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.

Roku Inc.'s stock was getting punished Thursday after the streaming-media company's latest forecast sparked fears about the fate of streaming advertising in an uncertain economic environment.

Roku's grim forecast for holiday season tanks stock as macro headwinds deemed ‘too severe'

Investors are overlooking the long-term opportunity for this innovative streaming company.

3 Reasons Roku Stock Is a Buy After Its Dismal Third-Quarter Earnings Report

User growth and engagement is high, but it looks like the value of its advertising is weakening. Which trend will prove more durable?

Roku Stock After Earnings: More Trouble Ahead or Buy The Dip?

Roku Inc market-cap dropped by nearly a fifth on Thursday following downbeat forecasts a day earlier, as the streaming tech provider suffers from a collapse in advertising dollars.

Streaming tech firm Roku dives as tough ad market hits performance

Roku Inc. shares plummeted 16% in after-hours trading Wednesday after the streaming company topped expectations with its latest results but gave a weaker-than-anticipated outlook for the holiday quarter as economic conditions could further “degrade advertising budgets.”

Roku stock plunges as downbeat earnings forecast assumes ad budgets could ‘degrade'

A gloomy fourth-quarter outlook took the spotlight away from the company's better-than-expected third-quarter revenue.

Ouch! Roku Stock's Bad 2022 Just Got Worse

Investors were spooked by weak advertising revenue and an even worse forecast.

Slower Ad Spending Tanks Roku's Growth. Time to Sell the Stock?

Roku continues to see huge growth in operating expenses.

What Went Wrong With Roku's Earnings?

Roku stock price has taken a hit in the Pre-Market hours after the company forecast a wider-than-expected Q4 loss citing pressure on advertisers' budgets. The pre-market pledge comes a day after the stock dipped by about 4% to its lowest stock price since early 2019 as reported in our news here.

Best place to buy Roku stock: it's plunged 18% on loss forecast and shrinking Ad revenue

Roku Inc (NASDAQ:ROKU) saw its shares drop by almost 20% in after-hours trading on Wednesday after the streaming platform forecast fourth-quarter revenue below Wall Street estimates as advertising spending shrinks. The company said it expects total revenue to be about $800 million in the fourth quarter, down from $865.33 million a year earlier and below analysts' average estimate of $895.5 million, according to Refinitiv IBES.

Roku shares drop on weak fourth quarter revenue forecast

Disney

Netflix

Roku's warning could cast a shadow over the launch of Netflix and Disney+'s advertising-supported tiers.

Netflix and Disney+ Are About to Get Ads. Roku Has Bad News for Them

Etsy

Traders will study a slew of data including another labor-related report in the form of jobless claims, plus trade balance and factory orders.

Jobless claims, Roku drops, Etsy gains and more: Thursday's 5 things to know

Roku, Inc. (NASDAQ:ROKU ) Q3 2022 Earnings Conference Call November 2, 2022 5:00 PM ET Company Participants Conrad Grodd – Vice President-Investor Relations Anthony Wood – Founder and Chief Executive Officer Steve Louden – Chief Financial Officer Conference Call Participants Justin Patterson – KeyBanc Capital Markets Aaron Kessler – Raymond James Shweta Khajuria – Evercore Vasily Karasyov – Cannonball Research Jason Helfstein – Oppenheimer Ralph Schackart – William Blair Jason Bazinet – Citi Rich Greenfield – LightShed Partners Barton Crockett – Rosenblatt Securities Operator Hello, thank you for standing by. And welcome to the Third Quarter 2022 Roku Earnings Conference Call.

Roku, Inc. (ROKU) Q3 2022 Earnings Call Transcript

Big advertisers ‘aren't spending with anyone,' CEO Anthony Wood tells investors.

Roku Shares Tumble, Warns of Tough Holiday Season

Roku Inc (NASDAQ: ROKU) crashed to its lowest stock price since early 2019 in extended trading on Wednesday as investors responded to its disappointing guidance for the holiday quarter. Analyst reacts to Roku's earnings report For Q4, Roku forecasts $800 million in revenue on $135 million of adjusted EBITDA loss.

Roku shares punished on weak guidance: buy the dip?

As advertisers pull back on spending and supply chain disruptions persist, investors have braced themselves for an unpleasant quarter for Roku. And investors are probably right to be worried.

Roku drops ~19% as it braces for a bumpy fourth quarter

Roku saw its user base growth rate rebound and total revenue soar well ahead of Wall Street expectations in the third quarter, but investors nevertheless are hammering the stock due to other, less auspicious trends. Shares slipped as much as 20%, falling below $45, after the company reported its third-quarter results.

Roku Shares Fall Sharply Again On Q3 Losses, Ongoing Sluggishness In Ad Revenue

Shares of Roku Inc fell more than 20% in the extended trade on Wednesday after the streaming platform forecast its current quarter player and platform revenue lower than that in the last year.

Roku falls on bleak revenue forecast

Roku Releases Third Quarter 2022 Financial Results

Roku's third-quarter 2022 performance is expected to have been aided by growth in the Roku Channel library and expansion of its presence internationally.

ROKU Gears Up to Report Q3 Earnings: Whats in the Cards?

After reports from Meta Platforms Inc. and Alphabet Inc. created further jitters about the state of digital advertising in the uncertain economic climate, it will soon be Roku Inc.'s ROKU, -1.63% turn to share how macroeconomic trends are affecting marketing spending in the connected-TV environment.

Roku earnings: What to expect

Year-to-date, Roku shares have experienced rough price action, down more than 70% and widely lagging the general market.

Roku Q3 Preview: Can Shares Find New Life?

Roku warned that this week's report will be brutal, but there are glimmers of hope at the current valuation.

Roku's Earnings Report Will Be Ugly, but It Can Also Be Beautiful

Fastly

Shopify

Growth investors are betting on good news from the Fed tomorrow.

Why Fastly, Roku, and Shopify Stocks Popped Today

Roku is all set for its Q3 earnings release on November 2. In addition, the market will be looking at management's forward guidance on its investment cadence. We discuss why ROKU re-testing its COVID lows is not necessarily a negative development. On the contrary, the move is constructive as a precondition to set up a short-covering rally.

News for Roku Stock (ROKU)