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 Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

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Earnings data Q3 2024

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.

Roku Inc (NASDAQ: ROKU) shareholders are not a happy lot, with the stock down roughly 45% year-to-date. But an Evercore ISI analyst says the future still looks bright for the California-based company.

This Evercore ISI analyst has not lost all hope in Roku Inc

It's absolutely critical for shareholders to understand the downside risk for their investments.

The Biggest Long-Term Bear Case for Roku Stock

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SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (NASDAQ: ROKU) today announced a series order for a new scripted comedy series “SLIP.” The seven-episode series is created and written by Zoe Lister-Jones, who also stars and directs every episode. The series will begin production in April 2022 in Toronto. It will be available on The Roku Channel in the U.S. and Canada. “SLIP” tells the story of Mae Cannon (Lister-Jones), a 30-something that finds herself restless inside a marriage that totally work

The Roku Channel Orders “SLIP,” a New Scripted Comedy Created, Directed and Starring Zoe Lister-Jones

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The streaming specialist got some love from Wall Street.

Why Roku Stock Pushed Higher on Tuesday

Roku is seen as a poor stock-of-choice from a quant perspective, but unquantifiable factors, such as Roku's superiority in market presence make it a strong investment.

Roku Is Winning The Smart TV Game

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (NASDAQ: ROKU) today announced that Roku® OS 11 will start rolling out to Roku devices in the coming weeks. Roku OS 11 brings personalization to the forefront of the user's streaming experience with the launch of Roku Photo Streams, the easiest way to enjoy and share favorite photos. Additionally, with Roku OS 11, users will experience expanded content discovery menu options, auto speech clarity, new sound modes, a super-charged mobile app and much

Roku OS 11 Enhances User Personalization Through the Launch of Roku Photo Streams, Content Discovery Options and Audio Settings

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Roku stock has had a rough couple of months, declining by 50% year-to-date and by over 75% from its all-time highs. There were multiple factors driving the sell-off.

Why We Cut Our Price Estimate For Roku, But Still Remain Bullish On The Stock

In the latest trading session, Roku (ROKU) closed at $101.83, marking a +1.13% move from the previous day.

Roku (ROKU) Gains But Lags Market: What You Should Know

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It's a potential sign for similar developments to happen in the streaming space.

Disney's Latest Move Proves Roku's Competitive Strength

General market uncertainty, combined with slowing revenue growth, has punished shares.

Down 50% in 2022, Should You Buy This Top Streaming Stock Right Now?

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Shares of several companies in the streaming, gaming, social media sector, including Snap Inc (NYSE: SNAP), Meta Platforms Inc (NASDAQ: FB), Roblox Corp (NYSE: RBLX), Netflix Inc (NASDAQ: NFLX) and Roku Inc (NASDAQ: ROKU), are trading lower amid continued uncertainty from the Russia-Ukraine.

Why Snap, Facebook, Roblox, Netflix And Roku Shares Are Falling

CEO Anthony Wood sees a lot of opportunities to improve monetization.

How Roku Will Keep Growing Revenue Per User

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Many Cathie Wood stocks have suffered losses over the past year, but these companies will likely see strong gains in the coming quarters. The post 7 Cathie Wood Stocks That Are Worth Buying in March appeared first on InvestorPlace.

7 Cathie Wood Stocks That Are Worth Buying in March

A disappointing near-term outlook is obfuscating the company's long-term potential.

Roku's Long-Term Focus Is Being Overshadowed

After reporting a slight miss on revenues in Q4, Roku's depressed stock plunged by another ~30%. Despite a quick rebound to the $130s, Roku has slid back into the $110s.

Roku: A Glorious Opportunity For Savvy Long-Term Investors

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News for Roku Stock (ROKU)