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

Earnings data Q2 2021

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

Earnings data Q2 2024

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.

NVIDIA

PayPal

Trade Desk

Lots of blood in the water so let's decide where to buy some December gifts.

Growth Stock Meltdown: ROKU and PYPL vs. NVDA and TTD

The streaming agnostic leader is doing just fine despite a cratering stock price.

Why Shares of Roku Tanked Nearly 9% Today

ROKU stock has been cut in half over the past few months even after massive earnings beats. Time to be a buyer of Roku on any weakness.

Roku Stock Is Beaten and Battered but Finally Looking Like a Buy

TGNA vs. ROKU: Which Stock Is the Better Value Option?

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (NASDAQ: ROKU) today announced the launch of special seasonal experiences on the Roku® platform in the U.S., giving users easy access to great entertainment throughout the winter season. Starting on December 1, The Roku Channel transforms into a winter hub complete with curated collections of thousands of hit movies and TV shows, live TV channels, kids & family entertainment and much more. Users of The Roku Channel in the U.S. can kick off the h

Roku Debuts All New Seasonal Experience on The Roku Channel

Apple

Adobe

Salesforce

Twilio

Higher inflation is making it tough for many tech companies to grow.

Why Does Inflation Hurt High-Growth Tech Stocks?

Market share gains in Mexico may bode well for the streaming-TV platform specialist's long-term international opportunity.

Roku Is Winning in Mexico: Why This Is Key

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. today announced that it is the #1 TV streaming platform in Mexico, based on hours streamed, according to a recent study conducted by the Hypothesis Group. This leadership position comes as the company closes 2021 with 8 Roku TV™ partners in Mexico and the arrival of the new Roku® Streaming StickTM 4K player to stores just in time for the holiday season. “We are proud to be the #1 TV streaming platform in Mexico, and that is thanks to the consumers w

Roku is the #1 TV Streaming Platform in Mexico

On Monday, Roku Inc. (NASDAQ:ROKU) shares edged lower by 2.9% despite an upbeat mood towards streaming services. Analysts are hyping streaming service providers this holiday season driven by the new threat of the Omicron variant.

Is Roku stock a buy as the Omicron variant increases demand for indoor services?

Visa

Roku, PayPal, Twilio and Visa were our cyber Monday stocks to buy. With that in mind, let's look at how the charts are setting up right now.

4 Cyber Monday Stocks to Buy: ROKU, PYPL, TWLO, V

Long-term investors should learn to separate noise from signal. I explain what noise and signal are and how they can apply to Roku. Roku is suffering from short-term noise, dropping ~50% from its 52-week high.

Roku: Separate The Noise From Signal

Zoom Video

American stocks have done relatively well this year. The Nasdaq 100, S&P 500, and Dow Jones have all surged by more than 18%.

3 technology stocks to buy at their 52-week lows

There are plenty of boobirds when it comes the streaming-video pioneer. Let's see how to silence them.

A Cheat-Sheet Guide for Dealing With Roku Bears

Netflix

Comcast

Disney

FuboTV

AT&T

Invest in pure-play streaming stocks or those exposed to the channel, as users spend more time online to consume content. The post 7 Streaming Stocks to Tune Into After Netflix Struck Gold With Squid Game appeared first on InvestorPlace.

7 Streaming Stocks to Tune Into After Netflix Struck Gold With Squid Game

Niu Technologies - ADR

Niu, Roku, Twilio and Zoom Video were our top stock trades for Tuesday. With that in mind, here's how the charts are setting up now.

4 Top Stock Trades for Tuesday: ROKU, TWLO, ZM, NIU

Roku has returned to growth, making it good value here despite the stock's drop. ROKU stock is back to growth in terms of streaming.

Roku Has Returned to Growth, Making It Good Value Despite the Price Drop

A couple of the ARK Invest exchange-traded funds run by ETF star Cathie Wood made a sizable purchase on Friday.

Cathie Wood's ARK Invest Buys Nearly $48 Million Worth of Roku Shares

The streaming video pioneer is crashing? Been there.

3 Reasons I Bought More Roku Stock Last Week

Shares of Roku have dropped to a new 2021 low last week. The drop occurred after Roku opened up its books for the third quarter.

Roku Stock: Strong Buy Because The Drop Is Undeserved

Datadog

Lemonade

You'll want to get in on this trio that's making waves in their respective industries.

3 Disruptive Tech Stocks That Can Supercharge Your Portfolio

StoneCo

Upstart Holdings

We share data on 40 top growth stocks that are down big over the last month. Then we highlight three stocks from the list that are particularly attractive and worth considering.

Growth Stock Bloodbath: These 3 Are Worth Considering

Roku Inc (NASDAQ: ROKU) aims to develop over 50 original shows in the next two years as part of an effort to make it a destination for free content, the Wall Street Journal reports. Roku has expanded the Roku Channel's offerings beyond licensed shows to acquired shows, including short-form programs from defunct mobile-streaming service Quibi Inc.

Roku Targets Over 50 Original Shows In Next 2 Years

Roblox

Spotify

With consumer discretionary names like Roblox and Nike collaborating, the industry remains active as ever.

5 Hot Consumer Discretionary Stocks To Watch Right Now

Roku plans to develop more than 50 original shows over the next two years in a bid to drive more customers to its Roku Channel, according to a report.

Roku to develop more than 50 shows over next two years

Activision Blizzard

DraftKings

Peloton

Twitter

While the broader indices are hovering close to all-time highs, the rising tide has not lifted all boats this year. We recently put together a screener to find the most "oversold" and "beaten down" stocks in our coverage universe.

News for Roku Stock (ROKU)