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

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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.

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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.

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Cost of revenue

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SG&A

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EBITDA

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Minority interest

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Book value per share

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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 will enjoy massive tailwinds from the cord-cutting and smart TV revolution.

Roku: 'Broku' All Over Again

Roku's stock has been battered and is down nearly 60% in 6 months. Why now is a good time to revisit this investment. How Roku's user growth numbers compare with fuboTV's preannounced Q4 results.

Roku Stock: Why It's Now Nearly The Bottom

Roku has crashed over 60% since recent highs. The company is cable 2.0, earning revenues from both channel advertisements and subscription revenue share.

Tech Has Fallen, Roku Is A Buy

Roku continues to face supply chain headwinds. But, these are transitory issues that should normalize over time. Roku is riding secular tailwinds in the ad-supported streaming space that should propel long-term outperformance.

Roku Stock: 2022 Will Be A Defining Year

The streaming video company remains a polarizing investment.

1 Green Flag for Roku in 2022, and 1 Red Flag

Alphabet

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Is now the time to buy these four growth stocks?

4 Stocks I'm Watching This Week as Potential Buys

Intel

NVIDIA

Tilray Brands

Roku, Tilray, Nvidia and Intel were our top stock trades for Tuesday. With that in mind, let's look at how the charts are setting up now.

4 Top Stock Trades for Tuesday: ROKU, TLRY, NVDA, INTC

ROKU stock is on a sustained downtrend after the company reported two straight quarters of disappointing growth. The post Roku Stock Is Setting up to Have a Spectacular Second Half of 2022 appeared first on InvestorPlace.

Roku Stock Is Setting up to Have a Spectacular Second Half of 2022

Shares have slid more than 20% this week.

Why Roku Stock Fell Sharply on Friday

Teladoc

These companies' challenges are temporary.

2 Beaten-Down Cathie Wood Growth Stocks That Could Rebound in 2022

Could the stock fall 50% more than it already has?

Here's Why Roku Stock Is Already Down 15% in 2022

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (NASDAQ: ROKU) announced today that Scott Rosenberg, Senior Vice President and General Manager of Platform Business, plans to step down sometime in the spring of 2022. Rosenberg joined Roku in 2012 as Vice President, Advertising, and Business Development. In 2017 he was named SVP and GM of Roku's Platform Business, overseeing both advertising and content and services. Rosenberg played an important role in the company's IPO, and leading and growing t

Roku Announces Scott Rosenberg to Step Down as SVP and GM of Platform Business

Roku is a major ARK Innovation ETF holding, and the company's growing fast. But its share price fell 31% in 2021.

My Favorite Cathie Wood Stock for 2022

Amazon

The Nasdaq Composite is down 5.0% this week as investors continue to pull out of the tech stocks on fears of inflation and rate hikes. But there are names that still look promising for 2022 to MAI Capital Management's Chris Grisanti.

Grisanti picks two tech stocks investors should buy amidst the sell-off

Smart TVs are the keys to sustainable growth.

Roku Investors Should Watch Its Smart-TV Sales in 2022

Salesforce

Palantir Technologies

Markets are near highs but the bargain bins are full of great stocks to buy on dips. ROKU, CRM and PLTR are three to consider this year.

3 Stocks to Buy Despite Rate-Hike Jitters

Axon Enterprise

Etsy

MercadoLibre

Soaring revenue growth could lead to a quadrupling of these stocks by 2030.

5 Growth Stocks That Could Turn $250,000 Into $1 Million by 2030

Roku shares dropped almost 10% on Wednesday, falling to their lowest price since October 2020.

Roku tumbles after analyst says competition from Amazon, Google is stunting user growth

The streaming pioneer was the victim of some negative Wall Street commentary.

Why Roku Stock Turned Sharply Lower Again on Wednesday

Roku Inc (NASDAQ:ROKU) is trading lower Wednesday following bearish analyst coverage from Atlantic Equities. Atlantic Equities analyst Hamilton Faber initiated coverage on Roku with an Underweight rating and announced a $136 price target.

Why Roku Shares Are Sliding Today

Atlantic Equities analyst Hamilton Faber initiated coverage of Roku Inc (NASDAQ:ROKU) with an Underweight rating and a $136 price target. The price target implies a 39% downside.

Atlantic Equities Sees Considerable Downside In Roku - Read Why

Crocs

Disney

NIKE

Peloton

Growth stocks and promising comeback stories should dominate the market this month.

5 Top Stocks to Buy In January

Broad market forces overwhelmed good news from the streaming leader.

Why Roku Stock Plunged on Tuesday

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (Nasdaq: ROKU) announced today that Chief Financial Officer Steve Louden will present at the Citi 2022 AppsEconomy Conference (formerly TMT West) on Thursday, January 6, 2022. Louden is scheduled to present at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time. A live webcast and replay of the presentation will be available on the investor relations section of the Roku web site at http://ir.roku.com. About Roku, Inc. Roku pioneered streaming to the TV.

Roku Chief Financial Officer to Present at Citi's 2022 AppsEconomy Virtual Conference

Ford Motor Company

Jumia

Trade Desk

There are plenty of stocks to buy that are riding long-term growth trends. Some stocks are near the highs, while others are down big.

News for Roku Stock (ROKU)