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.

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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.

Earnings data Q1 2021

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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.

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Cost of revenue

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SG&A

Other

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EBITDA

Net income

Earnings per share

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Cash & equivalents

Receivables

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Net PPE

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Minority interest

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Book value per share

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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.

Roku had a busy Tuesday leading up to its annual NewFronts presentation for advertisers, announcing an Olympics team-up with NBCUniversal as well as measurement and ad pacts with iSpot and The Trade Desk. The Olympics partnership comes with less than 100 days to go before the Paris Olympics kick off in July.

Roku Teams With NBCUniversal For Olympics Streaming Hub, Sets Measurement And Ad Pacts With iSpot And The Trade Desk

SAN JOSE, Calif. & BELLEVUE, Wash.--(BUSINESS WIRE)--Today, Roku, Inc. (NASDAQ: ROKU), the #1 TV streaming platform in the U.S.*, announced an expanded measurement partnership with iSpot.tv, the cross-platform TV measurement company. The first-of-its-kind arrangement is multifold, with each company sharing measurement capabilities to drive innovation, opportunity, and advertiser value within the broader streaming TV ecosystem. As part of the expanded partnership, iSpot will become a preferred t.

Roku and iSpot Announce Streaming Audience Measurement Partnership

Trade Desk

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku (NASDAQ: ROKU), the #1 TV streaming platform in the U.S.*, announced plans for a new data-driven TV streaming partnership with The Trade Desk (NASDAQ: TTD), the largest independent global advertising technology leader, to equip advertisers with better planning, buying, and measurement of TV streaming media. Roku plans to empower advertisers using The Trade Desk with the ability to leverage Roku Media and audience and behavioral data, so that The Trade Des.

Roku and The Trade Desk Announce New Data-Driven TV Streaming Partnership

Roku sells the leading TV operating system. A Susquehanna analyst recently reduced their Roku price target, but the new target still implies a 38% gain.

Is Roku Stock Going to $80? 1 Wall Street Analyst Thinks So.

Seaport analyst David Joyce upgraded his rating of Roku to Buy from Neutral.

Roku Stock Has Been ‘Oversold.' It's Time to Buy, Analyst Says.

Roku slumped after posting mixed financial results last week. The stock is down 39% in 2024, but the company has posted nine-figure free cash flow for three consecutive quarters.

1 Growth Stock Down 89% to Buy Right Now

Streaming TV platform operator Roku Inc. NASDAQ: ROKU can't catch a break with the markets. Despite a solid Q1 2024 earnings report that saw thinning losses and 19% YoY revenue acceleration topped by raised guidance, the market turned an initial price gap into a 10% loss the following day.

Roku Trims Losses and Raises Guidance, But Market Isn't Convinced

Roku (NASDAQ: ROKU) stock price continued its freefall as concerns about the company's growth and profitability remained. It has already formed a death cross pattern and moved to its lowest swing since October last year.

Roku stock price forecast: technicals point to more downside

MercadoLibre

The Trade Desk's leading position in digital advertising is only getting stronger. Roku looks primed for a rebound as streaming continues to gain market share.

Want $1 Million In Retirement? Invest $250,000 in These 3 Stocks and Wait a Decade.

Roku reported a double beat, but that wasn't enough. Is it a buy right now?

Roku Stock Drops After Earnings: An Opportunity?

Albertsons Companies

Live Oak Bancshares

Despite recent moves by potential competitors, Roku's risk-reward profile looks very compelling. The proposed Albertsons-Kroger acquisition has created a special situation that could be profitable no matter the outcome.

Stock Market Sell-Off: 3 Bargain Stocks Worth Buying Now

Roku CEO Anthony Wood collected a total pay package of $20.2 million in 2023, according to the company's latest proxy filing. Charlie Collier, the veteran former TV exec who now leads Roku Media, got $6.8 million. The tally was far below the $53.

