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 2023

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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.

Freeport-McMoRan

JPMorgan Chase & Co

MGM Resorts

NextEra Energy

PayPal

Visa

In line with my long-held thesis, the U.S. economy is performing very well and growing quite rapidly, defying the bears' baseless belief that it was poised to enter a recession. Similarly, according to my previously articulated ideas, inflation has eased, and the Federal Reserve has been much less hawkish than the bears.

The Long Game: 7 Stocks for Long-Term Portfolio Stability

Trade Desk

Connected TVs are attracting a greater share of advertisers' dollars. The growing adoption of ad-supported streaming services is fueling the trend.

Surprise! Connected TV Is Dominating Global Advertising. That's Great News for The Trade Desk and Roku.

Roku's audience is still expanding. It is finally launching the Roku Channel on Google TV and Android TV.

3 Green Flags for Roku's Future

Roku partnered with Shopify on interactive ads. The approach might boost revenue while lessening Roku's reliance on the TV ad market.

Why Roku Stock Soared This Week

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Roku, Inc. (Nasdaq: ROKU) announced it will release second quarter 2023 financial results after the stock market closes on Thursday, July 27, 2023. The company will host a live webcast of its conference call to discuss the results at 2:00 PM Pacific Time on July 27. Participants may access the live webcast in listen-only mode from the Roku investor relations website. An archived webcast of the conference call will also be available on the Roku website f.

Roku to Announce Second Quarter 2023 Financial Results on July 27, 2023

Fiverr

Netflix

Netflix, Roku, and Fiverr may have seen significant price drops, but they're in a prime position for potential long-term growth. Understanding the difference between short-term setbacks and long-term potential is key when considering these undervalued stocks.

These Stocks Are Down More Than 35%, and I'm Not Worried at All

DoubleVerify Holdings

NEW YORK--(BUSINESS WIRE)--DoubleVerify (“DV”) (NYSE: DV), a leading software platform for digital media measurement, data and analytics, and Roku, Inc. (NASDAQ: ROKU), today announced that the companies will continue to collaborate and conduct investigations into emerging ad fraud schemes within the TV streaming industry. This initiative follows the significant success in working jointly to neutralize SmokeScreen, a sophisticated ad fraud scheme that targeted connected TV (CTV) devices. As ad.

After Stopping SmokeScreen, DoubleVerify and Roku to Continue Joint Investigations into Ad Fraud Schemes in Streaming

Roku just announced a first-of-its-kind partnership with one of the biggest names in e-commerce. The company is collaborating with Shopify to let viewers buy products directly from their television without ever getting off the couch.

Roku's Latest Move Is a Slam Dunk for Its Advertising Business

The market's seemingly insatiable appetite for tech stocks has been a huge tailwind for Roku shares. The stock is still far below the levels it was trading at early last year.

Why Roku Stock Has Already Surged 87% This Year

NEW YORK--(BUSINESS WIRE)--Roku (Nasdaq: ROKU), the No. 1 TV streaming platform in the U.S., Canada, and Mexico*, and FreeWheel today announced a new partnership that will bring forth a suite of industry solutions to unlock the full value of streaming TV for advertisers and publishers. As part of this collaboration, the two companies will be launching new technological offerings that aim to simplify, optimize and enhance TV streaming. The effort is especially timely and noteworthy as the indust.

Roku and FreeWheel Announce Strategic Partnership to Bring Roku's Leading Ad Tech to FreeWheel Customers

Shopify

ROKU partners with Shopify to allow viewers to directly purchase products from Shopify merchants using Roku Action Ads.

ROKU Partners With Shopify to Enable In-Stream Purchases on TV

Roku Inc. ( ROKU , Financial), the most widely used smart TV operating system in the United States, has yet to turn a profit despite years of strong revenue growth. From $320 million in 2015, the company's revenue has grown exponentially to hit $3.12 billion in 2022.

Roku Is Exploring New Ways to Grow

Shares of Roku Inc (NASDAQ: ROKU) opened about 5.0% up today after the streaming-media company announced a new partnership with Shopify Inc (NYSE: SHOP). Here's what we know so far Viewers will now be able to conveniently shop at the online store right from their television sets.

Roku just announced a partnership with Shopify: find out more

Roku stock is trading 85% higher in 2023, fueled recently by this week's partnership with Shopify. Shopify merchants will now be able to pay for ads on Roku's platform.

Is It Too Early or Too Late to Buy Roku After an 85% Pop in 2023?

Roku said on Monday that it has teamed up with e-commerce website builder Shopify to allow consumers to purchase products from Shopify merchants through its TVs. The TV streaming platform company said upon seeing an ad for a Shopify merchant, viewers can simply press “OK” on their remote to learn more about the product or to purchase it directly through Roku Pay, Roku's payments platform.

Roku shares jump on click-to-buy ad partnership with Shopify

Roku continues to flex its advertising solutions.

Roku and Shopify Team Up -- Here Is What Investors Should Know

Coinbase

Markets moved higher again on Tuesday. Roku announced a partnership with Shopify to provide for direct purchases from streaming TV ads.

Why These 2 Growth Stocks Are Flying Higher

Roku shares skyrocketed 11% on Tuesday after the TV streaming platform said it would enable viewers to seamlessly buy products from Shopify merchants directly from their streaming device.

Roku Shares Surge After New Ad Partnership With Shopify

Roku jumps on news of a shoppable advertising deal with Shopify. The company has faced a tough year for advertising and progress towards shoppable ads should change the trajectory of revenues. The stock is cheap below 3x '24 sales targets that appear very conservative considering the current engagement growth rates.

Roku: In Breakout Mode After Deal With Shopify

Roku Inc  (NASDAQ:ROKU) announced a partnership with with Shopify (SHOP) earlier that will enable viewers to buy products through their TVs from the e-commerce name's merchants.

Options Bulls Target Roku on New Shopify Partnership

Roku stock jumped after the streaming video platform announced a partnership with Shopify involving interactive ads.

Roku Stock Hits Buy Point On E-Commerce Tie-Up With Shopify

Roku (NASDAQ: ROKU ) dazzled investors amid another soft session on Wall Street Tuesday. Catalyzing sentiment was management's announcement of a first-of-its-kind partnership with e-commerce giant Shopify (NYSE: SHOP ).

Why Is Roku Stock Up 11% Today?

Shares of Roku Inc. ROKU, +10.47% were surging more than 10% in Tuesday trading after the company said it would partner with Shopify Inc. SHOP, +1.10% on an initiative that would let consumers shop from their television sets. Shopify shares were up about 1%.

Roku stock rockets after company announces Shopify partnership for shoppable TV ads

The deal will make it easier for people to immediately buy things advertised on screen.

Roku Soars on Shopify Deal for Click-to-Buy TV Ads

ROKU appoints Shan Boodram as the host for its innovative relationship experiment series, The Marriage Pact.

News for Roku Stock (ROKU)