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.

Alphabet

YouTube says its app will no longer be available on Roku devices after Dec. 9 as the two sides remain engaged in an ongoing carriage dispute.

Google to pull YouTube from some Roku devices in December amid dispute

Google said Thursday it would remove YouTube apps from the Roku app store on Dec. 9 as the two sides fight over a new agreement.

YouTube is about to pull its apps from Roku, and the fight is going all the way to Congress

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (Nasdaq: ROKU) today announced it will release third quarter 2021 financial results after the stock market close on Wednesday, November 3, 2021. The company will host a live webcast of its conference call to discuss the results at 2:00 p.m. Pacific Time on November 3. Participants may access the live webcast in listen-only mode from the Roku investor relations website. An archived webcast of the conference call will also be available on the Roku web

Roku to Announce Third Quarter 2021 Financial Results on November 3, 2021

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SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (Nasdaq: ROKU) today announced that “Roku Recommends” will return for a brand-new slate of episodes starting this fall. “Roku Recommends” is a fifteen-minute weekly entertainment program that uses exclusive Roku data to help streamers discover brand-new shows and hidden gems on America's No. 1 TV streaming platform*. Streamers can count on co-hosts Emmy® Award-winner Maria Menounos and award-winning, multi-hyphenate, Andrew “Hawk” Hawkins to shine a

Roku Brand Studio Greenlights New Episodes of Weekly Entertainment Show “Roku Recommends”

Is (ROKU) Outperforming Other Consumer Discretionary Stocks This Year?

Has Roku (ROKU) Outpaced Other Consumer Discretionary Stocks This Year?

Should investors be excited or worried when a stock crosses above the 50-Day simple moving average?

Roku (ROKU) Recently Broke Out Above the 50-Day Moving Average

Sharp Corp (OTC: SHCAY) will sell smart televisions equipped with Roku Inc (NASDAQ: ROKU) streaming abilities in the U.S. from spring 2022, returning to the American consumer TV market after a six-year hiatus, Nikkei Asia reports. As per 2020 data, Samsung Electronics Co Ltd (OTC: SSNLF) leads the U.S. market with a 37% share by value, while LG Electronics Inc (OTC: LGEIY) (OTC: LGEJY) ranks second at 15%, followed by China's TCL at 9.7%.

Why Did Roku Shares Gain Today?

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Roku Stock: The 10-Year Thesis

The streaming technology provider notched another potentially profitable partner today.

Why Roku Stock Jumped 5% Today

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The average of price targets set by Wall Street analysts indicates a potential upside of 44.1% in Roku (ROKU). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Can Roku (ROKU) Climb 44% to Reach the Level Wall Street Analysts Expect?

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For some, the big hope for ROKU stock would be for it to sell out to a bigger media or technology player. Founder Anthony Wood disagrees.

Can Roku Stock Find Some More of Its 2020 Magic?

We think streaming hardware and platform player Roku stock is currently a better pick compared to digital advertising technology player The Trade Desk stock, which has a large exposure to the connected TV space, despite the reopening of the economy and the easing of Covid-19 restrictions.

Is This Streaming Giant A Better Pick Versus The Trade Desk Stock?

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These two adtech stocks might see some tailwinds in the coming months.

Are Roku and The Trade Desk a Buy Before the Holiday Season?

Roku's stock (ROKU) has has a rough go of it since the July price high. The pullback off the July high was a steep nearly 40 percent and stopped at our MOB band price target (support).

ROKU Stock Triggers Trading Buy Signal

Shares of Roku have crumbled ~35% over the past two months, spurred on by a disappointing Q2 earnings print.

Roku: Buy The Dip, This Stock Has Fallen Too Far

One analyst sees big upside for this streaming platform provider.

Why Roku Stock Jumped Higher Again Today

A consumer survey paints a rosy picture for the streaming video pioneer.

Why Roku Stock Surged Today

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News for Roku Stock (ROKU)