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.

Trade Desk

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

Netflix

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

Here's What It Really Means If Netflix Tries to Buy Roku

Twilio

Unity Software

Shorter-term market declines have not deterred Wood from adding shares.

Cathie Wood Goes Bargain Shopping: 3 Growth Stocks She Just Bought

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.

Roku stock pops after company partners with Walmart on shoppable ads

Airbnb

Shopify

Tesla

The STAR stocks could deliver market-crushing returns in the coming decades.

Looking for the Next FAANG Stocks? 4 Growth Stocks to Buy Now and Hold Forever

Viewers will be able to purchase items with their remote while streaming television programs.

Roku Stock Jumps on Walmart TV Streaming and Shopping Partnership

Walmart will partner with Roku to combine TV streaming and eCommerce, letting streamers buy Walmart products from streaming platform Roku, a press release said. The partnership will combine product discovery with a “seamless” checkout experience.

Walmart, Roku Team to Make TV Streaming an eCommerce Platform

Roku Inc (NASDAQ: ROKU) shares are trading higher in Thursday's after-hours session after the company announced a partnership with Walmart Inc (NYSE: WMT). Roku and Walmart announced a first-of-its-kind partnership to make TV streaming the next e-commerce shopping destination.

Why Is Walmart Pushing Roku Stock Higher After Hours?

BENTONVILLE, Ark. & SAN JOSE, Calif.--(BUSINESS WIRE)--Walmart (NYSE: WMT) and Roku, Inc. (Nasdaq: ROKU) announced today a first-of-its-kind partnership to make TV streaming the next e-commerce shopping destination. Walmart will be the exclusive retailer to enable streamers to purchase featured products fulfilled by Walmart directly on Roku, America's #1 TV streaming platform*. This unique partnership evolves shopping beyond the QR code and will change the way customers interact and shop TV and

Walmart and Roku Debut First-of-its-Kind Partnership to Bring Commerce to TV Ads

DoorDash

Pinterest

Roblox

Verizon

Check these communication stocks out for your watchlist.

Cheap Stocks To Buy Now? 5 Communication Stocks To Watch

Netflix could propose marriage, but Roku should stay single.

3 Reasons Roku Shouldn't Sell Itself to Netflix

NVIDIA

UiPath

Zoom Video

Ark Invest holds these growth stocks in its actively-managed ETFs. These Cathie Wood stocks are now available at dirt cheap prices.

7 Growth Stocks That Cathie Wood Is Bullish on Right Now

InvestorPlace's Luke Lango thinks it makes no sense for Netflix (NFLX) to buy Roku (ROKU). You might want to speculate on ROKU stock anyway.

Why Netflix Buying Roku Makes Sense

It should really stop setting up meetings with Comcast, too.

Netflix Is Talking to Roku for All the Wrong Reasons

Disney

Match Group

These four stocks offer a rare combination of sub-$100 prices, market leadership, and the potential of long-term success.

4 No-Brainer Stocks to Buy Right Now for Less Than $100

Both of these companies could have important news.

2 Potentially Explosive Stocks to Buy in June

As the markets continue to burn, Ark Invest's lead stock picker is charging into the inferno to scoop up more shares of these underappreciated gems.

Cathie Wood Goes Shopping: 3 Beaten-Down Growth Stocks She Just Bought

Genius Brands

The market hit new lows today on fears over the economy.

News for Roku Stock (ROKU)