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 Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

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Earnings data Q1 2024

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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.

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Some of last year's biggest winners are currently on sale, after a rough start to the year.

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ROKU stock holders might think they're only investing in the future of streaming video, but recent joint ventures open up new opportunities. The post Roku Stock Looks Even Better as It Makes Big Moves in the Ad Game appeared first on InvestorPlace.

Roku Stock Looks Even Better as It Makes Big Moves in the Ad Game

Netflix

Entertainment companies that got a boost from consumers stuck at home during the Covid-19 pandemic face a "digital attention recession" this year as the economy reopens, Needham says. The post Netflix, Roku, Others Face 'Digital Attention Recession' Post-Covid appeared first on Investor's Business Daily.

Netflix, Roku, Others Face 'Digital Attention Recession' Post-Covid

Deutsche Bank is the latest bank to call Roku a buy after its stock dropped 20% from mid-February.

Roku's Recent Selloff Makes It a Buy, Analysts Say

The company didn't really do anything to deserve a drastic discount last month. That didn't stop market forces from making it happen anyhow.

How Roku Shares Fell 17.6% in March

Roku Inc. (NASDAQ:ROKU) is in the preparation phase of a new promotional product called Roku Recommends, according to a report published Tuesday by DigiDay, an online trade magazine.  The new product is a video advertisement that will be sponsored by a brand and play on Roku's platform when a customer clicks a pop-up on their TV screen, according to the report, which cited three unnamed advertising executives.

Roku Options Traders May Be Betting Big On 'Roku Recommends' Product

Property Solutions Acquisition

The index held up better than its peers and was slightly higher in mid-afternoon trading.

Roku and This Winning SPAC Lifted the Nasdaq Tuesday

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Snap

Don't count these stocks out over the long haul.

3 Top Growth Stocks to Buy That Were Down More Than 15% in March

Disney

AT&T

Amazon

Discovery

Discovery Communications

ViacomCBS

Here's what they'll add and how investors can capitalize on it.

Americans Will Add Even More Streaming Subscriptions in 2021

ROKU has been a six-bagger over the last two years. The company reported strong top- and bottom-line growth as it rode pandemic tailwinds.

Roku Stock: Is It Too Late To Join In?

And it's not giving up the crown anytime soon.

The Roku Channel Is Now the Biggest AVOD in the U.S.

Etsy

Farfetch

Fiverr

The best platform businesses are proven to be able to extract market defying revenue growth, profits and returns. The ability to consolidate and extend market leadership and keep out competitors are features that make these platforms worth owning.

5 Platform Businesses For The Next 5 Years

The leading TV streaming platform has several advantages going for it.

3 Things Explain Roku's Awesome Growth

The stock price of Roku (NASDAQ:ROKU) has received a price target decrease from $480 to $367. These are the details.

ROKU Stock Price: $367 Target (Down From $480) By Truist

How Roku Makes Money: most revenue is generated through digital ad sales, tools for audience development, and content distribution.

How Roku Makes Money: Streaming Platform Generates Most Revenue

Shares of Roku Inc (NASDAQ: ROKU) are down nearly 30% over the past month, but the stock should reverse course and move higher from multiple catalysts and a more attractive valuation, according to Truist Securities. The Roku Analyst: Matthew Thornton upgraded Roku's stock from Hold to Buy with a price target lowered from $480 to $367.

Is Now The Time To Buy Roku?

Expedia

Plug Power

Booking Hlds

FuelCell Energy

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Comerica

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Varonis Systems

With the trading day about halfway over, the broad markets were pulling back. The Dow Jones industrial average, S&P 500 and Nasdaq were all down in lockstep about 0.4%.

Booking, Expedia, FuelCell, Plug Power, Roku and More of Tuesday Afternoon Analyst Calls

Roku Stock Could Surge 22% to $367, According to This Analyst

Roku shares look like a good value compared to Vizio stock.

Vizio's IPO Makes Roku Stock Look Even Better

AstraZeneca

AstraZeneca plc (NASDAQ: AZN) shares are trading lower by 2% after Berlin's state hospital halted the company's COVID-19 vaccination of women under the age of 55 years old. Last week, AstraZeneca issued a fresh update of its phase three trial data for the COVID-19 vaccine after a U.S. health agency earlier this week questioned the accuracy of the trial data.

What's Going On With AstraZeneca Stock And Roku Stock Today?

Truist Securities analyst Matthew Thornton upgraded Roku Inc. shares to buy from hold Tuesday, arguing that the stock's valuation is more "tenable" now and that the company has attractive opportunities ahead in advertising. He lowered his price target to $367 from $480 but said that Roku has pulled back to its two-year average on the basis of enterprise value to sales, helping make the stock more approachable from a valuation perspective.

Roku stock gains after upgrade at Truist

The shares of Roku Inc (NASDAQ:ROKU) are up 1.7% at $305.84 this morning, following an upgrade from Truist Securities to "buy" from "hold.

Bullish Analyst Attention Has ROKU Eyeing Rebound

DraftKings

Peloton

Cathie Wood's Ark Investment Management sends out an email every night listing the stocks that were bought or sold by the firm's ETFs that day. In recent months, the emails have known to cause certain stocks to see a spike in the after-hours session.

Apple, Netflix, Peloton, Square, Roku, DraftKings - What Cathie Wood's Ark Bought And Sold On Monday

This streaming stock has been on a tear, but it may deserve an elevated valuation, alleviating investor worries.

News for Roku Stock (ROKU)