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.

A classic case of don't buy this, buy that.

Move Over, Bed Bath & Beyond: Here's a Real Growth Stock to Rally Around

The platform is well positioned to benefit from the growth of the entire industry.

Is Roku the Best Streaming Stock to Own Right Now?

Roku smart TVs became a must-have home-entertainment centerpiece in the early pandemic days, but earnings have cooled.

This Growth Stock Might Just Beat the Bears

The reaction was bad, the stock is down, but looking toward the long term, Roku still has lots of opportunity.

4 Silver Linings to Roku's Tough Quarter

ROKU announces the arrival of Roku TV in Germany, with Metz blue and TCL as the first partners to launch Roku TV models in the country. The model will be available to consumers from October this year.

ROKU Launches Roku TV in German Markets With Metz Blue and TCL

Although the near-term headwinds shouldn't be ignored, the streaming platform's outlook appears solid.

Roku Stock Could Fall Further, But You'll Regret Not Buying On the Dip

The company's fresh expansion in a key market abroad doesn't impress investors.

Why Roku Couldn't Beat the Market Today

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (Nasdaq: ROKU) announced that “Roku Recommends” returns today with a bigger, better second season with new features including celebrity guests, on location segments, and more. In weekly 15-minute episodes, “Roku Recommends” uses exclusive Roku data to help our users discover new shows and hidden gems on America's No. 1 TV streaming platform*. In 2021, the weekly series saw success as a top-10 video-on-demand** program on The Roku Channel. Emmy® Awar

Roku Debuts Second Season of Weekly Entertainment Show “Roku Recommends”

MUNICH--(BUSINESS WIRE)--Today Roku® announced the arrival of Roku TV™ in Germany, with Metz blue and TCL as the first partners to launch Roku TV models. The launch follows Roku's entry into the market last year with its streaming players and underlines Roku's commitment to the German consumer. From October, consumers will be able to purchase a Roku TV model from Metz blue or TCL, in sizes varying between 32” and 65” in HD, 4K and 4K QLED. Great TV Experience for Consumers Roku TV models offer

Roku Launches Roku TV in Germany

An analyst at D.A. Davidson reiterates his Buy rating on Roku, predicting a rise for profit margins over the long run.

Buy Roku Stock Because Profit Margins Expected to Rise, Says Analyst

Roku (ROKU) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Is Most-Watched Stock Roku, Inc. (ROKU) Worth Betting on Now?

NVIDIA

The future looks bright for these growth stocks in spite of their near-term headwinds.

2 Growth Stocks Down 51% and 86% I'd Buy Without Hesitation

AMC Entertainment

Bed Bath & Beyond

Rocket Companies, Inc.

Snap

The first half of this year didn't see much hype around meme stocks but last month saw a resurgence. Keep an eye on RKT, BBBY, SNAP and ROKU.

Meme Stocks Luring Again: Don't Make Hasty Decisions

Our theme of Ad Tech Stocks - which includes Internet platforms and ad technology players - has had a tough year declining by around 40% year-to-date, compared to the Nasdaq-100, which remains down by roughly 22% over the same period. While tech stocks, in general, have seen a sell-off.

Digital Ad Stocks Continue To Underperform. Time To Buy?

UiPath

Zoom Video

One of the most prominent growth investors of our time is Cathie Wood. Founder of the ARK Invest group of exchange-traded funds (ETFs), Wood has targeted high-growth companies tilted toward innovation as her focus.

3 Cathie Wood Stocks to Buy for Huge Growth Potential

Shopify

Twilio

It's been a rough year for growth stocks, and thus a rough year for Cathie Wood. In fact, it's been longer than that, as her flagship fund, the ARK Innovation ETF (NYSEARCA: ARKK ), topped out in February 2021.

3 Cathie Wood Stocks That Could Double by 2025

Think twice before you buy a tech stock just because it's trading far below where it was last year.

Why Most Growth Stocks Shouldn't Trade at the Premiums They Were

Roku's growth continued to slow in Q2'22. Long-term streaming trends are favorable to Roku, and the advertiser pullback is likely only temporary.

Roku: The Valuation Is Just Silly

ROKU expands in Mexico with the launch of new Roku TV brands like Aiwa, Daewoo, and Sansui.

ROKU Expands Footprint in Mexico With New Roku TV Brands

HubSpot

Wealthy investors were scooping up shares of these growth stocks in the second quarter.

2 Growth Stocks Down 57% and 84% That Big Money Managers Are Buying

Roku could thrive even as Netflix and Disney battle it out for subscribers.

Think Disney Stock Is Hot? Here's 1 Streaming Stock I Think Is Even Better

MEXICO CITY--(BUSINESS WIRE)--Roku, Inc. (NASDAQ: ROKU), the #1 TV streaming platform in Mexico by hours streamed (Hypothesis Group, Oct 2021), announces today the arrival of new Roku TV brands in Mexico: Aiwa, Daewoo, and Sansui. This builds on the Roku TV offering currently available in the country, adding more options for consumers looking for the perfect Roku TV for their family, lifestyle, and home. Aiwa, noted for having state-of-the-art entertainment products, arrives in Mexico this year

Roku Introduces Three New Roku TV Partners in Mexico: Aiwa, Daewoo, and Sansui

A pair of analysts downgraded the streaming video pioneer last week. They're changing the channel, but there's still something good to watch on this TV.

Buying Roku Now Could Be a Genius Move

Apple

Netflix

These three pandemic powerhouses all saw share prices skyrocket by 10x or more in the past decade, though two have since come back down to Earth.

3 Stocks That Turned $10,000 Into $100,000 (or More)

Activision Blizzard

Alibaba

Chipotle

Chevron

Robinhood

Twitter

Nothing drives interest the way speculative stocks seem to. Buy the rumor and sell the news.

News for Roku Stock (ROKU)