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.

Roku will produce lower-cost versions of its new Smart Soundbar and Wireless Subwoofer for Walmart under the retailer’s own onn brand, the company announced this morning. While already Roku offers distinct versions of some of its streaming media players exclusively for retailers like Walmart and Best Buy, the company had briefly mentioned a larger deal […]

Roku to launch low-cost versions of its soundbar and subwoofer under Walmart’s onn brand

For 17 years, Roku had been in the hardware business. It was the leading provider of physical streaming boxes. 41 million American households now own a Roku device.

Roku: Netflix's Worst Nightmare Is Your Great Opportunity

Roku stock has been pulverized from its excessive highs. Now investors have an opportunity to start nibbling on the name.

Roku Stock May Finally Be a Buy After Its 40% Decline 

Amazon

Disney

Netflix

Battles over advertising on and for streaming content are breaking out as media companies fight to establish themselves in the increasingly crowded new part of the entertainment industry.

The Latest Battle In The Streaming Wars: Advertising

The user base for both streaming platforms is growing faster than the rest of the industry and that has ad sales implications.

Amazon and Roku Are Becoming a Duopoly in Connected TV

Shares of ROKU are down more than 40% thanks to increased competition from companies like Apple. Here are three reasons why it doesn't matter.

3 Reasons to Buy the Drop in Roku Stock

The story of a hero that September did no justice September brought the worst weekly performance for Roku Inc.

Despite Heavy Blows, Roku Is More Than Ready To Lift-Off Again

ROKU has put together several days of modest gains, showing signs that the September selloff that gutted Roku stock is over.
The post The Panic in Roku Stock Might Be Over appeared first on InvestorPlace.

The Panic in Roku Stock Might Be Over

The ROKU stock price has fallen 40% in the last few weeks -- but the declines can continue. The stock remains overpriced.

Plunging Roku Stock Price Still Is Not a Buying Opportunity

Roku stock has no real moat to protect itself. Cable providers will copy Comcast in providing streaming devices for free.

Avoid High-Flying Roku Stock As Cable Providers Adapt to Cord-Cutting

The streaming TV platform's stock has been falling sharply, but it's still got a long way to go before becoming a bargain.

Is Roku a Buy at $100?

Our price target and BUY rating is being maintained despite the September sell-off.

Roku - Maintaining Our Price Target During Panicked September Sell-Off

Apple

AT&T

In a fractured market, companies that allow customers to stack services can prosper.

The Two Types of Streaming "Hubs" and Why They Matter

Roku and Fire TV want to live in your television set.

Smart TVs Are the Most Important Front in the Platform Wars

Although the ROKU stock price took a sizable discount based on a short-seller’s report, looking into the details reveal a much more positive outlook for the OTT maker longer term.

3 Reasons to Hold Your Nose and Buy Roku Stock

Roku (NASDAQ: ROKU) stock is up 4x this year, driven by the growth of its platform business, which sells ads and distributes streaming video content. While revenues of the platform business have grown at a CAGR of over 100% over the last 3 years, the media players business.

Roku’s Low-Margin Players Business Remains Crucial To Its Growth

McDonald's

Target

A discount retailer, leading streaming player, and global restaurant chain have what it takes to survive the next recessionary downturn.

3 Stocks to Buy  Ahead of the  Next Market Crash

Tesla

Tesla drops as lawsuit details emerge, and Roku stock keeps falling.

Stock Market News Today: Sept. 24, 2019

Shares of Roku Inc. ROKU, -5.47% dropped 5.4% in morning trading Tuesday, and has now plunged 40% in a little over two weeks, but Oppenheimer analyst Jason Helfstein said that the recent selloff has created a "buying opportunity" as it just represents just an unwind in momentum stocks.

Roku's stock drops again; Oppenheimer defends more bullish view

Roku shares have plummeted roughly 30% since September 17 after Wall Street and investors fled the stock after Comcast (CMCSA) and Facebook (FB) made headlines in the streaming TV device market. So is now the time to buy Roku stock?

Time to Buy Roku Stock on the Dip After Streaming TV Competition Selloff?

Unproven competition fears and an overly aggressively bearish analyst call send a panic-stricken ROKU stock reeling, but buying a technical bottom is entirely another story for the time being.  
The post Why ROKU Stock Is Still an Unfit Stock to Buy appeared first on InvestorPlace.

Why ROKU Stock Is Still an Unfit Stock to Buy

Roku Inc. (ROKU) has had a massive 2019 rally, which took the stock up a mind-boggling 450%. But the streaming media company took a hit last  Wednesday after a media giant, Comcast, made a move that undercuts the makers of streaming-media players.

Roku Could Be In For More Downside

Roku could be in trouble. Competition from much bigger companies is coming to the streaming market, and investors are bailing out of Roku's stock.

Roku has lost 40% of its value as competition heats up

Though it is not necessarily game over for ROKU, the sellers are in control. But, there are still ways to profit from three support zones.

It Is Not ‘Game Over’ for Roku Stock

Options trading was buzzing in Roku, Netflix, and Amazon on Friday. Here are the metrics that matter moving forward.

News for Roku Stock (ROKU)