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

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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.

Roku (ROKU) reported earnings 30 days ago. What's next for the stock?

Why Is Roku (ROKU) Down 7.6% Since Last Earnings Report?

Amazon

Amazon has a strong presence in three markets expected to grow at a double-digit pace through the end of the decade. Roku operates the leading streaming platform in the U.S., Canada, and Mexico, and its superior operating system should keep on dominating the industry.

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A soft advertising market has sent Roku stock crashing over the last year. Weak ad markets are the best time to invest in media companies -- ask Warren Buffett.

2 Things About Roku That Smart Investors Know

Nearly a quarter of Roku's total cash was held at SVB Financial. The company just paid down $80 million in debt after losing $500 million in 2022.

Roku May Be In a Lot of Trouble -- Here's Why

FuboTV

Roku built its business as a neutral platform for streaming services. FuboTV has leaned on live sports to draw in users.

Better Buy: fuboTV vs. Roku

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ROKU discloses that about 26% of its cash and cash equivalents as of Mar 10 - roughly $487 million - is held at SVB, currently taken over by the Federal Deposit Insurance Corp.

ROKU Relieved by Silicon Valley Bank Bailout Amid Losses

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Prosperity Bancshares

Charles Schwab

Bill Holdings has said it held about $670 million at Silicon Valley Bank, but said its existing cash was sufficient to meet its working capital and other requirements.

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Pinterest

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As markets got all shook up Monday, Cathie Wood stepped in and began buying tech. Not all tech, however.

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Roku Inc. shares were advancing in premarket trading Tuesday after a Wolfe Research analyst ended his bearish call on the streaming-media company.

Roku stock nabs an upgrade after ‘a hectic few years'

Roku made a disclosure on Friday detailing the startup's exposure to failed Silicon Valley Bank. In the short term, investors must expect more volatility which could create a strong buying opportunity.

Roku: SVB Exposure Is Not A Problem, Buy The Drop

Etsy

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SVB Financial Group

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Regulators said SVB depositors would be made whole, but analysts and investors are trying to sort through which companies face continued risk.

Stock in Companies With SVB Exposure Are Still Down. Here's Why.

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Since SVB Financial's (NASDAQ: SIVB ) principal subsidiary, Silicon Valley Bank, collapsed last week, Wall Street has been in turmoil. With SVB seized by government regulators and New York's Signature Bank (NYSE: SBNY ) shut down, banking stocks have been in free fall and don't show any signs of reversing direction.

10 Companies That Had Tons of Money in SVB When It Collapsed

The decline (and subsequent rebound) wasn't related to the streaming pioneer's business.

Why Roku Stock Crashed Monday Morning Before Regaining Ground

The federal government has stepped in to protect Silicon Valley Bank depositors, and Roku Inc. shares were turning higher Monday after initially registering declines.

Roku stock turns positive as investors tune out SVB noise

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

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

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.

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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.

News for Roku Stock (ROKU)