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 Q4 2022

Earnings data Q1 2023

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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.

Pessimism faded as investors focused more on Roku's growth potential.

Why Roku Stock Jumped 17% This Week

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Streaming viewership broke a record in May, and both of these businesses should benefit.

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Roku is the leading TV streaming platform in the United States. It announced an innovative new advertising partnership with Walmart last week.

Everybody's Talking About Roku

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (NASDAQ: ROKU) today announced that the second season of “Chrissy's Court,” starring Chrissy Teigen and Pepper Thai, smashed U.S. viewership records for unscripted Roku Originals programming during its opening weekend on The Roku Channel. Season 2 of “Chrissy's Court” drew more unique views* during its opening weekend than any prior unscripted Roku Originals series launch, making the series the #1 unscripted Roku Original premiere of all time. The s

“Chrissy's Court” Season 2 Reigns Supreme as the Most Watched Unscripted Roku Original Premiere of All Time; Series Will Be Back in Session for Season 3 on October 21

Riding a huge secular trend and trading at a cheaper valuation are ingredients for solid returns.

If You Own This Stock, It's Time to Buy More

The U.S. economy is at the brink of a recession, which tends to be a major headwind for ad-spend. Still, Roku Inc (NASDAQ: ROKU) CEO says the long-term outlook on advertising remains strong as ever.

Roku CEO: ‘our ad business has been growing like gangbusters'

ROKU stock metrics are too good to deserve the punishment it took this year. This too shall pass, so investors should get on board.

Get Ready for Roku Stock Ahead of the Herd

Down 75% over the last 12 months, investors shouldn't overlook this rare buying opportunity.

3 Reasons Roku Stock May Be a Buy

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Roku stock is trading at levels not seen since April 2019. Whether Netflix is the buyer or not, Roku's ultimate value is much more than $75.

Roku Stock: ARK Invest Says Say ‘No' If Netflix Is Interested

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A blockbuster partnership with a retail titan has investors excited.

Why Roku Stock Jumped Today

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Shares of The Trade Desk and Roku have been trading in lockstep since the broader tech selloff in November 2021. Both companies share similar industry tailwinds, but have meaningfully different fundamentals.

Buy Trade Desk, Sell Roku: A Pair-Trade Idea

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There's potentially a more valuable part of the streaming-TV revolution.

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Walmart

Roku (ROKU) announces a partnership with retail giant Walmart to innovate shopping experience by making TV streaming the next e-commerce destination.

ROKU Inks Deal With Walmart, Fuses E-commerce With TV Ads

Roku and Walmart announced a new partnership that aims to crack the code on making purchases via TV streaming and shopping with remotes. On Thursday, the two companies introduce their plan to allow viewers to purchase items with their remotes while streaming on Roku devices.

Roku and Walmart partner up to bring shoppable ads to streaming

Roku was a pandemic winner, but reality is starting to settle in. Roku's business model has many positives, but some recent strategic decisions have cast doubt over its growth prospects.

The Market May Not Be Wrong About Roku

Roku has reached a partnership deal with Walmart and, in the wake of the agreement, a Truist analyst is upbeat on ROKU stock. The post ROKU Stock Gains on New Walmart Deal appeared first on InvestorPlace.

ROKU Stock Gains on New Walmart Deal

Recent challenges plaguing the business will continue for the foreseeable future.

Roku's Facing an Uphill Battle -- Here's Why

Roku is increasing its advertisement solutions.

Should Amazon Take Notes on Roku's and Walmart's Partnership?

Roku Inc   (NASDAQ:ROKU) is back in the spotlight, roughly one week after the equity was buzzing on a potential acquisition  by Netflix (NFLX).

Roku Stock Pops on New Partnership with Walmart

Shares of Roku Inc. ROKU, -5.33% are up more than 4% in premarket trading Friday after the streaming-media company announced a shopping-related partnership with Walmart Inc. WMT, +1.04% . The two companies said late Thursday that they are working "to make TV streaming the next e-commerce shopping destination" and have inked a partnership that will make Walmart "the exclusive retailer" allowing streaming viewers to purchase products fulfilled by the company and directly on Roku's platform.

News for Roku Stock (ROKU)