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.

Comcast

Advertisers will follow viewers to their favorite entertainment platforms.

Bad News for Comcast Could Be Good News for Roku

Investors should consider some major disadvantages this company is facing.

3 Reasons to Sell This Explosive Stock in 2023

Rocket Lab USA

Trimble

Putting an investment shopping list together for the new year? Consider these compelling options found in the portfolios of Ark Invest's ETFs.

3 Cathie Wood Stocks to Buy in 2023

There's still a lot of growth left in streaming.

1 Chart That Will Change Your Mind on Roku Stock

Alphabet's video platform is now one of the most popular streaming channels and has plans that could potentially disrupt Roku's business model.

Is Roku Ready to Defend Itself From the Upcoming YouTube Onslaught?

David Eilenberg, who joined Roku last April to head up original programming at the streaming company, has been upped to head of content, Deadline has confirmed. Eilenberg is well-known in creative circles, having been an exec at ITV, Turner and Mark Burnett's company during the course of his career.

Roku Ups David Eilenberg To Head Of Content As Veteran Exec Rob Holmes Exits

Disney

Netflix

These streaming stocks could make a comeback this year.

3 Top Entertainment Stocks to Watch in January

Shopify

2 Growth Stocks Down More Than 50% to Buy Now

ARK Innovation ETF

Coinbase

Exact Sciences

Wood's ARK Innovation ETF is rebounding nicely.

Cathie Wood Is Trouncing the Market So Far in 2023 Mainly Due to These 3 Stocks

UiPath

Block

Tesla

Zoom Video

The popular investment manager is attracted to innovative companies.

48.8% of Cathie Wood's Portfolio Is in These 7 Stocks

Peloton

Which fallen pandemic-era darling is a better turnaround play?

Better Buy: Roku vs. Peloton Interactive

Amazon

FuboTV

Netflix's return to strong subscriber growth and an above-guidance revenue increase inspired bullish sentiment around the streaming industry.

Why Media-Streaming Stocks Stole the Show on Friday

CRISPR Therapeutics

DraftKings

Invitae

Pacific Biosciences of California

Roblox

10X Genomics

Cathie Wood's ARK Innovation ETF is back — and back big. It's the top diversified ETF again this year so far, largely due to big winners.

Cathie Wood Is Crushing It This Year Thanks To 9 Stocks

Trade Desk

Pitting the two advertising-reliant businesses against each other.

Better Buy: The Trade Desk Stock vs. Roku Stock

NEW YORK--( BUSINESS WIRE )--MAGNA Media Trials, MAGNA's industry-leading proprietary research offering, and Roku announced a new study in partnership with the Roku Brand Studio that finds new video ad formats in streaming TV are twice as favorable as traditional TV ads for consumers.

New Study from Magna and Roku Finds New Video Ad Formats in Streaming TV Are 2x More Favorable than Traditional TV Ads

Two analysts have downgraded Roku in the last three trading days. It's time for contrarians to grab the remote control.

Is Everybody Hating Roku at the Worst Possible Time?

Okta

These beaten-down tech stocks are ripe for a comeback.

2 Stocks That Could Double in 2023

The streaming pioneer had an abysmal 2022. Will this year mark a turnaround?

3 Roku Stock Predictions for 2023

As shares have fallen precipitously in 2022, investors have completely soured on this streaming business.

Roku Stock in 2023: Bull vs. Bear

Roku's share price is lifting along with the broader market this week, and there are some indications it could be the start of a new uptrend.

Roku Stock Price is Trending, Here's Why

A perfect storm has weighed on this industry-leading streaming pioneer, but this too shall pass.

1 Extraordinary Growth Stock Set to Soar 3,100%, According to Cathie Wood

Competitive pressures from OEM partners may have forced a shift in Roku's strategy. Hardware initiatives are unlikely to create value by themselves and should be viewed as a customer acquisition strategy.

Roku: Rising Competition From Partners

Chewy

Why Amazon, Chewy, and Roku Stocks All Traded Lower Thursday Morning

Analysts with Jeffries are evidently concerned about the risk-reward profile of streaming equipment provider Roku (NASDAQ: ROKU ). They downgraded ROKU stock, and today's financial traders are selling their shares.

ROKU Stock Falls on Jefferies Downgrade

Roku is trying to replicate Apple's playbook of creating a robust ecosystem of hardware and software around the home, with TV as the centerpiece of this walled garden. Despite a challenging macro environment, Roku's key business metrics are improving consistently, and Roku is set to emerge as a larger and stronger connected TV ads platform beyond this downturn.

News for Roku Stock (ROKU)