Roku 2023 Executive Pay: CEO Anthony Wood Dips A Bit To $20.2M, Media Chief Charlie Collier Gets A Fraction Of The Prior Year's Bonanza

Roku Inc (NASDAQ:ROKU) shares plunged almost 10% as its sales guidance for the second quarter missed estimates and it cautioned the benefits of price hikes are waning amid rising competition between ad-supported streaming services. For Q2, Roku projected revenue of $935 million, below estimates of $955 million.

Roku shares plunge on ‘sobering' Q2 guidance, analysts remain positive

Streaming platform leader Roku's Q1 sales and earnings topped analysts' estimates. Management said the entire streaming market is heading into a challenging period.

Why Roku Stock Is Tumbling Today

ROKU's first-quarter 2024 results benefit from growing streaming households and streaming hours on The Roku Channel.

ROKU Q1 Loss Narrower Than Expected, Revenues Increase Y/Y

Roku, Inc. (NASDAQ:ROKU ) Q1 2024 Earnings Call Transcript April 25, 2024 5:00 PM ET Company Participants Conrad Grodd - IR Anthony Wood - Founder and CEO Dan Jedda - CFO Mustafa Ozgen - President, Devices Charlie Collier - President, Roku Media Conference Call Participants Cory Carpenter - JPMorgan Vasily Karasyov - Cannonball Research Steven Cahall - Wells Fargo Ralph Schackart - William Blair Rich Greenfield - LightShed Partners Ruplu Bhattacharya - Bank of America Jason Bazinet - Citi Barton Crockett - Rosenblatt Ian Peterson - Evercore ISI Operator Good day, everyone, and thank you for standing by. Welcome to the Roku's First Quarter 2024 Earnings Call.

Roku, Inc. (ROKU) Q1 2024 Earnings Call Transcript

While the top- and bottom-line numbers for Roku (ROKU) give a sense of how the business performed in the quarter ended March 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Roku (ROKU) Reports Q1 Earnings: What Key Metrics Have to Say

Roku (ROKU) came out with a quarterly loss of $0.35 per share versus the Zacks Consensus Estimate of a loss of $0.64. This compares to loss of $1.38 per share a year ago.

Roku (ROKU) Reports Q1 Loss, Tops Revenue Estimates

TV-streaming service Roku Inc. ROKU, +1.58% on Thursday forecast second-quarter sales that were above expectations, but warned of a higher bar for growth up ahead and moderating profit in the second half of the year. Roku said it expected second-quarter sales of $935 million, above FactSet estimates for $926 million.

Roku warns of tougher bar for growth ahead, but sales forecast tops estimates

Streaming video platform Roku beat expectations for the first quarter and guided above views for the current period.

Streaming Video Platform Roku Tops Views With Q1 Results, Guidance

Roku posted solid first-quarter financials, with positive results in several key metrics illustrating the benefits of ongoing price inflation in the streaming sector. Net losses totaled 35 cents a share, far better that Wall Street analysts' consensus estimate of 62 cents and much narrower than the $1.38 recorded in the year-ago quarter. Revenue of $754.

Roku Q1 Results Show Benefits Of Streaming Price Hikes

Roku beat Wall Street estimates for quarterly revenue on Thursday, as it benefited from strong ad sales and the ongoing shift from cable TV to streaming platforms.

Roku tops quarterly revenue estimates

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Roku, Inc. (NASDAQ: ROKU) released first quarter 2024 results. Visit the Roku investor relations website to view the first quarter 2024 letter to shareholders. The company will host a webcast of its conference call to discuss the results today at 2:00 PM Pacific Time. Participants may access the live webcast in listen-only mode on the Roku investor relations website. An archived webcast of the conference call will also be available following the call. A.

Roku Releases First Quarter 2024 Financial Results

ROKU's first-quarter 2024 performance is expected to have been aided by growth in The Roku Channel library and Roku TV users amid increasing competition.

ROKU Gears Up to Report Q1 Earnings: Here's What to Expect

Roku Inc has lost some 40% in less than three months but a Wedbush Securities analyst is convinced the story moving forward will be a different one.

News for Roku Stock (ROKU)