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.

Etsy

Okta

Growth stocks are down this year, but these three hold a lot of promise.

3 High-Growth Tech Stocks With More Potential Than Any Cryptocurrency

Streaming giant Roku Inc (NASDAQ:ROKU) is drawing some negative analyst attention ahead of its third-quarter earnings report, which is due out after the market closes on Wednesday, Nov. 2.

Roku Stock Draws Bear Note Before Q3 Earnings

Alphabet

Pinterest

Snap

Investors seem to forget that advertising is cyclical.

2009 Just Called. It Said Buy Digital Ad Stocks.

The Netflix chief is bullish on Connected TV.

Roku Investors Need To Hear What Reed Hastings Just Said

Datadog

Certain Wall Street analysts say these growth stocks are significantly undervalued.

2 Growth Stocks That Could Gain 125% and 164% From Their 52-Week Lows, According to Wall Street

Amazon

Trade Desk

Alphabet's warning sent a shiver through the digital advertising and adtech industries.

Why The Trade Desk, Meta Platforms, Amazon, and Other Digital Advertising Stocks Were Falling Today

Tesla

Coinbase

Block

Zoom Video

ARK Innovation ETF

Cathie Wood's ARK Invest ETFs continue to break down in 2022 after 2020's huge gains. Five ARK Invest stocks to watch include Tesla.

Ark Invest Stocks To Watch: 5 Stocks That Cathie Wood's ARK ETFs Own; Tesla Rallies

Is Roku trying to bite off more than it can chew?

2 Reasons to Be Bearish on Roku Stock

NVIDIA

Shopify

Bargain-hunting investors are filling their shopping carts with beaten-down tech stocks.

Why Nvidia, Shopify, and Roku Stocks Rallied Early Tuesday

Advanced Micro Devices

Roku and AMD have the competitive edge to deliver double- and triple-digit returns next year.

2 Growth Stocks You Can Buy Right Now for Under $100

The near term is bleak, but the long term looks rosy.

Down 84%, Is Roku a Buy?

Some Wall Street analysts think these growth stocks could soar more than 100% in the next 12 months.

2 Growth Stocks That Could Double Your Money in 2023, According to Wall Street

Investors are getting jittery about a few upcoming earnings announcements.

Why Roku Stock Was Down 4% on Monday

Snap's disappointing financial results sent a shiver through the online advertising sector.

Why Meta Platforms, Roku, and Pinterest Stocks Crashed Friday Morning

FuboTV

Netflix

All eyes should be glued to advertising now.

This Beaten-Down Stock Has a Big Problem on Its Hands. Should Investors Worry?

Investors are bargain hunting for beaten-down tech stocks.

Why Shopify, Nvidia, and Roku Stocks Rallied Early Thursday

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.

1 Growth Stock Set to Soar 1,000%, According to Cathie Wood

Cloudflare

Warren Buffett's timeless advice on investment timing is particularly relevant right now.

"Be Greedy When Others Are Fearful": 2 Growth Stocks to Buy Now in a Bear Market

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

News for Roku Stock (ROKU)