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. ROKU, -1.43% were up 2.5% in after-hours trading Thursday after RBC analyst Mark Mahaney upgraded the stock to outperform from sector perform.

Roku stock gains after RBC upgrade

A 13G filing from hedge fund manager Ken Griffin's Citadel Advisors shows a new 5% stake in Roku Inc (NASDAQ: ROKU).

Roku Wins A New Investor: Ken Griffin

Roku, Inc. (NASDAQ: ROKU) seems to be back to climbing up after yesterday's analyst rating, when Macquarie rated the company from neutral to outperform with a minimum target of $130.

Roku Gets Upgraded As It Accelerates Its Growth

Now there’s a way to gain exposure to many of today’s market leaders thanks to the buyable bottom on ROKU's price chart. 
The post No More Waiting — Buy Roku Stock Today appeared first on InvestorPlace.

No More Waiting — Buy Roku Stock Today

Delta Air Lines

United States Steel

Options trading was buzzing in Delta Airlines, United States Steel and Roku Wednesday. Here are the metrics that matter moving forward.

Thursday’s Vital Data: Delta Airlines, United States Steel and Roku

The streaming video receiver is now showing pop-up ads during commercials, with more rival receivers coming to the market.

Roku Is Running Out of Places to Show Ads, and at the Worst Possible Time

The analyst call on Roku also sent shares of Netflix down.

Roku surges after analyst predicts it will triple its user base by 2022

American Outdoor Brands

Sleep Number

Favorable analyst remarks helped several stocks move higher.

Why Roku, American Outdoor Brands, and Sleep Number Jumped Today

iRobot

Pessimism builds for iRobot, while optimism drives Roku higher.

Stock Market News Today: Oct. 9, 2019

Roku stock has been battered and bruised, but Wall Street may have gone too far too fast in beating this name up.
The post Roku Stock: The Decline Investors Have Been Waiting on Is Dangerous and Exaggerated appeared first on InvestorPlace.

Roku Stock: The Decline Investors Have Been Waiting on Is Dangerous and Exaggerated

Roku stock rallied Wednesday on an analyst upgrade following its steep correction in September. Macquarie Research upgraded Roku to outperform on bullish views for international growth.

Roku Stock Rallies On Upgrade, Bullish View On International Growth

It's in a unique position to offer a new compelling ad format.

Roku's Flexing Its Smart TV Market Share

Roku shares jumped higher after Macquarie upgraded the stock, citing international growth opportunities and smart TV OS integrations.

Roku Stock Regains Ground After Analyst Upgrade

An analyst upgrades the streaming pioneer and boosts his price target. He sees platform revenue more than tripling in three years.

Did Roku Stock Just Bottom Out?

Roku Inc (NASDAQ: ROKU) has settled 36% below the all-time high it struck in September, and one analyst sees a buying opportunity.

Roku 'Will Find A Ready Market Abroad,' Macquarie Says In Upgrade

Roku has the potential to triple its user base in three years, growing internationally just like streaming giant Netflix did, according to Macquarie Research.

Roku upgraded and analyst predicts users will triple in 3 years

The streaming media specialist took several drastic hits in September, but that looks like a mistake.

Here's How Roku Shares Dropped 33% Last Month

Disney

3 Big Stocks to Watch With All-Time Highs This Week

Roku has been on fire for much of 2019, but can the streaming TV hardware and software provider sustain this pace?

Is Roku's 247% Stock Run So Far This Year a Fluke?

While the volatility impacting the Roku stock price has certainly been ugly, the underlining reality is that the streaming company has established a firm reputation for beating much larger rivals in the space.
The post The Real Story That is Driving ROKU Stock appeared first on InvestorPlace.

The Real Story That is Driving ROKU Stock

Walmart

The companies will offer low-cost, co-branded versions of Roku's audio products.

Roku Partners With Walmart to Sell Audio Gear

Amazon

Comcast

Roku (NASDAQ: ROKU) stock has seen a correction over the last few weeks, falling from around $151 at the end of August to around $100 currently. The sell-off has been driven by multiple factors including Comcast’s recent decision to offer its Xfinity Flex TV device for free to broadband customers

Can Amazon And Comcast Really Eat Roku’s Lunch?

Roku launches budget Walmart-branded soundbar and subwoofer

Even as the competition heats up, ROKU stock could still outperform.
The post The Sharks Are Circling, but I’m Still Standing by Roku Stock appeared first on InvestorPlace.

The Sharks Are Circling, but I’m Still Standing by Roku Stock

Roku stock has suffered a major drop in a short period of time.  True, the market is getting competitive.

News for Roku Stock (ROKU)