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

Earnings data Q2 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.

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ROKU stock is the main beneficiary of the streaming wars, as it is an aggregator and doesn't have to spend money on content. The post Consider Roku as Cathie Wood Buys It on the Dip appeared first on InvestorPlace.

Consider Roku as Cathie Wood Buys It on the Dip

The shares recovered some lost ground after bad news over the state of the advertising market.

Why Roku Stock Bounced Higher Today

Cathie Wood bought ROKU stock on weakness yesterday, making the name one of the largest holdings of her firm's ETFs. The post Cathie Wood Just Bought ROKU Stock on the Dip appeared first on InvestorPlace.

Cathie Wood Just Bought ROKU Stock on the Dip

Walmart

TORONTO--(BUSINESS WIRE)--Roku, Inc. and Walmart Canada today announced the launch of onn.™ • Roku TV™ models. For the first time, onn. Roku TV models will be available in Canada and sold exclusively in-store and online at Walmart starting this month. Just in time for Father's Day the onn. Roku TV models deliver a great TV experience at affordable price points to Walmart Canada customers. Customers can purchase the onn. Roku TV starting at $328. onn. Roku TV models are available in sizes rangin

Roku and Walmart Launch onn. Roku TV Models in Canada

Audience trends support investments in streaming device companies like Roku. Key platform metrics like revenues, active accounts, streaming hours, and ARPU showed continual growth in Q1 '22, despite the pandemic ending.

The Market Is Wrong About Roku

Roku Inc (NASDAQ: ROKU) shares are trading lower Tuesday after Snap Inc (NYSE: SNAP) said it expects to miss its previously-issued guidance. Snap shares plunged on the release and are dragging down several other social media and digital advertising stocks with it.

Why Roku Shares Are Falling Today

Today, investors in Roku and ROKU stock are getting hammered by a bout of tech selling following Snap's profit warning. The post Why Is Roku (ROKU) Stock Down 15% Today?

Why Is Roku (ROKU) Stock Down 15% Today?

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"Since we issued guidance on April 21, 2022, the macroeconomic environment has deteriorated further and faster than anticipated," Snap said in an SEC filing.

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The company stands out as uniquely positioned to be a winner in the streaming space.

Is Roku the Best Streaming Stock to Buy?

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The streaming device space is about to get a bit more crowded.

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Electric vehicle manufacturer Tesla (TSLA) is no longer the top holding in the ARK Innovation ETF (NYSEArca: ARKK). Per a report from Barron's, Roku (ROKU) has usurped Elon Musk's electric vehicle company as king of ARKK mountain, as the video streaming service provider now accounts for 8.4% of ARKK's holdings.

Roku Eclipses Tesla as ARKK's Top Holding

ROKU stock is now the top holding in Cathie Wood's premier Ark Innovation ETF, dethroning reigning king Tesla. The post Move Over Tesla, ROKU Stock Is the New No.

Move Over Tesla, ROKU Stock Is the New No. 1 Holding in Cathie Wood's ARK Invest

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The 55-inch TV features a IP55 rating to protect against dust, water and humidity and will cost $1300.

News for Roku Stock (ROKU)