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 Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q1 2024

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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

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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.

The connected TV platform may have been unnecessarily whacked along with Netflix.

Should You Buy Roku on the Netflix Earnings Dip?

The streaming platform still has a large addressable market to capture.

Roku Stock Down Big Today: Is It Time to Buy?

Shares of several gaming, streaming and social media companies, including Roku Inc (NASDAQ: ROKU), are trading lower amid overall market weakness as stocks continue to fall amid concerns over the potential economic impacts of Fed rate hikes and the Russia-Ukraine conflict. Traders also weigh recent.

Why Roku Shares Are Falling

A new content deal was overshadowed by a down day for the markets.

Why Roku Stock Is Dropping Today

Roku reported strong Q1 results, and ROKU stock looks well-positioned to attract investors looking to play the streaming revolution. The post Growth Investors Should Buy Roku Stock on Weakness appeared first on InvestorPlace.

Growth Investors Should Buy Roku Stock on Weakness

Lionsgate and Roku have struck a deal giving the studio's feature films an exclusive streaming run on the free, ad-supported Roku Channel after they play on Starz. The multi-year output arrangement covers theatrical releases starting this year. Under the deal, the Roku Channel will have two windows for the Lionsgate titles — the first of...

Lionsgate Films To Stream Exclusively On Roku Channel After Starz Window

Agreement Includes John Wick: Chapter Four, Expendables 4,  Borderlands, White Bird and Others SANTA MONICA, Calif. and SAN JOSE, Calif.

Lionsgate and The Roku Channel Close Multiyear Output Agreement for Lionsgate Theatrical Films

Celsius Holdings

FuboTV

Starting lines matter, and these three growing companies just happen to have stocks that are 52% to 93% off their all-time highs.

3 Growth Stocks That Could Triple in 2022

Roku isn't Netflix, but other threats off and on ROKU stock's price chart may cause a bearish sequel in shares following earnings. The post Why Roku Stock Bulls Should Be Worried appeared first on InvestorPlace.

Why Roku Stock Bulls Should Be Worried

Netflix

After reporting its Q1 earnings on 19th April 2022, Netflix's stock plunged by ~36% in a single trading session. Netflix is considered a bellwether for the streaming industry, and so, the sharp sell-off in Netflix's stock is causing a sell-off in other streaming-related stocks like Roku, Paramount, Disney, etc.

Netflix Is Dragging Roku Down, But Its Issues Are Idiosyncratic

This beaten-down growth stock has explosive rebound potential.

1 Monster Growth Stock Down 80% to Buy Now

Chegg

For those who buy shares of these stocks today, their patience will be rewarded.

2 Growth Stocks to Buy Now and Hold Through the Next Decade

We expect revenue to grow by about 27% year-over-year to around $730 million in Q1, slightly ahead of consensus estimates, although this would mark a considerable slowdown from growth rates of close to 79% in Q1 2021.

Roku Stock Has Taken A Beating. Will Q1 Earnings Change Things?

Matterport

These stocks have been beaten down but could end up being big long-term winners.

Cathie Wood Is Buying These Top Growth Stocks – And Both Could Make You Rich Over Time

DigitalOcean Holdings

MercadoLibre

Many tech stocks are selling off their highs by 20% or more. Smart investors are looking to buy quality companies at discounted prices.

Technology Bear Market: 3 Beaten-Down Growth Stocks You'll Regret Not Buying on the Dip

The business fundamentals and future prospects of this battered stock look promising.

This Roku News Is Not Getting the Attention It Deserves

Paycom Software

Warren Buffett once advised investors to be greedy when others are fearful.

2 Top Growth Stocks to Buy and Hold Through Any Recession

Amazon

Comcast

Disney

Warner Bros Discovery Inc

People aren't as concerned about pricing. It's all about great content.

The Biggest Reason People Cut the Cord Is Changing

The market's misunderstanding of Roku presents an opportunity.

3 Things About Roku That Smart Investors Know

Tesla

After skyrocketing nearly 150% in 2020, Ark's flagship fund has tumbled 66% from an all-time high in February 2021.

Cathie Wood's Ark Invest Sold $160 Million In Tesla Stock But Splurged On Streaming Giant Roku Amid Netflix Crash

Wedbush reiterates an Outperform rating on the stock, saying it is still a good long-term bet on streaming.

Roku Has Its Headwinds but There Are Still 'Bright Spots Overlooked'

Roblox

Zoom Video

Star stock-picker Cathie Wood's Ark Invest this week snapped up shares of pandemic darlings including Roblox Corp, Roku Inc and Zoom Video Communications that have fallen out of favor this year.

Cathie Wood buys the dip on pandemic darlings Roku, Zoom, Roblox

Roku Inc. (NASDAQ:ROKU) will announce Q1 earnings on April 28. The announcement comes a week after Netflix (NASDAQ:NFLX) shocked Wall Street with a 200,000 dip in subscriber count.

Will Roku suffer the same fate as Netflix after announcing results?

Roku stock is down another 5% today, continuing a slide that began when Netflix reported its first drop in total subscribers in a decade. The post Netflix Debacle Takes Another Victim in Roku Stock appeared first on InvestorPlace.

Netflix Debacle Takes Another Victim in Roku Stock

The streaming-video pioneer tumbles after a weak financial update by Netflix. It doesn't add up.

News for Roku Stock (ROKU)