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

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Purchase/sale of investments

Purchase/sale of business

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Cash from financing

Change in stock

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Cash from other sources

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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.

Trade Desk

The result of this duel could surprise you.

Is The Trade Desk or Roku the Better Ad-Tech Buy?

It appears the death of streaming video has been very much exaggerated.

Why Roku Stock Popped Then Dropped on Wednesday

Roku to Announce Third Quarter 2022 Financial Results on November 2, 2022

Roku just launched wireless smart cameras to complement and tie into TV set-top boxes and internet connected devices. There are myriad ways to increase revenue on Roku's gateway devices through home-button ads, minor tolls charged to content providers, and possibly annual subscription plans for upgraded features.

The Sleeping Giant In Streaming: Turning Roku Into A Huge 2023 Winner

Roku should warrant some excitement from investors.

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The media-streaming tech developer took a price cut while sales soared. So what's going on here?

Why Roku Stock Is Down 85% This Year

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Despite a terrible economy, this dominant streaming platform continues building toward its long-term goals.

2 Great Reasons to Take Another Look at Roku

Roku is getting into the smart home business, but at what risk?

Roku-Wyze Partnership: What Investors Need to Know

ROKU launches The Roku Channel internationally for the first time in Mexico

ROKU Expands The Roku Channel Internationally, Grows Library

Roku is likely to report Q3 2022 results in the coming weeks reporting on another quarter that is likely to see weakness in the company's hardware business.

How Will A Tough Ad Market Impact Roku's Q3 Numbers?

The economic news overshadowed positive news around Roku's global expansion.

Why Roku Stock Was Falling Earlier This Morning

MEXICO CITY--(BUSINESS WIRE)--Today, Roku® (NASDAQ: ROKU), the #1 TV streaming platform in the United States, Canada, and Mexico by hours streamed1, announced the arrival of The Roku Channel in Mexico.

Roku Introduces The Roku Channel in Mexico

This factor could boost revenue and profits for the streaming content enabler.

1 Green Flag for Roku Stock in 2022

Recently Roku raised some industry eyebrows when it hired industry veteran Charlie Collier as its new head of media – a move that did not go unnoticed. Collier's seen success at AMC and FOX (among other places) and his signing sends a signal that Roku may finally be ready to take that next step in its evolution.

Roku's Latest Move Only Raises More Questions About Company's Future

New Roku products helped reverse investors' pessimism.

Why Roku Stock Was Volatile Today

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Roku's newest venture goes beyond your TV screen: The hardware company just announced Roku Smart Home, a new lineup of devices including security cameras, video doorbells, smart lights, and voice-enabled smart plugs. The company also launched a Roku Smart Home mobile app and a security camera subscription service.

Roku dives into smart home market with security cameras, video doorbells, smart lights, and more

Walmart

SAN JOSE, Calif. & BENTONVILLE, Ark.--(BUSINESS WIRE)--Today, Roku, Inc. (NASDAQ: ROKU) and Walmart (NYSE: WMT) announced the launch of Roku's new suite of smart home products, including security cameras, video doorbells, lighting, plugs, and more. This expansion of Roku's product line provides a broad offering of simple and affordable smart home devices, available exclusively in nearly 3,500 Walmart stores beginning October 17.

Roku to Launch New Smart Home Products at Walmart

Roku is the leading TV streaming platform in the United States. Shares of this former high-flier are down more than 80% over the past year, and almost 90% down from their all-time highs.

Roku: Q3 Earnings Are Make Or Break For The Investment Thesis

Investors are about to learn more about the streaming video industry's status headed into 2023.

Why Roku Stock Was Down on Monday

Roku's outlook spooked investors as growth is expected to slow down dramatically. The latest quarter's results were quite strong though, highlighted by 26% platform revenue growth.

Roku: Down 89%, Net Cash Makes Up 26% Of Market Cap

Dutch Bros

Etsy

The September jobs data remained robust, stoking fears of future interest rate hikes.

News for Roku Stock (ROKU)