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.

Comcast

The cable giant sees a lot of opportunity in streaming.

Comcast Wants to Become Roku Before Roku Becomes Comcast

The company is also offering $0.99 premium cable channel subscriptions during the promotion.

Roku Launches Budget Video Streaming Stick, Along With Other Black Friday Deals

Roku CFO Steve Louden, in an online appearance Tuesday at an RBC Capital Markets conference, said he didn't “have any specific update” on the company's discussions with HBO Max, but said “we continue to talk to folks.” The question came up in light of the news Monday that Amazon reached a deal with the WarnerMedia...

Roku CFO Steve Louden Offers No Update On HBO Max, But Says Companies “Continue To Talk”

Roku, Inc. (ROKU) Management Presents at RBC Capital Markets Global Technology, Internet, Media & Telecom Virtual Conference (Transcript)

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (NASDAQ: ROKU) today announced the limited-edition Roku SE streaming player ($17 MSRP) will be available exclusively at Walmart for Black Friday while supplies last. Additionally, Roku® is offering extensive discounts on its player lineup with $20 off the Roku Streaming Stick+ ($49.99 MSRP), $30 off the Roku Streambar ($129.99 MSRP) and Roku Ultra ($99.99 MSRP), plus $15 off the Roku Premiere ($39.99 MSRP) at major retailers where Roku devices are s

Roku Announces Limited Edition $17 Roku SE Streaming Player

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SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (Nasdaq: ROKU) announced today that Chief Financial Officer Steve Louden will present at the RBC Capital Markets Global Technology, Internet, Media & Telecom Virtual Conference on Tuesday, Nov 17, 2020. Louden is scheduled to present at 11:40 a.m. Pacific Time / 2:40 p.m. Eastern Time. A live webcast and replay of the presentation will be available on the investor relations section of the Roku web site at http://ir.roku.com. About Roku, Inc. Rok

Roku Chief Financial Officer to Present at RBC Capital Markets Global Technology, Internet, Media & Telecom Virtual Conference

Streaming video platform Roku is the on-ramp to internet television for many consumers. Investors have taken notice of its key position in the market.

Is Roku Stock A Buy Right Now? Here's What IBD Charts Show

Datadog

JFrog

Trade Desk

Block

Tech growth earnings had a few blowouts and a few misses. Roku and The Trade Desk prove Connected TV is going strong, Datadog puts up another great quarter, J Frog reported for the first time and Square continues to.

Q3 2020 Earnings: Datadog, Roku, Square, The Trade Desk and JFrog

The streaming TV company blew out analysts' expectations, and the stock shot higher following its third-quarter report. Is there more growth ahead?

What Drove Roku's 73% Revenue Surge?

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (NASDAQ: ROKU) today announced, with the release of Roku® OS 9.4, Apple AirPlay 2 and HomeKit support is now available on select 4K Roku devices, including the Roku Ultra, Roku Streambar, Roku Smart Soundbar, Roku Streaming Stick+, and Roku Premiere. Apple AirPlay 2 and HomeKit are expected to roll out to supported 4K Roku TV models with Roku OS 9.4 in the coming days. With AirPlay 2, Roku customers can stream, control and share their favorite conte

Apple AirPlay 2 and HomeKit Support Now Available on Select 4K Roku Streaming Players

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Invitae

Investors love disruptive themes and innovation stocks. Some of those assets are already delivering massive gains to investors.

3 Innovative Stocks to Buy That Are Doing Incredible Things

As the health crisis now enters its eight month, consumers are seeking safe comfort in streaming content in the comfort of their own home. Roku Inc's (NASDAQ: ROKU) shares surged 11% in Friday's trading after the streaming video platform reported stellar third-quarter earnings.

Roku Stock Surged 11% And Is Positioned For Continued Growth

The streaming player and platform provider reported revenue that beat expectations.

3 Key Takeaways From Roku's Q3 Earnings Report

Less than half of Roku users watch The Roku Channel. That's an opportunity.

The Roku Channel Could Double Viewership Again

Netflix

AT&T

Apple

Alphabet

Broadcasters and cable giants must bow before the streaming powerhouses in today's world -- making these streaming stocks very valuable. The post 6 Streaming Stocks to Keep Your Eye On appeared first on InvestorPlace.

6 Streaming Stocks to Keep Your Eye On

Roku Inc (NASDAQ: ROKU) has received a price target increase from $120 to $200 by Loop Capital. These are the details.

ROKU Stock Price: $200 Target By Loop Capital

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If people go back to work, will they really stop playing video games?

Why Video Game and Streaming Stocks Plunged Today

After their stocks tanked on coronavirus vaccine optimism, CNBC's Jim Cramer said investors should pick up Roku and Trade Desk into weakness.

Jim Cramer recommends two cord-cutting plays after a pull back Monday

Amazon

Electronic Arts

Peloton

Zoom Video

Netflix, Roku and other stay-at-home stocks fell Monday on news of an effective Covid-19 vaccine. The vaccine raises hopes that people soon could return to normal lives after the pandemic.

Stay-At-Home Stocks Fall On News Of Effective Covid-19 Vaccine

Roku (ROKU) shareholders got caught in a painful bull trap on Monday after last week's breakout to new highs.

Roku (ROKU) Fails Post-Earnings Breakout

Roku continued its good year with a strong Q3, per its latest earnings release. The company, which saw a surge in not only watch time, but also ad sales and device sales, reported a 73% year-over-year (YoY) increase in revenues for the quarter. Roku said in the release that it expects further growth going into the holidays, albeit tempered by pandemic-related contractions in consumer spending.

Roku reports impressive Q3 results, growing revenues and user numbers

ROKU stock is a long-term winner at the epicenter of the enormous shift in ad dollars from linear TV to streaming TV. The post This Is Why Roku Stock Is a Top Stock to Buy appeared first on InvestorPlace.

This Is Why Roku Stock Is a Top Stock to Buy

Markets were mixed on Friday, but these stocks gave investors some huge gains.

2 Nasdaq Winners You Need to Know About

Roku Inc. shares are up 12% in Friday trading and on track to close at a record after analysts cheered the company's strong growth despite the pandemic.

News for Roku Stock (ROKU)