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 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.

Shares of Roku Inc. ROKU, +3.00% are down 2.5% in premarket trading Friday after Wells Fargo analyst Steven Cahall downgraded the stock to equal weight from overweight. He also lowered his price target to $350 from $488.

Roku stock dips after Wells Fargo downgrade

Roku Inc. might not quite be ready for world domination, but its international progress is drawing cheers.

The Ratings Game: Roku is making progress with a key growth aim, analyst says in upgrade

The streaming software leader is set to deliver sizable rewards to investors, an analyst says.

Why Roku Stock Rose Today

On Thursday, Guggenheim analyst Michael Morris upgraded Roku Inc. (NASDAQ:ROKU) shares from neutral to buy with a price target of $395.00 per share. The stock spiked more than 3.60% as investors reacted to the analyst note.

Is it time to invest in Roku shares after Guggenheim upgraded to buy?

Shares of Roku Inc (NASDAQ: ROKU) have crashed more than 30% since late July, but Guggenheim says it might be a good idea to buy the dip. Michael Morris upgrades Roku to ‘buy' In a note on Thursday, Guggenheim's Michael Morris upgraded the stock to “buy” with a price target of $395 that translates to […] The post Guggenheim analyst: Roku shares could climb by 20% appeared first on Invezz.

Guggenheim analyst: Roku shares could climb by 20%

Benzinga's PreMarket Prep airs every morning from 8-9 a.m. ET. During that fast-paced, highly informative hour, traders and investors tune in to get the major news of the day, the catalysts behind those moves and the corresponding price action for the upcoming session.

PreMarket Prep Stock Of The Day: Roku

The ROKU stock selloff is unjustified. Its hours watched declined, but that's a temporary setback, especially with Roku's strong revenue growth.

Buy Roku as Its Streaming Hours Gear up to Rise Again

Roku (ROKU) stock is rising higher on Thursday thanks to a new price prediction and rating that traders are surely pleased with. The post ROKU Stock Price Prediction: Why Analyst Sees Roku Heading to $395 appeared first on InvestorPlace.

ROKU Stock Price Prediction: Why Analyst Sees Roku Heading to $395

Guggenheim analyst Michael Morris upgraded Roku Inc (NASDAQ:ROKU) to Buy from Neutral with a $395 price target, implying 21.6% upside.  Morris expects the connected television advertising marketplace to grow at a "rapid pace" and said Roku will be a primary beneficiary.

Why Guggenheim Sees 22% Upside In Roku

Streaming concern Roku Inc   (NASDAQ:ROKU) is up 3.4% at $335.93 this morning, after the security earned an upgrade from Guggenheim to "buy" from "neutral," with a $395 price target.

Options Traders Blast Roku Stock After Guggenheim Upgrade

TORONTO--(BUSINESS WIRE)--Roku, Inc. (Nasdaq: ROKU) today announced the expansion of its Canadian TV advertising offering with the introduction of the OneView advertising platform. OneView provides advertisers with a self-serve platform, leveraging TV identity data from the Roku streaming platform, to manage advertising across TV streaming, desktop, and mobile campaigns. Roku signed Matterkind, an IPG affiliate company, as the first Canadian OneView campaign partner. By the end of 2020, 77 per

Roku Expands Canadian Advertising Business With OneView Ad Platform

Michael Morris of Guggenheim lifts his rating on Roku to Buy with a price target of $395.

Roku Seen Benefiting From Connected TV Growth. The Stock Gets an Upgrade.

I first looked at Roku in 2019, but I'm only opening a position in the stock now. In this article, I describe the company and what I missed about it in the past: the power of the platform.

Roku: The Power Of The Platform Convinced Me To Go Long

Chewy

Disney

DraftKings

FuboTV

Teladoc

Zoom Video

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My Top 7 Stocks to Buy in September's Stock Market Sell-Off

Block

You don't need to look for obscure stocks for high growth. These past winners are great bets for the future.

Cathie Wood Is Buying These Top Growth Stocks -- Both Could Make You Rich Over Time

Roku Inc (NASDAQ: ROKU) announced a new app that will allow Shopify Inc (NYSE: SHOP) merchants to quickly build, buy, and measure TV streaming advertising campaigns.  Roku's addition to Shopify's marketing solutions will become the first-ever TV streaming app available in the Shopify App Store.

Roku Shares Gain On Introducing New App For Shopify Merchants

Take advantage of other investors' pessimism to bolster your own portfolio.

This Could Be the Biggest Streaming Winner of the Stock Market Sell-Off

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (Nasdaq: ROKU) today announced it is launching a new app that will allow Shopify merchants to easily build, buy, and measure TV streaming advertising campaigns. Roku's addition to Shopify's marketing solutions will become the first-ever TV streaming app available in the Shopify App Store, opening the door to small and medium-sized businesses (SMBs) to build stronger brands and increase revenue through TV advertising. Designed for merchants to use on

Roku Announces New Shopify App for Small Businesses to Easily Launch and Measure TV Streaming Ad Campaigns

Roku stock looks attractive for investors after a meaningful correction. The company should benefit from the strong growth of its ARPU.

Roku Stock Looks Attractive After a Meaningful Correction

Without the cynical catalyst of the pandemic, the valuation for ROKU stock appears awfully rich at its current price point. The post Roku Needs the ‘Mandela Effect' to Work in its Favor appeared first on InvestorPlace.

Roku Needs the ‘Mandela Effect' to Work in its Favor

Roku Inc (NASDAQ: ROKU) launched Roku Streaming Stick 4K (MSRP $49.99), offering powerful 4K streaming in a portable form factor.  It also rolled out the Roku Streaming Stick 4K+ (MSRP $69.99), featuring the Roku Voice Remote Pro with a rechargeable, hands-free voice remote.

Roku Announces Streaming Offerings Shortly After Amazon

Comcast

Netflix

Spotify

ViacomCBS

Despite robust gains in the past year, these seven streaming video stocks could gain further traction in the coming months as well. The post 7 Best Streaming Video Stocks to Bet on Heading Into Q4 appeared first on InvestorPlace.

7 Best Streaming Video Stocks to Bet on Heading Into Q4

SAN JOSE, Calif.--(BUSINESS WIRE)-- #newrokuproducts--Roku, Inc. (NASDAQ: ROKU) today announced Roku® OS 10.5 will begin rolling out to Roku devices in the coming weeks. Roku OS 10.5 introduces new features putting Live TV front and center for streaming player users, tips on how to get the most out of Roku Voice, new surround sound configurations for audio device owners, more voice control options and updates to Roku mobile app features. Additionally, Roku announced an all-new Roku Streaming Stick 4K and Roku Str

Roku OS 10.5 Offers Easy Access to Content, Roku Voice Help, New Mobile Features and Expanded Surround Sound Capabilities

Roku continues to explore filmed-entertainment.

Roku: Content Thesis Continues

What's wrong with ROKU stock? The price isn't right.

News for Roku Stock (ROKU)