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

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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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As major holdings in her portfolios, these Cathie Wood stocks to buy on the dips are likely to significantly pop when the market recovers. The post 6 Cathie Wood Stocks to Buy on the Dip appeared first on InvestorPlace.

6 Cathie Wood Stocks to Buy on the Dip

Coinbase

Shopify

Spotify

ARK Investment Management, the firm founded by Catherine Wood (Trades, Portfolio), disclosed in a regulatory filing that its top five trades during the second quarter included boosts to its holdings in Roku Inc. ( ROKU , Financial) and Coinbase Global Inc. ( COIN , Financial) and reductions to its positions in Shopify Inc. ( SHOP , Financial), Spotify Technology SA ( SPOT , Financial) and Sea Ltd. ( SE , Financial).

Top 5 Trades of Cathie Wood's ARK Invest in 2nd Quarter

Roku gets a rather large price target from ARK Invest, but the stock hardly budges. The company continues to struggle to grow profits in this tough environment for video streaming services, but Cathie Wood sees a path to the stock reaching $605 by 2026.

Roku: New Life

Cathie Wood has made a bullish call for ROKU stock. Here's why Ark Invest thinks that the streaming company is about to boom.

Why Cathie Wood Thinks ROKU Stock Can Gain 600% by 2026

The media-streaming platform provider is reeling from inflation-based cost increases and marketwide skepticism about high-flying growth stocks.

Why Roku Stock Crashed Hard in the First Half of 2022

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The market is volatile right now, but these companies still look like long-term winners.

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Beyond Meat

DraftKings

Investors are bracing for difficult earnings from these three consumer names.

Why Roku, DraftKings, and Beyond Meat Fell Hard Today

Shares of streaming device maker Roku, Inc. (NASDAQ: ROKU) could be in for a strong upside over the next five years, according to analysts from Cathie Wood's Ark Invest. Roku's shares will climb to $605 by 2026, a compounded annual growth rate of 53%, analysts led by Nicholas Grous.

Cathie Wood's Ark Expects Roku Stock To Soar About 550% In 4 Years

Disconnecting from Roku's short-term stock price movements and focusing on its business performance will serve long-term investors well.

Is Roku Done? Think Again.

Roku Inc (NASDAQ: ROKU) shares are trading higher by 4.76% to $92.74 Thursday afternoon amid a series of analyst rating updates. Evercore ISI maintained an Outperform rating on the stock but lowered its price target from $185 to $140.

So What's Up With Roku Shares Today?

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Roku stock has been crushed this year, falling more than 60% in 2022 and 80% from its highs. But does that alone make it a buy?

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The stock market is down in 2022, dragging high-quality companies into Wall Street's bargain bin for no good reason.

Market Slump Got You Down? Buy Roku Now!

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These industry leaders are brimming with potential, and the stocks are too cheap to ignore.

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Walmart

Roku and Walmart: Is This Partnership a Big Deal?

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Bargain-hunting investors gave these consumer-facing tech stocks a boost.

Why Amazon, MercadoLibre, and Roku Stocks Moved Higher on Friday

Roku can significantly help Netflix in its next business ventures.

Are Netflix and Roku a Match Made in Heaven?

This company is in the early stages of a long-term growth story on a global scale -- and the stock is on fire sale.

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The stock is considerably off its highs, but the powerful tailwind remains at its back.

1 Bright Green Flag for Roku Stock

Roku is growing, and could be sold once CEO Anthony Wood decides it's in his best interest. The post Roku Stock Looks as If It Is Ready to Bounce and Keep Going appeared first on InvestorPlace.

Roku Stock Looks as If It Is Ready to Bounce and Keep Going

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MongoDB

The bear market is offering up unprecedented bargains that could enrich investors when the market rebounds.

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Worries about consumer spending continued with the latest inflation reading, sending these economically sensitive stocks down.

Why Pinterest, Roku, and Etsy Plunged Today

Any deal, or even serious discussions regarding a deal, would indicate serious underlying issues for both Netflix and Roku. Roku's continued expansion into content and a potential shift into smartTVs suggest competitive pressure from both streaming services and OEMs.

Roku: An Acquisition Would Be Extremely Negative

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There are plenty of great stocks to be bought on sale in this bear market.

News for Roku Stock (ROKU)