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.

Management's plan to spend more to grow the business makes this a riskier investment than in times past.

After Burning Around $500 Million In 2022, Roku Commits to Profits In 2024

A BofA Securities analyst raised his rating on the stock to Buy, noting ad spending in some verticals should improve over the course of the year.

Roku Earnings Flipped a Bear Into a Bull. The Ad Market May Be Bottoming Out.

Roku stock soared on Thursday after the company delivered an upbeat earnings report for Q4 but warned that “macro uncertainty” could create challenges in 2023.

Roku Earnings Report: Stock Price Rises As Roku Exceeds Expectations

Roku Inc. has experienced tough times recently, but it could be poised for better days, according to an analyst.

Roku is ‘bottoming out,' analyst says in double upgrade of the stock

Roku (NASDAQ: ROKU ) stock just received a double upgrade from Bank of America, which sent shares as high as $73.45 this morning. As of this writing, shares have settled back down, now trading lower by more than 2%.

ROKU Stock Scores Rare Double Upgrade From Bank of America

Shares of Roku Inc (NASDAQ:ROKU) boast a 2.5% premarket lead, after a double upgrade from Bank of America.

Roku Lands Double Upgrade After Earnings

Apple

Amazon

Disney

FuboTV

Netflix

Spotify

Streaming media stocks gained tremendously in value during the pandemic years. For instance, shares of streaming giant Netflix saw an 85.6% bump in price from 2020 to 2021, comfortably outperforming the broader market.

7 Stocks to Buy for the Future of Streaming Media

TripAdvisor

Twilio

As inflation reports keep investors on their toes, Wall Street continues to get additional clues from the earnings confessional.

Analysts Target 3 Stocks After Earnings

The streaming platform easily beat revenue estimates and said it would return to profitability.

Why Roku Stock Was Jumping Today

Roku Inc (NASDAQ: ROKU) is up nearly 20% this morning after reporting market-beating results for its fourth financial quarter. Jefferies remains super bearish on Roku Shares went up also because the streaming platform issued better-than-expected guidance for Q1.

Is it a good idea to invest in Roku stock after its strong Q4?

Investors had questions. Roku has given them answers.

5 Things I Just Learned About Roku

ROKU's fourth-quarter 2022 results benefit from increased user engagement on The Roku Channel continued popularity of the Roku TV program.

ROKU's Q4 Loss Narrower Than Expected, Revenues Increase Y/Y

Crocs

Rising in the face of an uncertain market is a good sign.

2 Nasdaq Stocks for Investors Who Like Winners

Profitability is in sight for Roku Inc (NASDAQ:ROKU) is a key takeaway for investors in the wake of Wednesday's expectation beating financial results, that's the view of analysts at Wedbush. Roku stock is trading up around US$7.91 or 12.06% changing hands at US$71.12.

Roku set for profitability sooner than expected as it builds towards “global dominance” - broker

The quarterly update included both encouraging and discouraging data points.

Roku Earnings: What You Need to Know

Roku, Inc. (NASDAQ:ROKU ) Q4 2022 Earnings Conference Call February 15, 2023 5:00 PM ET Company Participants Conrad Grodd - Vice President, Investor Relations Anthony Wood - Founder and CEO Steve Louden - CFO Charlie Collier - President Roku Media Mustafa Ozgen - President Devices Gidon Katz - President, Consumer Experience Conference Call Participants Cory Carpenter - JPMorgan Steven Cahall - Wells Fargo Laura Martin - Needham & Co. Thomas Forte - D.A. Davidson Timothy Nollen - Macquarie Research Shweta Khajuria - Evercore ISI Matthew Thornton - Truist Securities Nicholas Zangler - Stephens Inc. Michael Morris - Guggenheim Securities Operator Good day, and thank you for standing by.

Roku, Inc. (ROKU) Q4 2022 Earnings Call Transcript

The streaming company vowed to rein in expenses this year, while its battered stock continued to rebound.

Roku Sees Some Improvement in Ad Spending

Cisco Systems

Shopify

Is the market getting ahead of itself? Is it currently "fighting the Fed"?

Late Trading Higher on Big Quarterly Reports: CSCO, SHOP & More

Over a month after Roku announced its first Roku-branded TVs, which will launch in the U.S. in spring 2023, the hardware company reported its quarterly earnings this afternoon which showed Roku beat its own revenue expectations, reporting a total net revenue of $867.1 million for Q4.

Roku soars past revenue expectations as it bets on streaming devices to boost growth

Consumers streamed more content than expected through Roku Inc.'s platform in the fourth quarter, helping to drive a sizable revenue beat despite macroeconomic pressures.

Roku stock soars after earnings as consumers stream more than expected

Streaming video platform Roku smashed estimates for new users and revenue for the fourth quarter. The post Roku Stock Surges On Growth In New Users In Holiday Quarter appeared first on Investor's Business Daily.

Roku Stock Surges On Growth In New Users In Holiday Quarter

Roku shares roared to life after hours after the streaming specialist reported better-than-expected results for the fourth quarter. The company reported total revenue of $867.1 million in the period ending December 31, which was flat with the year-earlier period but well ahead of Wall Street analysts' forecast of $801.7 million.

Roku Shares Roar To Life On Better-Than-Expected Q4 Report

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Roku, Inc. (NASDAQ: ROKU) released fourth quarter and fiscal year 2022 results. Visit the Roku investor relations website to view the fourth quarter and fiscal year 2022 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.

Roku Releases Fourth Quarter and Fiscal Year 2022 Financial Results

The stock is soaring on the eve of Roku's fourth-quarter report, inspired by good news from another company in a related business.

Why Roku Stock Is Soaring Today

The streaming video pioneer has a big report on Wednesday afternoon. It has to overcome two big obstacles.

News for Roku Stock (ROKU)