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

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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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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.

Johnson & Johnson

Altria

Roku's stock price has fallen 83% from its peak in 2021. The rocket-powered growth stock trades at just 3.7 times sales, which is comparable to many sleepy value investments.

Here's My Top Growth Stock to Buy in 2023

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Roku (Nasdaq: ROKU) and the National Football League (NFL) announced the recently launched NFL Zone within the Roku Sports experience to kick off the 2023 NFL season. This strategic partnership between Roku and the NFL marks the first official league-branded zone within Roku's Sports experience. Available now, the NFL Zone offers football fans a centralized location to find live and upcoming games, so they can spend less time figuring out where to watch.

Roku's New NFL Zone Gives Fans Easy Access to NFL Games Right On Time for 2023 Season

Roku has fared well this year, rising by over 2x since early January, considerably outperforming the broader Nasdaq 100, which remains up by 40% over the same period.

Will Cost Cuts, Improving Growth Continue To Power The Roku Stock Rally?

Zoom Video

Roku and Zoom benefited when people were spending more time at home, but the reopening made things more challenging.

Best Growth Stocks: Roku Stock vs. Zoom Stock

Wall Street is expecting accelerating growth trends to continue. However, Roku hasn't demonstrated that it can generate consistent profits from its streaming business.

3 Things About Roku Stock That Smart Investors Know

Roku benefits from the broad secular growth of streaming entertainment. Macro headwinds should abate, and Roku should inch closer to profitability.

3 Reasons to Buy Roku, and 1 Reason to Sell

Roku is laying off 10% of its workforce, closing an office, and removing some content from The Roku Channel. Cutting those expenses now will cost a lot up front, but save money long-term.

Roku's Cutting Costs but Profits Still Won't Show Up Until Next Year

Roku has first-mover status in North America. The company benefits from network effects.

Can Roku Catch Up to Amazon and Other Mega-Cap Tech Competitors? No, But Here's Why It Doesn't Need To.

The industrywide downturn in the advertising market has weighed on Roku's results. The streaming pioneer just boosted its guidance and announced a series of additional cost cuts that should help return Roku to profitability.

This Could Be the Most Important News Roku Investors Hear This Year

Roku's strategic cost-cutting measures, including workforce reductions and hiring slowdown, have driven a surge in its stock price.

Roku Rocks on Cost-Cutting Measures: ETFs in Focus

A recent return to double-digit revenue growth is helping the bull case for the shares. Roku needs to become profitable to justify its valuation.

Is Roku Stock a Buy After Management Raised Its Guidance?

MercadoLibre

Roku's efforts in connected TV advertising should benefit as brands shift ad dollars to streaming media. MercadoLibre should benefit from the ongoing digitization of commerce, payments, and advertising in Latin America.

A Nasdaq Bull Market Is Coming: 2 No-Brainer Growth Stocks to Buy With $3,000 Right Now

Options traders are targeting Roku Inc (NASDAQ:ROKU) today, after the company is reduced its workforce by 10%.

Options Traders Target Roku Stock After Job Cuts

The company's share price has already doubled since the start of the year. Roku is cutting about 10% of its workforce, or 360 people, and it will limit new hiring as it cuts costs to stem a series of quarterly losses.

Roku stock surges as streaming service cuts 10% of its workforce

Roku Inc. said in a regulatory filing Wednesday, it will be laying off 10% of its workforce, or 360 people, as it raised its guidance for its third-quarter.

Roku stock jumps after company says it will lay off 10% of workforce

Roku Inc. (ROKU) shares rose about 8% in early trading Wednesday after the company said it would lay off 10% of its staff as a part of a broader cost-cutting strategy.

Roku Rallies On Impending Layoffs and Higher Guidance

Roku stock soared higher on Wednesday after the streaming service announced it would lay off 10% of its workforce — about 300 people — in an effort to cut costs.

Roku is laying off 10% of its workforce

The streaming platform also said it expects adjusted third-quarter revenue of between $835 million and $875 million, which is much better than what Wall Street was projecting.

Roku shares surge after plan to cut 10% of workforce, limit hiring

Roku raised its guidance for the upcoming quarter, showing strong top-line growth and smaller losses on the bottom line. Management is cutting expenses in various places, which will result in substantial one-time charges.

Why Roku Stock Soared Today

Exact Sciences

I disagree with Cathie Wood's stock picks much if not most of the time. For example, I believe that her huge bullishness on Bitcoin ( BTC-USD ) is completely misplaced, given the clear opposition of the U.S. government and most large American banks to cryptos.

The 3 Best Cathie Wood Stocks to Buy Now: September 2023

Roku's (ROKU) latest cost-cutting measures should attract additional investors to the streaming-device maker's stock, CNBC's Jim Cramer said Wednesday.

Jim Cramer says Roku getting serious about turning a profit is good news for the stock

Layoffs continue apace after more than 136,000 employees were cut by major U.S. companies in the first quarter of 2023.

2023 Layoff Tracker: Roku Slashes 10% Of Workforce

Roku stock surged after the streaming video platform predicted better-than-expected revenue this quarter and announced a restructuring.

Roku Stock Jumps After Streaming Video Platform Boosts Sales Forecast

Roku Inc (NASDAQ: ROKU) opened more than 10% up this morning after announcing plans of lowering its global headcount. Roku shares up on plans of cutting costs The streaming-media company expects the said layoff to affect about 10% of its employees.

Roku shares opened 13% up on Wednesday: here's why

A much-needed move by management should keep investors from selling Roku stock for now.

News for Roku Stock (ROKU)