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.

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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.

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Roku Inc. (NASDAQ:ROKU) is up 7.16% this week after Thursday's earnings release. The company's Q1 earnings fell to a $0.19 loss, at par with analyst projections.

Should you buy Roku as earnings meet expectations and shares rise?

Some analysts see good things ahead for the streaming provider and operating system, despite a net loss in the last quarter.

Roku Stock Inched Higher Because Earnings Expectations Were Low

Roku's (ROKU) first-quarter 2022 results benefit from increased user engagement and growth in platform monetization.

ROKU's Q1 Earnings Miss Estimates, Revenues Increase Y/Y

Roku (ROKU) stock is in the news today with investors wondering if the company's shares are worth buying after its earnings report. The post Is ROKU Stock a Buy After Earnings?

Is ROKU Stock a Buy After Earnings? 4 Analysts Weigh In on Roku.

Roku's first quarter of 2022 shows signs of slowdown, particular with a slowing of total net revenue and subscriber growth, which was below what analysts estimated. There was a significant decrease in streaming unit player sales as well due to numerous challenges.

Roku experiences slow growth with only 1.1 million accounts added in first quarter

Roku Inc (NASDAQ: ROKU) shares are trading higher by 4.50% at $95.75 after the company reported better-than-expected first-quarter sales results. Roku reported an EPS loss of 19 cents, which missed the analyst consensus estimate of a loss of 18 cents.

Why Roku Shares Are Rising

Roku once again showed why it's the No. 1 TV operating system.

Is Roku Stock a Buy After Q1 Earnings?

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A tumultuous economic environment isn't slowing down the streaming-TV specialist.

2 Amazing Numbers From Roku's Earnings Report

Roku, Inc. (NASDAQ:ROKU ) Q1 2022 Earnings Conference Call April 28, 2022 5:00 PM ET Company Participants Conrad Grodd - VP, IR Anthony Wood - CEO Steven Louden - CFO Scott Rosenberg - SVP, General Manager of Platform Business Conference Call Participants Shyam Patil - SIG Victoria James - D.A. Davidson Barton Crockett - Rosenblatt Securities Shweta Khajuria - Evercore ISI Ralph Schackart - William Blair Steven Cahall - Wells Fargo Vasily Karasyov - Cannonball Research Operator Ladies and gentlemen, thank you for standing by.

Roku, Inc. (ROKU) CEO Anthony Wood on Q1 2022 Results - Earnings Call Transcript

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Roku Inc (NASDAQ: ROKU) reported first-quarter FY22 revenue growth of 28% year-over-year to $733.7 million, beating the consensus of $718.31 million. Platform revenue increased 39% Y/Y to $647 million.

Roku Shares Gain After Q1 Revenue Beat, 1.1M incremental Active Accounts

Roku Inc. is holding its own in user numbers — and its stock is getting a pop.

Earnings Results: Roku's stock pops 7% in ‘relief rally' on rise in usage

Roku reported a 28% year-over-year upswing in revenue to $734 million, ahead of Wall Street forecasts, but narrowly missed analysts' target for the bottom line. Losses per share reached 19 cents on a diluted basis, compared with profit of 54 cents a year ago. Wall Street had expected a penny less at 18 cents. Battered...

Roku Posts Mixed Q1 Financials And Modest Sequential Gain To 61.3M Active Accounts

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (Nasdaq: ROKU) today released first quarter 2022 results. Visit the Roku investor relations website to view the first quarter 2022 letter to shareholders. The company will host a webcast of its conference call to discuss the results today at 2:00 p.m. Pacific Time. Participants may access the live webcast in listen-only mode on the Roku investor relations website or directly from this link: https://go.roku.com/earnings. An archived webcast of the co

Roku Releases First Quarter 2022 Financial Results

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The company is hurting from rising losses in the player segment as it absorbs higher costs.

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