expect the environment for advertising to recover anytime soon, however.

Roku Stock Is on Track for Record Winning Streak

Roku shares have nearly doubled since bottoming out in December, but they are still well below their 2021 highs. Recent financials look unflattering, but Roku's audience and engagement keep moving in the right direction.

Roku Stock Is Up 71% in 2023: Can It Keep Climbing?

Shares of Roku Inc. ROKU, +1.94% were rising 2.1% in Monday morning trading and on track to advance for the 11th straight session. That would mark the streaming-media name's longest winning streak on record, according to Dow Jones Market Data.

Roku stock marches toward longest winning streak on record

Jeff Blackburn, who spearheaded Amazon's push into video, has joined Roku's board of directors. The election of Blackburn at Roku's annual shareholder meeting represents an expansion of Roku's board, an upsizing signaled by the streaming company last April.

Amazon Alum Jeff Blackburn Joins Roku Board

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (NASDAQ: ROKU) announced it has expanded its Board of Directors with the election of Jeff Blackburn, who has a strong background in digital media and entertainment, at the company's annual shareholder meeting. “Jeff's extensive experience in digital media and technologies makes him a great addition to our Board of Directors,” said Roku Founder and CEO Anthony Wood. “I look forward to his contributions to Roku as we grow our leadership as the TV stre.

Roku Announces the Election of Jeff Blackburn to its Board of Directors

Roku (ROKU) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.

Strength Seen in Roku (ROKU): Can Its 8.0% Jump Turn into More Strength?

Roku stock is up 70% in 2023. Is it still a buy?

Best Stocks to Buy Now: Is Roku Stock a Buy?

Amazon could soon add an ad-based tier, giving Roku a new revenue stream. Two analysts raised their price targets on Netflix, signaling enthusiasm for the streaming sector.

Why Roku Stock Popped Today

Amazon

Ulta Beauty

Amazon's recent investments into fulfillment could pay off big. Roku is the target of doubts right now but is a tremendous rebound candidate.

3 Growth Stocks to Buy in June

Roku reported a 17% growth in active accounts and a 20% increase in streaming hours in Q1, but saw a 5% decline in average revenue per user. The company is on track to achieve adjusted EBITDA profitability by FY 2024, with a current valuation of 2.2X forward price-to-revenue ratio. Despite the decline in monetization metrics, Roku's potential in the streaming and advertising markets makes it undervalued compared to Netflix.

Roku: Attractively Priced Growth Stock

Airbnb

Roku should get back to growth as the ad market recovers. Airbnb has a huge market opportunity, and the stock is well-priced.

2 Stocks Down 88% and 47% to Buy Right Now

American Superconductor

Maxeon Solar Technologies

MGM Resorts

Best Buy

EVgo

In recent months, I've discovered that Dr. Ed Yardeni, former Chief Economist of Prudential Equity Group, and Deutsche Bank, is one of my favorite analysts of stocks and the economy. That's because Yardeni, unlike many other analysts,  doesn't rely on long-held, yet unproven beliefs like “Interest rates are rising, so stocks will fall” to make his predictions.

The 7 Best Stocks to Buy on a Dip in June 2023

Home Depot

This e-commerce leader has multiple catalysts to deliver returns to shareholders. Investors are recognizing Roku's potential and the stock price is already climbing.

3 Spectacular Stocks Down Between 30% and 88% That Should Soar in a Bull Market

Etsy

Both Roku and Etsy have carved out unique market niches and show strong growth potential. Despite their high-growth potential, these stocks are currently trading at very affordable share prices.

2 Growth Stocks to Buy Before a Big Rally

Coinbase

Tesla

Cathie Wood thinks Tesla's market cap could exceed $6 trillion by 2027 thanks to robotaxis and full self-driving. Coinbase looks like the leading long-term crypto exchange.

3 Cathie Wood Stocks Expected to Rise 245% to 980% Over the Next Few Years

Roku, Inc. is the clear market leader in smart TV operating systems and continues to grow its user base. As an industry, streaming is taking share of TV from cable and free to air, benefiting Roku.

Roku Stock: Streaming Gatekeeper, But A Sell

Sluggish revenue growth and increased spending have resulted in net losses for Roku. But a focus on cost cutting could push operating margins much higher.

2 Factors That Could Lead Roku to Bigger Profits in 2023

Roku shares are up by around 40% in 2023, but still down nearly 90% from their mid-2021 peak. Roku's audience keeps growing, and engagement with its platform is also on the rise.

A Bull Market Is Coming: 3 Reasons to Buy Roku Stock

Block

Roku's leadership in streaming and the remaining opportunity should allow it to bounce back. Block's two core ecosystems are still going strong and should help it mitigate the threat from its Bitcoin-related business.

2 Beaten-Down Stocks I Own But Don't Expect to Sell Anytime Soon

Roku's latest financial results showed that net losses are stabilizing. Roku benefits from the growth of streaming, and it should do well once the ad market recovers fully.

Roku: Buy, Sell, or Hold?

Netflix

Netflix is keeping its leading streaming position, but it's posting mixed results as it fends off challengers. Roku's profitability has plummeted, but it's developing forward-thinking growth strategies.

News for Roku Stock (ROKU)