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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Earnings data Q1 2022

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Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

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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.

The long-term tailwinds are still healthy for this leading streaming platform.

Roku's Stock Crash: Should You Buy Now?

BofA Securities analyst Ruplu Bhattacharya cut his rating for Roku to Underperform from Buy, slashing his price target to $55 from $125.

Cathie Wood's Ark Bought More Roku Stock. This Analyst Sees 24% Downside.

This gain might not mean it's a buying opportunity.

Why Roku Stock Just Popped

Roku will generate revenue from advertising, but little profit. It has potential as a TVOD video rental store, but hasn't yet exploited it.

Can Roku Stock Recover To $100? Yes, I've Found My Next Investment

Roku Inc. shares plunged a record 23.1% in Friday's session following a downbeat earnings report, but were looking to take back at some of those losses Monday with a double-digit gain.

Roku stock bounces sharply in wake of record decline

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A lot of things went wrong for Roku this week. I'm still bullish.

I'm Still Not Giving Up on Roku

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Roku's (ROKU) second-quarter 2022 results benefit from increased user engagement and growth in platform monetization despite a decline in advertising revenues.

ROKU's Q2 Earnings Miss Estimates, Revenues Increase Y/Y

This streaming pioneer could see its share price soar in the next few years.

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Despite Ark Invest's continuation of poor performance this year, investors have poured nearly $2 billion into the speculative tech ETF.

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Roku stock crashed Friday after the streaming video platform missed its second-quarter targets and offered weak guidance. The post Roku Stock Plunges On Big Loss, Sales Miss, Weak Outlook appeared first on Investor's Business Daily.

Roku Stock Plunges On Big Loss, Sales Miss, Weak Outlook

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Source: rhendrikdwenz via Shutterstock [Editor's note: “5 Reasons ‘Cathie Wood Stocks' Could Double Over the Next 12 Months ” was previously published in January 2022 . It has since been updated to include the most relevant information available.

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Macroeconomic headwinds took a toll on the streaming video company in the second quarter.

Why Roku Stock Crashed and Burned on Friday

Roku Inc (NASDAQ:ROKU) is plummeting today, down 24.8% at $64.11, amid a flood of post-earnings bear notes.

Roku Stock Sinks on Dismal Results, Withdrawn Forecast

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Roku (NASDAQ: ROKU ) stock is tumbling over 20% in early trading after the company reported weaker-than-expected second-quarter results. Further, Roku warned that advertisers had meaningfully reduced their spending on TV ads in Q2, adding that it expects the downturn “to continue in the near term.

ROKU Stock Alert: Roku Plunges 20% After Dire Warning

The streaming service said consumers are moderating purchases on discretionary items and advertisers have 'significantly curtailed' their spending.

Roku plunges 27% as the streaming service flags 'recessionary fears' alongside shortfall in quarterly results and weak outlook

Shares of Roku sank more than 23% in premarket trading on Friday.

Roku plunges 24% after missing earnings

Shares of Roku Inc. were tumbling in premarket trading Friday after the streaming company acknowledged a “significant slowdown” in advertising spending that helped propel it to weaker-than-expected results and could persist beyond the latest quarter.

Roku stock plummets as earnings are widely panned: ‘The sum of all of our worries'

Investors have turned the channel on the streaming pioneer, but that could be a mistake.

Is Roku Stock a Buy After Its Spectacular Fall From Grace?

The streaming-TV platform company's second-quarter update is a reminder of how finicky digital advertising can be.

What Investors Should Know About Roku's Dismal Guidance

Roku (NASDAQ: ROKU) sunk by 25% in after-hours trading on July 28, following a miss on their Q2 earnings report

Roku drops by 25% in after-hours trading due to Q2 earnings miss

Comcast

It appears that Netflix is not the only streaming service in a spot of bother right now, as NBCUniversal's streaming service Peacock failed to add any paid subscribers in the last quarter, according to parent company Comcast (NASDAQ:CMCSA)'s latest trading statement. It's a particularly poor result for a streaming service only two years old, with Comcast chief executive officer Brian Robert blaming a return to pre-pandemic consumer behaviour trends.

News for Roku Stock (ROKU)