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.

Shares of Roku Inc. were up 5% in after-hours trading Thursday after the streaming company delivered better-than-expected results for its first quarter and issued an upbeat outlook for the current period.

Earnings Results: Roku stock gains after earnings, outlook top expectations

Roku kept rolling in the first quarter, reporting a 35% rise in active accounts, to 53.6 million, along with stronger-than-expected financial results. Revenue grew 79% compared with the same quarter a year ago, hitting $574.2 million, far higher than the consensus forecast by Wall Street analysts for $490.6 million. Expected by analysts to lose money...

Roku Hits 53.6M Active Accounts In Q1, Smashing Financial Forecasts

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (Nasdaq: ROKU) today released first quarter 2021 results. Visit the Roku investor relations website to view the first quarter 2021 letter to shareholders. The company will host a webcast of its conference call to discuss the results today at 2:00 p.m. 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.

Roku Releases First Quarter 2021 Financial Results

Shopify

Block

Teladoc

Tesla

The reflation trade out of growth and into cyclicals in anticipation of a reopened economy has damaged the flagship ETF managed by Cathie Wood's Ark Invest. The ARK Disruptive Innovation ETF has declined 32% since its peak at $160 in mid-February. The ETF is down 13% year-to-date, a flip from its 2020 return of nearly 150%.

These 5 stocks have helped drive a 32% decline in Cathie Wood's Ark Invest flagship ETF

Some investors are selling the stock ahead of Roku's first-quarter results.

Why Roku Stock Fell Today

Roku: Drawdown Presents A Buying Opportunity

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5 Most Intriguing Earnings Charts This Week

Vizio Holding Corp

Now that Vizio is public, ROKU stock could drop despite its high margins. ROKU is 7 times more expensive but worth 60% less than its current price.

ROKU Stock Is Worth 60% Less Now That Vizio Is Public

ROKU first-quarter 2021 results are expected to reflect growth in active accounts and viewing supported by increased advertiser demand for the company's OneView ad platform and other products.

ROKU Gears Up to Report Q1 Earnings: What's in the Cards?

Baidu

Exact Sciences

Spotify

Zillow

Zoom Video

ARK Invest has been one of the most popular themes of late in the markets, outperforming many other funds and solidifying its place among the big players in the investments world.

These Are ARK Invest's 10 Top April Holdings

Roku presented its first original programming slate to media buyers at the NewFronts, showcasing programming acquired in separate deals with Quibi and This Old House. In a 30-minute virtual pitch, the streaming provider noted the median age of its viewers is 39 (compared with 60-plus for the broadcast networks), and they are less tethered to...

Roku Showcases Originals Powered By Quibi, This Old House Deals In NewFronts Pitch

Crocs

Grayscale Ethereum Trust

From an offbeat footwear maker that's surprisingly back in style to a pair of companies riding big tech trends, here are some great options to add to your portfolio.

Got $1,400? Here Are 3 Stocks to Buy and Hold for the Long Term

The Covid pandemic accelerated the shift to streaming, and Roku was perfectly positioned to help advertisers navigate the change.

How Roku's ad sales boss Alison Levin successfully steered through the pandemic

The streaming content platform will report first-quarter results on Thursday, May 6.

Roku Earnings: 1 Key Metric You'll Want to Know

Amazon

Both of these tech companies have been market-beating investments.

Better Buy: Amazon vs. Roku

The shares of Roku Inc (NASDAQ: ROKU) have received a price target of $475 by Wedbush. These are the details.

ROKU Stock: $475 Target By Wedbush

Datadog

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Each of these category-leading companies has strong tailwinds and growing opportunities that should generate excellent growth over the long term.

Got $10,000 and 10 Years to Wait? These 3 High-Growth Stocks Are Just Getting Started

Alphabet

Roku feels the tech giant's terms are unreasonable.

Roku Pulls YouTube TV From Its Channel Store Over Contract Dispute

Exxon Mobil

Chevron

Exxon Mobil, Chevron, Roku and Nio were our top stock trades for Monday. Now, let's look at a handful of charts for next week and next month.

4 Top Stock Trades for Monday: XOM, CVX, ROKU, NIO

Roku, Inc. (NASDAQ:ROKU) shares are trading lower following a report the YouTubeTV app was removed from the company's channel store amid a contract dispute with Google. Reports also indicate YouTube says the company has been working with Roku to renew our deal to distribute YouTube TV on their devices.

Why Is Roku's Stock Trading Lower Today?

Roku said Friday it has removed Google-owned YouTube TV from its video-streaming platform after its contract to carry it expired.

YouTube TV pulled from Roku amid spat with Google

Roku Inc. and Alphabet Inc.'s Google failed to reach a renewal agreement over the distribution of YouTube TV, meaning that the online-cable service will no longer be available in Roku's channel store.

Roku yanks YouTube TV app from channel store amid Google contract clash

A dispute between a streaming hardware company and a large technology giant has resulted in new users not being able to download the YouTube TV app. What Happened: Roku Inc (NASDAQ: ROKU) has pulled YouTube TV from its platform over a contract dispute with Alphabet Inc (NASDAQ: GOOG)(NASDAQ: GOOGL), according to Axios.

Roku Pulls YouTube TV From Platform: What Investors Should Know

Roku is part of the streaming revolution. This is why Cathie Wood loves it, and why you should pay attention.

Cathie Wood Owns Roku Stock: Should You?

Google's live TV streaming service, YouTube TV, has been pulled from Roku devices worldwide. Roku users who have already downloaded the app can still use it, but the company warned against deleting the app, "as it will not be available for download to Roku devices" as of Friday. The ability to sign up for a new account has also been severed.

News for Roku Stock (ROKU)