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

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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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Earnings data Q1 2022

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Earnings data Q1 2023

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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.

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Cost of revenue

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SG&A

Other

Operating income

EBITDA

Net income

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Current assets

Cash & equivalents

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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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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 Inc (NASDAQ:ROKU)'s new products and features will drive enough user growth to insulate it over the near term, despite current concerns around its cash position — which may become worse following the collapse of Silicon Vally Bank (SVB). That's the view of analysts at Wedbush, who have maintained their ‘Outperform' rating and $80 price target for the connected TV platform despite near-term headwinds that will likely pressure its share price.

Roku retains ‘Outperform' rating from Wedbush despite SVP exacerbating cash woes

SVB Financial Group

Roku Inc (NASDAQ:ROKU) stock was last seen trading at $57.83 after shedding 3.6%, following news that a large of amount of its cash reserves are stuck with SVB Financial Group (SIVB).

Roku Stock Plummets Amid Silicon Valley Bank Drama

AcuityAds Holdings

iRhythm Technologies

Oncorus

We're witnessing the second-largest bank failure in United States history as regulators shut down Silicon Valley Bank (NASDAQ: SIVB). Nobody has any idea what the implications are.

4 Stocks With Huge Cash Holdings at Silicon Valley Bank

Roku got a wake-up call on cash management with nearly $500 million at risk at Silicon Valley Bank. The video streaming platform has $1.4 billion in cash not at risk, and the company needs to cut losses to avoid any future cash crunch.

Roku: SVB Wakeup Call

ACADIA Pharma

Axsome Therapeutics

Market volatility seems to be the central theme for stocks heading into next week. These three Nasdaq-listed stocks may be among the most volatile.

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Roku boasts 70 million active user accounts, and its international growth efforts have only just begun. The company is chasing stronger bottom-line profits, especially in more mature markets.

Roku CEO Anthony Wood Spills the Beans on More Profitable Plans

Silicon Valley Bank recently fell into receivership, and a large chunk of Roku's cash position is tied up there. Roku has been losing money at an alarming rate, making this a rough time for one of its banking partners to collapse.

Roku Could Have $487 Million at Risk in Silicon Valley Bank Implosion. Time to Sell?

Alphabet

HubSpot

Okta

Shopify

Many high-flying growth stocks have been grounded by macroeconomic headwinds. The floundering stock prices belie strong businesses, presenting an opportunity for astute investors.

A Bull Market Is Coming: 5 Supercharged Growth Stocks I Just Bought and Plan to Hold Forever

Roblox

The California-based bank was closed Friday by the state's financial regulator—the largest to fail since the Great Recession.

These Companies—Roku, Roblox, Circle And More—Held Major Funds In Silicon Valley Bank When It Crashed

The stock price of Roku Inc (NASDAQ: ROKU) dropped 3.03% after hours in the most recent trading session. This is why.

ROKU Stock: 3.03% Drop After Hours Explanation

Roku in a regulatory filing also said its deposits with SVB were largely uninsured, sending its shares down 10% in extended trading.

Roku warns it has $487M held in deposits with Silicon Valley Bank

Roku held approximately $487 million of its $1.9 billion in cash at Silicon Valley Bank, which collapsed Friday and was taken over by the Federal Deposit Insurance Corporation, the streaming technology company disclosed in an SEC filing.

Roku held nearly $500 million at Silicon Valley Bank and does not know if it will recover the funds

Streaming company Roku said in an SEC filing Friday that it held 26% of its cash at Silicon Valley Bank.

Roku discloses it has $487 million in deposits at failed Silicon Valley Bank. That's 26% of its cash.

Streaming platform Roku Inc. ROKU, -0.88% on Friday said it “does not know” to what extent it would be able to recover the cash it has deposited with the recently-failed Silicon Valley Bank. Roku said it had cash and cash equivalents of around $1.9 billion as of Friday, with around $487 million — or roughly 26% — at the bank.

Roku says it ‘does not know' how much of its cash it will be able to recover from SVB

The biggest bank failure since the financial crisis 15 years ago has hit streaming giant Roku. In an SEC filing, the company disclosed that 26% of its cash was held at Silicon Valley Bank, most of it uninsured. The 16th largest in the U.S.

Roku Had One-Fourth Of Its Cash In Failed Silicon Valley Bank, Most Of It Uninsured; Streaming Giant Says It Can Still Meet Expenses

Around $487 million of Roku's cash reserves are stuck at Silicon Valley Bank, the streaming media company said Friday.

Roku says 26% of its cash reserves are stuck in Silicon Valley Bank

Roku (ROKU) rolls out the first Roku-branded TVs, offering a total of 11 sets in two series, Roku Select and Roku Plus, besides platform-wide updates to its operating system.

Roku (ROKU) Unveils New Select TVs to Stores, Updates OS Features

Best Buy

Roku and Best Buy announced today that as part of their new first-to-market partnership, Roku gets access to Best Buy's advertising platform. Also, Best Buy customers have exclusive access to Roku-branded TVs.

Roku partners with Best Buy and its advertising business to get first-party shopper data

Costco

Disney

Disney and Roku are trading well below their 2021 peaks, but the prospects are brighter now for both consumer titans. Costco stock has hit a new all-time high every year for more than a decade.

Why Disney, Roku, and Costco Are No-Brainer Buys Right Now

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Roku, (Nasdaq: ROKU) the #1 TV streaming platform in the U.S., Canada, and Mexico*, and Best Buy (NYSE: BBY), the leading consumer tech retailer in the U.S., announced a first-to-market relationship across their advertising and retail businesses. For the first time, Best Buy is partnering with a TV streaming platform to provide its first-party data for targeting and closed-loop measurement.

Roku and Best Buy Help Create Better TV Experience through New Advertising and Retail Relationship

Roku's growth stalled in the fourth quarter as macro headwinds hurt the business. With streaming video entertainment becoming more popular, Roku's long-term opportunity is clear.

1 Super-Cheap Turnaround Stock to Consider

CrowdStrike

Initial unemployment claims jumped higher than expected last week. The Federal Reserve has suggested it might increase interest rates higher and more quickly in an effort to rein in rising inflation.

Why Shopify, CrowdStrike, and Roku Slumped Thursday -- but Shouldn't Have

Roku devices are getting an upgrade. The company announced today a series of updates coming to its media streamers and TVs with the new version of its software, Roku OS 12. The updates, which will focus on areas like live TV and sports, among other things, will also be accompanied by a revamp of the Roku mobile app, which the company says will include a new home screen and other layout changes in addition to improved tools in areas like account management and photos.

Roku's latest software update brings local news, more live sports and a new mobile app

Roku said it will sell its first company-made smart TVs exclusively at Best Buy and its website.

Roku will sell its first company-made smart TVs exclusively at Best Buy

SAN JOSE, Calif.--(BUSINESS WIRE)--The Roku experience just got even better. Today, Roku, Inc. (NASDAQ: ROKU) announced platform-wide updates for its operating system (OS) that further prove the brand's incredible value. Roku's OS is the #1 selling smart TV OS in the U.S., Canada, and Mexico 1, with over 70 million active accounts in the U.S. approaching half of broadband households2 and getting all the benefits of Roku's highly intuitive, personalized, and seamless platform.

News for Roku Stock (ROKU)