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 Q4 2021

Earnings data Q1 2022

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Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 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

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.

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?

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

This Roku News Is Not Getting the Attention It Deserves

Paycom Software

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Amazon

Comcast

Disney

Netflix

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.

Cathie Wood Is Buying Roku Stock; Maybe You Should, Too

Trade Desk

Both of these companies benefit alongside the growth of the streaming advertising industry.

Netflix Is Getting Into Advertising. Here Are 2 Other Stocks That Will Benefit

Consumer demand for free content drives growth for this pure-play streaming company.

3 Things You Should Know About The Roku Channel

FuboTV

Shares of major streaming services have on Wednesday traded lower amid negative sentiment in the sector following Netflix's massive shortfall on subscriber projections for Q1 2022. The sell-off has seeped across other streaming services stocks, while the Nasdaq Composite has shed Tuesday's gains and is down 1.1%.

Roku, Disney and Fubotv slide after Netflix stock's Q1 subscriber shortfall

Roku (ROKU) announces the launch of Clean Room to help advertisers protect consumer data.

ROKU Launches Clean Room, Boosts Data Privacy For Consumers

Wall Street bets that investors will hate Roku as much as they hate Netflix right now.

Why Roku Stock Fell After Netflix's Earnings Report

Paramount Global

AT&T

Among the streaming stocks falling this morning in sympathy with Netflix's Q1 results are Disney, Roku and Paramount. The post Streaming Stocks Alert: Why Are NFLX, DIS, PARA, WBD, ROKU Stocks Down Today?

Streaming Stocks Alert: Why Are NFLX, DIS, PARA, WBD, ROKU Stocks Down Today?

Investors dumped shares of Disney, which runs the Disney+ service that includes Hulu and ESPN+. Roku, Warner Bros. Discovery, and FuboTV also fell.

Disney and Roku drop as Netflix's dismal earnings report drags rival streaming services

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (NASDAQ: ROKU) today announced the greenlight of an all-new Roku Original series, “Honest Renovations,” hosted by Jessica Alba, Actress and Founder of The Honest Company, and Lizzy Mathis, Founder & Editor of The Cool Mom Co. Alba and Mathis will also serve as executive producers for the series. “Honest Renovations” will feature eight, one-hour episodes and kick off production later in 2022. The series is produced by High Noon Entertainment ("Fi

Jessica Alba and Lizzy Mathis Set to Co-Host and Executive Produce Roku Original “Honest Renovations” for The Roku Channel

Several notable names in the streaming and entertainment sector, including Roku Inc (NASDAQ: ROKU), are trading lower in sympathy with Netflix Inc (NASDAQ: NFLX) after the company reported first-quarter earnings results. Netflix reported quarterly earnings of $3.53 per share which.

Why Roku Shares Are Moving Following Netflix's Earnings Report

Cricut

Diversey Holdings Ltd

Green Dot

Wayfair

Market volatility exposes stocks that are performing poorly, and we want to share five stocks which we believe will continue their downward trend on the basis of poor fundamentals. Equities generally perform poorly in rising rate environments, and as recession fears prompt investors to exit equities, U.S. markets are experiencing the biggest weekly outflows of 2022.

5 Stocks To Avoid Right Now

Netflix Inc. shares NFLX, +3.18% slumped 27% in premarket trade Wednesday after its first-quarter earnings showed the streaming giant losing customers for the first time since it was in its infancy, pulling rival streamers lower with it. Walt Disney Co. DIS, +3.23% slid 5.1%, while Roku Inc. ROKU, +8.22% was down 6.8%.

News for Roku Stock (ROKU)