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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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.

Smart TVs are the keys to sustainable growth.

Roku Investors Should Watch Its Smart-TV Sales in 2022

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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

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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

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3 ‘Founder CEO' Stocks to Buy as Jack Dorsey's Twitter Exit Makes Headlines

Roku (ROKU) announces its strategic partnership with Sharp to launch Sharp Roku TV models. The models are integrated with Roku OS, the leading smart TV OS in the United States.

Roku Partners With Sharp to Launch Sharp Roku TV Models

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (Nasdaq: ROKU) today announced that for the second year in a row, the Roku® Operating System (OS) was the No. 1 smart TV OS sold in the U.S. according to NPD's Weekly Retail Tracking Service, based on available data from January 3, 2021 through December 4, 2021.* Additionally, Roku announced a partnership with Sharp to bring Sharp Roku TV™ models to customers in the United States. Sharp is leveraging the Roku TV hardware reference design and award-w

Roku TV is the No. 1 selling Smart TV Operating System in U.S.

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The stock price of Roku Inc (NASDAQ: ROKU) increased by over 5% in the most recent trading session. This is why it happened.

Roku Stock (ROKU): Why The Price Increased

Roku stock can be a massive performer in 2022 if the pressure on growth stocks lets up. So, here's why I like it for the next 12 months.

Best Stocks for 2022: Roku Is a No-Brainer Buy for Growth Investors

Roku (ROKU) expands its TV Ready Program, enabling third-party audio products to work seamlessly on its platform.

ROKU Expands the TV Ready Program, Adds New Partners

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. today announced new growth and international expansion to the Roku TV Ready™ Certification program.

Roku Announces Growth of Roku TV Ready Program in 2021 through Partner Adoption and International Expansion

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The streaming video leader got some much deserved recognition from Wall Street.

News for Roku Stock (ROKU)