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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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.

ARK Innovation ETF

ARK Web x.0 ETF

Speculation broke last Wednesday that Roku (ROKU) could be acquired by Netflix. Much of the speculation ramped up in recent weeks among Roku employees after the company abruptly closed its trading window, according to Markets Insider, which is a period in which employees can sell their vested Roku stock.

ARK Invest Says Roku Better Off Declining Acquisition Offer From Netflix

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The ARK Innovation ETF has fallen about 65% in the past year as investors fled from growth stocks.

Roku, Tesla, and Other Cathie Wood Favorites Are Falling

This streaming company has big plans for its smart TV platform.

1 Big Reason Why Roku Wants You to Buy a Roku TV

The company's two main revenue streams are flourishing.

No Matter Who Wins Streaming, This Stock Is Poised to Climb

A dramatic stock price crash like the one Roku is experiencing doesn't necessarily make it cheap.

This Cathie Wood Stock Is Down 59% in 2022. Should You Buy the Dip?

Roku Inc (NASDAQ: ROKU) shares are trading lower by 9.66% to $83.45 as shares of several companies in the broader communications, media and entertainment industry fall amid overall market weakness. A rise in US inflation and economic concerns have pressured discretionary names.

What's Going On With Roku Shares Diving Today?

Netflix

A deal between the Netflix and Roku makes little sense. But nonetheless, Roku stock popped big on the news.

Could Netflix Actually Buy Roku?

Investors are realizing a purchase by Netflix is unlikely.

Why Roku Stock Fell This Week Following Buyout Rumors

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We're at that buying when others are fearful stage, but prepare more smartly with three undervalued stocks offering big-time sales growth. The post 3 Undervalued Stocks to Buy That Are Preparing to Rocket in 2022 appeared first on InvestorPlace.

3 Undervalued Stocks to Buy That Are Preparing to Rocket in 2022

While there's a lot to like, there's enough stopping it from working out.

3 Reasons Netflix Shouldn't Buy Roku

ROKU stock was recently favored by Cathie Wood, but her enthusiasm can't trump current macroenvironmental woes. The post Roku Stock Shouldn't Entice Despite Its Current Price appeared first on InvestorPlace.

Roku Stock Shouldn't Entice Despite Its Current Price

Zscaler

Though they have struggled over the last few months, these companies could surge once the negative sentiment abates.

2 Hot Stocks to Buy Right Now

Roku's sell-off seems more technical in nature and doesn't mirror the company's performance. If the company executes, it could be worth north of $100 billion.

Roku: Binary Outcomes Including Being A $100 Billion Company, A Netflix Merger Doesn't Help

Some articles have appeared in the media regarding a possible takeover of Roku by Netflix. There are pros and cons for each company in the deal.

Netflix And Roku: For And Against The Deal

A Netflix-Roku Deal Isn't Going to Happen

The switch from cable to streaming is still in the early stages.

This 1 Statistic Reveals Roku's Massive Growth Potential

Netflix (NASDAQ: NFLX) has been in the news lately along with Roku (NASDAQ: ROKU), with rumors of Netflix acquiring Roku.

Would Netflix acquiring Roku be a positive for the stock?

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Disney

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Finding bargain stocks now is getting easier from a fundamental perspectives in spite of the threats from extrinsic factors still looming. The post 7 Stocks That Look Like Big Bargains Right Now appeared first on InvestorPlace.

7 Stocks That Look Like Big Bargains Right Now

Shares of Roku (NASDAQ: ROKU) jumped roughly 10% on Wednesday, June 8, after rumors of a possible acquisition came to.

Roku employees fuel rumor of a possible acquisition by Netflix

Investors are excited about the possibility of a merger with a streaming titan.

Here's Why Roku Stock Popped Today

Could Netflix buy Roku? Possibly. However, these two analysts seem to suggest such a deal is unlikely and that this chatter is merely rumors.

Will Netflix Buy Roku? What 2 Pros Say.

Alphabet

YouTube TV is expanding the availability of 5.1 surround sound across Google TV, Android TV and Roku devices this week. Prior to the expansion, 5.1 surround sound was only available across Samsung, LG and Vizio devices running Cobalt version 20 or higher.

YouTube TV begins rolling out 5.1 surround sound across Google TV, Android TV and Roku devices

AMC Entertainment

Live Nation

Dave & Buster's

Take-Two Interactive Software

Could entertainment stocks be poised for growth this summer?

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Markets were mixed today, but investors were pleased to see the Nasdaq take leadership.

Why Tesla and Roku Are Sending the Nasdaq Skyward

The streaming pioneers may be considering joining forces, thereby creating an industry powerhouse.

News for Roku Stock (ROKU)