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.

A potential recession is squeezing most of the advertising market. Roku has felt the pain in its monetization of its viewers.

You Might Regret Passing on This Media Disruptor While It's Still a Screaming Buy

Roku's first-quarter results were not great, although they were better than what it had predicted in some ways. On the positive side, the company continues to grow its number of active accounts.

Here Are 72 Million Reasons to Buy Roku Stock

Most of Roku's revenue comes from its Platform business. Roku's near-term outlook may be stunted.

Roku Stock Is Down 40% From Its High. Time to Buy?

In Roku's recent quarter, the company posted better-than-expected revenue of $741 million, but worried investors with its warning of an uncertain ad market and declining average revenue per user. Today, at the IAB NewFronts, the streaming media company introduced its latest ad products to potentially help it address the latter, at least.

Roku touts its new ad products, including an AI that matches campaigns to TV moments

Beam Therapeutics

Block

Cerus

Ginkgo Bioworks Holdings

UiPath

Shopify

Cathie Wood invests in speculative stocks that don't always pan out, as 2022 showed. The chief of Ark Investment Management watched her firm outperform in 2021, though last year saw a sharp deceleration in interest in various hough-growth names.

7 Best Cathie Wood Stocks for Your May 2023 Buy List

Roku's revenue rose slightly, but losses spiked compared with year-ago levels. User numbers and streaming hours continue to grow at double-digit rates.

Roku Stock Delivered Mixed Results After Earnings: Is It Time to Buy?

Roku is losing money and spending is still spiraling out of control.

Roku Stock Just Went From Bad to Worse

Cathie Wood has doubled down on her exposure to Roku Inc (NASDAQ: ROKU) after the streaming-media company reported strong results for its fiscal first quarter this week.

Roku stock continues to be one of Cathie Wood's favourites

Roku's active accounts have risen 17% over the past year. ARPU declined just 5%, but platform revenue was still negative.

Roku, ARPU, and Other 4-Letter Words

Amazon

Brookfield Infrastructure Partners L.P.

Enphase Energy

Ford Motor Company

Big tech companies are returning to growth. Smaller, cash-dependent companies are under pressure.

5 Top Stocks for May

Pubmatic

A market downturn has pushed some top growth stocks down to prices that are hard to ignore. Roku's increasingly popular streaming platform is rapidly pulling advertisers away from traditional TV.

2 Beaten-Down Growth Stocks You Could Regret Not Buying on the Dip

Roku isn't generating as much revenue per user as it was just a few quarters ago. Roku is spending more and more money with less and less effect.

2 Big Red Flags In Roku's Q1 Numbers

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

ROKU's Q1 Loss Narrower Than Expected, Revenues Increase Y/Y

Revenue exceeded its earlier guidance, but devices revenue saved the day amid weak platform revenue. Roku's TV-unit market share in the U.S. has risen to 43%, more than its three nearest rivals combined.

5 Surprises in Roku's Blowout Financial Results

"Better than feared" results isn't what I am looking for.

Is It Safe to Buy Roku Stock Now?

Roku added another 1.6 million active accounts in the first quarter. Its audience is now larger than all the cable companies -- combined.

Roku Just Surpassed Cable in This 1 Crucial Metric

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

Roku (ROKU) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Roku, Inc. (ROKU) Q1 2023 Earnings Call Transcript.

Roku, Inc. (ROKU) Q1 2023 Earnings Call Transcript

Roku delivered its first quarter results on Wednesday with better-than-expected revenue and the addition of 1.6 million active streaming accounts in the period. Although the company's results came in above analyst estimates, Roku told investors that it sees its advertising business remaining challenged.

Roku gains 1.6 million active streaming accounts in Q1, warns of continued ad uncertainty

Roku Inc (NASDAQ: ROKU) jumped nearly 7.0% in extended hours after reporting market-beating results for its fiscal first quarter. Roku shares up on upbeat guidance Shareholders are happy also because the company issued upbeat guidance.

Why are Roku shares trading up in extended hours?

Roku Inc forecast second-quarter revenue above Wall Street estimates on Wednesday, on optimism that increased cord-cutting and a broader shift to ad-based streaming will boost business.

Roku forecasts second-quarter revenue above estimates

Roku delivered first-quarter results with some bright spots, including better-than-expected revenue, but the streaming provider said it sees its advertising business remaining challenged. Revenue reached $741 million, up just 1% from the year-ago quarter, while losses widened to $1.38 per share from 19 cents in the 2022 period.

Roku Q1 Results Match Wall Street Forecasts For Profit, Beat Them For Revenue, Though Company Sees Advertising Challenges Continuing

Streaming video platform Roku beat forecasts for the first quarter as it added more viewers than expected. Roku stock rose.

Roku Adds More Active Users Than Expected In First Quarter

Roku Inc. shares were moving 5% higher in Wednesday's after-hours action as the streaming-media company cited continued ad-market pressures but topped expectations for its latest quarter.

Roku stock pops after earnings beat, though ad market remains challenging

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

News for Roku Stock (ROKU)