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

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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.

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.

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UiPath

Zoom Video

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Shopify

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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

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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

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Streaming stocks have run out of gas recently, leaving investors with many compelling buying opportunities.

Down 65% Year-to-Date, Should Investors Buy the Dip on Roku?

Disney

These two companies approach the same exciting target market with very different tool kits. Both of them are on fire sale, too.

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Carvana

July CPI results are in, and the markets rallied on news that U.S. inflation is experiencing some cooling. CPI of 8.5% is good news, and the markets are responding favorably. Beware! Irrational exuberance may be prompting investors to invest in stocks that have fallen amid market volatility, negative investor sentiment, and earnings miss that are now rallying following CPI news.

Bad News Is Good, Good News Is Bad For Stocks

Roku Inc (NASDAQ: ROKU) shares are trading higher by 8.94% to $88.33 Thursday morning as streaming-related stocks gain following Walt Disney Co (NYSE: DIS) earnings.

Here's Why Roku Stock Is Popping Off Today

Average revenue per user has increased steadily since 2016 when it was first tracked -- an encouraging trend.

Down Big, Here's Why I'm Not Selling My Roku Stock

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Roku's moneymaker could soon face a big challenge.

Google Is About to Give Roku More to Worry About

The company's margins are at risk from increasing investment in content to carve out the company's proprietary channel, an analyst says.

Roku Is Downgraded Again. Its Core Business Is in an 'Even Weaker State' Than Expected.

Another analyst has turned bearish on Roku Inc.'s stock in the wake of the company's latest earnings report, cautioning that the company is in a tough predicament as it formulates its approach to content spending amid a weakening economic environment.

Roku is ‘challenged from all sides,' analyst says in downgrade

This stock has dropped by 80% in the past 12 months.

Nasdaq Bear Market: 1 Beaten-Down Growth Stock to Buy and Hold

The recent rally in Roku Inc (NASDAQ: ROKU) is not backed by “fundamentals” and, therefore, not very likely to be sustainable, says a senior Pivotal Research Group analyst.

Roku stock is a ‘fundamental short' at current valuation: Analyst

The digital media technologist has already staged a solid recovery from the earnings-based plunge, but where will it go from here?

News for Roku Stock (ROKU)