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

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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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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

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EBITDA

Net income

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Net PPE

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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 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.

Roku Just Took A Leaf Out Of Apple's Playbook

Spotify

Jefferies weighed in on streaming stocks today, issuing bear notes to Roku Inc   (NASDAQ:ROKU) and Spotify Technology SA (NYSE:SPOT).

2 Streaming Stocks in Focus After Downgrades

Roku's plan may seem perplexing when viewed in isolation, but it makes perfect sense in the broader context of its strategy.

Could Roku's Bold Announcement Turn Out to Be a Genius Move?

By diversifying, the company will be less dependent on ad revenue for growth -- but at what cost?

Could Roku's Latest Move Turn Things Around for the Stock?

Coinbase

Tesla

Zoom Video

Block

Cathie Wood's ARK Invest ETFs plunged again in 2022 after 2021's huge losses. Five ARK Invest stocks to watch include Tesla.

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

The media-streaming platform provider is on fire sale, but its long-term prospects are still tremendous. Spoiler alert: This stock belongs on your "buy" list today.

Down 80% in This Bear Market, Can Roku Recover in 2023?

The connected-TV leader wants to give you more TV options.

3 Reasons Roku Wants to Make Its Own TVs

The streaming enabler faced headwinds in 2022 that will persist into 2023.

Down 82% in 2022, Is Roku Stock a Buy in 2023?

Exact Sciences

UiPath

As we head into a new year, investors are taking a look at their portfolios to determine which stocks were winners and losers in 2022.

Cathie Wood's Top 5 Stocks See Abysmal Year in 2022

Roku, Inc. announced that it will roll out Roku-branded smart TVs. The company doesn't earn a fee for licensing its OS to TV manufacturers.

Roku: TV Push Could Boost Revenue, Margins

Ark Invest says Roku shareholders could see quadruple-digit returns over the next four years.

1 Growth Stock That Could Skyrocket 1,288% by 2026, According to Wall Street

Disney

Netflix

Paramount Global

Warner Bros Discovery Inc

After a rough 2022, can the streaming industry bounce back?

Streaming Stocks: Buy, Sell, or Hold in 2023?

Broadcom

Upstart Holdings

Buying quality stocks at lower prices is a recipe for successful investing.

5 Stocks to Start 2023 With a Bang

The streaming video giant faces some big hurdles in 2023.

Roku Stock Is Down 90% From Its High. Time to Buy?

Profitability should still be the focus of 2023.

Is Now the Time to Go All In on Roku Stock?

When it rains, it pours. Roku capped a painful year with a particularly severe price drop in December.

Why Roku Stock Fell 31.5% Last Month

Vizio Holding Corp

Television manufacturers dazzled attendees of CES 2023 on Friday with their latest smart TV sets and brighter displays. The post Smart TV Operating System Battle On Display At Tech Show, With Help From Alphabet, Amazon, Roku appeared first on Investor's Business Daily.

Smart TV Operating System Battle On Display At Tech Show, With Help From Alphabet, Amazon, Roku

Roku (ROKU) creates a milestone as it crosses 70 million active accounts on its platform and witnesses a rise in streaming hours for the full year 2022.

Roku (ROKU) Records More Than 70 Million Active Accounts Globally

Roku's audience has grown at least 16% over the past year, but revenue is still expected to go the wrong way.

Roku Hits 70 Million Users, but It's Not All Good News

Roku's stock price plunged by more than 80% in the previous year, as the company lost revenue growth momentum and went into the red. ROKU's shares are undervalued based on a review of its historical and peer valuations, and sell-side price targets.

What Is Roku Stock's Outlook After Falling Over 80% In 2022?

Roku will sell its own line of TVs in the spring despite cutting costs in other areas of its business.

Roku CEO explains why the company is launching its own line of TVs

ROKU has officially launched its line of televisions that is split into Roku Select for affordable buyers and the Roku Plus Series for premium buyers.

ROKU (ROKU) Announces the Launch of Its Own Line of Televisions

It's been a brutal year for the streaming pioneer, but the worst may be behind it.

Roku Surpasses 70 Million Accounts. Has the Stock Finally Turned the Corner?

Roku reached a new milestone in 2022, the company announced today, surpassing 70 million active accounts globally, an increase of nearly 10 million users year over year. The company had 60.1 million accounts in Q4 2021 and 65.4 million in Q3 2022.

Roku ends 2022 with new milestone, tops 70M active accounts

Roku says it has passed 70 million active accounts worldwide, up from 60.1 million at the end of 2021. The secular shift of viewing from linear to streaming is continuing apace, with total streaming hours via Roku's interface increasing 19% in 2022. Globally, streaming hours reached 23.9 billion in the fourth quarter, and 87.

News for Roku Stock (ROKU)