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

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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.

When Roku reports earnings after the closing bell on April 26, it will look to post an earnings beat for the third consecutive quarter.  The video streaming company is projected by analysts to report first-quarter revenue of $707.85 million and a loss of $1.33 per share.

Earnings Preview: Roku looks to beat expectations again amid layoffs

We expect revenue to come in at about $725 million, slightly ahead of consensus estimates and down by about 1% versus last year.

What's In Store As Roku Reports Q1 Results

SAN JOSE, Calif.--(BUSINESS WIRE)--Reach more TV households in primetime than you can find on the average program airing on a top-five cable network* — that's a first from Roku, Inc. (Nasdaq: ROKU) with its new Primetime Reach Guarantee ahead of the TV Upfronts. Marketers have long valued TV advertising for its ability to reach large audiences quickly. Today, brands are shifting advertising spend to TV streaming to follow the consumer.

Roku Announces Primetime Reach Guarantee Ahead of TV Upfronts

Roku shares are crushing the market this year, but still well below their peak set nearly two years ago. Disney and Roku finally came to a truce two weeks ago, allowing the ad-supported Disney+ to be available on Roku's platform.

Is the Bearish Case for Roku Stock Starting to Fall Apart?

Roku is well situated to benefit from the torrid growth of the connected TV market. New products and partners should accelerate the streaming platform's expansion.

3 Good Reasons to Buy Roku Stock (and Some Risks to Consider)

Advanced Micro Devices

Palantir Technologies

AMD's status as a leader in High-Performance Computing (HPC) market will reignite its revenue growth in the coming years. Palantir could come back with the help of a new, AI-driven platform.

3 Tech Stocks Down 43% to 87% That Are Ready to Skyrocket

Coupang

Farfetch

Shares of this luxury-goods marketplace offers a classic risk versus reward proposition. This top streaming stock has an expanding growth opportunity and a deeply discounted stock price.

3 Monster Growth Stocks That Could Turn $250,000 Into $1 million by 2030

Exact Sciences

Cathie Wood's Ark Innovation ETF has trounced the S&P 500 this year, and a couple of important components are expected to drive it even higher. Exact Sciences is a cancer diagnostics stock that could more than double by 2027 if it meets Ark Invest's expectations.

2 Supercharged Growth Stocks That Could Rocket 116% to 899% Higher, According to Wall Street

FuboTV

Netflix

This morning's wholesale price-inflation reading showed a decline in March. It could signal an approaching end to the Fed's interest rate increases.

Why Netflix, Roku, and FuboTV Surged Today

Roku is one of those stocks which soared during the pandemic but now trade lower than pre-pandemic levels. Growth was supposed to accelerate after the company finished lapping tough pandemic comps.

Roku: Investors Grow Increasingly Impatient On Growth Story

Roku, Inc.'s trends have greatly deteriorated since Q2 of 2022. A weak ad market as well as a report on streaming ads running when TVs are turned off could be to blame.

Roku's Financials Are Ugly

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Roku, Inc. (Nasdaq: ROKU) announced it will release first quarter 2023 financial results after the stock market closes on Wednesday, April 26, 2023. The company will host a live webcast of its conference call to discuss the results at 2:00 PM Pacific Time on April 26. Participants may access the live webcast in listen-only mode from the Roku investor relations website.

Roku to Announce First Quarter 2023 Financial Results on April 26, 2023

Coinbase

Tesla

Zoom Video

Block

Cathie Wood's ARK Invest ETFs are on the rebound in 2023 after plunging in 2021 and 2022. Five ARK Invest stocks to watch include Tesla.

5 Cathie Wood Stocks To Watch: Coinbase, Block, Roku, Zoom Video; Tesla Rallies

Roku, Inc. openly discusses its ambitions to be EBITDA profitable next year. Roku's main troubles are due to the cyclical elements of advertising. If we assume that digital advertising will at some point improve, Roku is well-positioned to bounce back.

Roku: From Here, This Looks Very Compelling

Macro headwinds are negatively impacting Roku's operations. Roku benefits from the secular trend of the rise of streaming entertainment.

Roku Is Down 87% From Its High. Time to Buy?

Ark Invest has a 2026 price target of $605 per share on Roku, implying 840% upside from its current price. Roku is the most popular streaming platform in the U.S., Canada, and Mexico, and Roku OS is the top-selling smart TV operating system in those markets.

1 Magnificent Growth Stock With 840% Upside, According to Wall Street

SVB Financial Group

In March, Roku (NASDAQ: ROKU ) stock was in the spotlight, and not in a good way. The company announced that $487 million, or around 26% of its cash position, was in SVB Financial's (OTCMKTS: SIVBQ ) now-defunct Silicon Valley Bank subsidiary.

ROKU Stock is a Sell, and NOT Just Because of SVB Exposure

Ally Financial

Bank of America

Electronic Arts

Charles Schwab

SoFi Technologies

We've also got a look at the latest from RH and other market news.

Bank Stocks Worth Buying

Warner Bros Discovery Inc

As the media landscape evolves, checking the pulse of the latest streaming TV deals and content partnerships is vital for investors. Warner Discovery repurposed a bunch of aging hits to find new audiences in the streaming era.

Streaming, Live TV, and Great Content? Roku and Warner Bros.

Airbnb

DraftKings

The March ISM Services PMI survey came in below expectations. The same goes for the March ADP employment report.

Why Airbnb, Roku, and DraftKings Plunged Today

Shopify

Shopify and Roku faced severe economic-related challenges last year. Both companies are leaders in their respective industries and have miles of growth left.

A Bull Market Is Coming: 2 Cathie Wood Stocks to Buy and Hold

Oh, what A difference a year makes. Cathie Wood stocks in 2023 are doing so much better than the disaster in 2022.

3 Cathie Wood Stocks for Your April Must-Buy List

Roku and Netflix both lost their momentum in a post-pandemic market. Roku's margins are being squeezed by the sluggish growth of the advertising market and elevated supply chain costs for its streaming devices.

Better Buy: Roku vs. Netflix

Roku hasn't consistently generated positive net income, a drawback in today's economy. It doesn't get to control deal terms with popular content services, a loss of sizable revenue.

Roku Stock Is Up Nearly 50% In 2023, But Investors Shouldn't Ignore These Key Risks

Cathie Wood's Ark Invest just bought another 65,000 Roku shares. Inflation is fading and that's good news for risk-sensitive stocks like this one.

News for Roku Stock (ROKU)