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.

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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.

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Shares of Roku surged on acquisition rumors yesterday. Rumors are due to a customary 8-K filing Roku submitted and take-over rumors are not justified.

Roku: Don't Act On Acquisition Rumors

Shopify

[Editor's note: “Divergence Transforms Volatility Into Massive Market Gains ” was previously published in May 2022 . It has since been updated to include the most relevant information available.

Divergence Transforms Volatility Into Massive Market Gains

Investors should know about the takeover rumors surrounding the company.

The Reason Roku Stock Soared on Thursday

September 15, 2022, was not a great trading day for the stock market, as both the S&P 500 and the

Why Roku stock is surging despite sea of red? Here's what we know

Takeover speculation is mounting for the streaming pioneer.

Why Roku Stock Popped Thursday Morning

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Roku, Inc. (Nasdaq: ROKU) announced findings from its 2022 Annual Holiday Consumer Shopping study in partnership with The Harris Poll. This year's survey of nearly 2,000 U.S. adults who plan to purchase gifts finds that holiday shoppers plan to shop earlier, increase spend, and turn to TV streaming for entertainment and information. “The holidays reveal the shopping trends that will shape the year ahead,” said Asaf Davidov, Head of Ad Measurement and Re

Roku and Harris Poll 2022 Survey Reveal Holiday Shoppers Expect to Increase Spending on Gifts and Shop Earlier

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The disruptive growth investor remains confident in the long-term potential of these stocks

Cathie Wood Doubles Down on Conviction Picks in Tuesday's Market Rout

Tech stocks were hit hard on Tuesday after the U.S. Bureau of Labour Statistics said inflation, in August, was up 0.1% (month-over-month). Cathie Wood went on a buying spree But Cathie Wood – Founder of Ark Invest used the dip as an opportunity to load up on “27” stocks in total.

Cathie Wood bought these three tech stocks after the CPI print

DraftKings

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Source: rhendrikdwenz via Shutterstock Aggressive growth fund manager Cathie Wood is among the most-watched investors in the game right now. Known for her big bets on innovation, Wood has transformed how many investors think about positioning portfolios.

5 Stocks Cathie Wood Just Bought on the Dip

Cathie Wood went on a stock-buying spree on the same day the Nasdaq saw its worst day since March 2020 on fears on a jumbo Fed rate hike.

Cathie Wood's Ark Invest bought the dip in 27 stocks as the Nasdaq saw its worst day in 2 years

Ark Invest bought $17 million worth of Roku and $16 million worth of Zoom, as Wood continues to bet on the flailing stocks turn around.

Cathie Wood Spent Over $40 Million Buying These Plunging Tech Stocks During Inflation-Spurred Market Crash

Why Is Everyone Talking About Roku Stock?

Roku (NASDAQ:ROKU), Zoom Video Comms (NASDAQ:ZM) – Cathie Wood's Ark Invest Adds Over $16M Each In Roku, Zoom Video Communications Stock

Rising recession fears could hurt the digital-advertising business.

Why Roku Stock Was Down on Tuesday

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When choosing the best retirement stocks for Gen-Z investors, I selected the shares of rapidly growing companies that have exceptionally strong products, face little competition and are either profitable or very well-positioned to become profitable. When picking stocks that you intend to buy and hold for decades, it's important to identify companies that have excellent chances of generating great financial results for many years.

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Netflix

At first glance, this looks like a match made in heaven. So why won't the two media-streaming giants tie the proverbial knot?

Should Netflix Buy Roku?

This industry leader could soar as streaming services continue to gain popularity with consumers.

Down 85% From Its High, This Top Growth Stock Is a Screaming Buy

Roku and The Trade Desk are media technology companies that have experienced a lot of growth over the last couple of years. The recent performance and the near-term outlook are very different, however.

The Trade Desk Vs. Roku Stock: The Better Buy

These beaten-down growth stocks are begging to be bought in September.

The Next Bull Market Is Coming: 2 Growth Stocks Down 68% and 74% to Buy Now

Alongside its fall hardware update, which included new streaming and audio devices, Roku today unveiled the features it has in store for the next version of its media software, Roku OS 11.5.

Roku's latest update adds short-form video, a universal save list and ‘continue watching' feature

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Roku, Inc. (NASDAQ: ROKU) announced the latest enhancements coming to Roku's operating system, giving users a more convenient and efficient experience for discovering, accessing, and streaming entertainment. In the coming months, the company will introduce an all-new content discovery experience, The Buzz, to the Roku Home Screen Menu as well as two significant updates to its What to Watch feature, Continue Watching and an expanded platform-wide Save Li

Roku Launches OS 11.5 and New Software Features, Making Streaming More Seamless Than Ever

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (NASDAQ: ROKU) today announced two new products in their device lineup, the Roku Express player and Roku Wireless Bass, continuing Roku's commitment to providing a best-in-class streaming experience at accessible price points. Now with dual-band Wi-Fi®, the Roku Express is more powerful than before and comes ready to stream, with a simple remote, increased storage, HDMI® Cable, and an extensive library of free, live, and premium TV selections. The n

Roku Introduces the 2022 Roku Express and All-New Roku Wireless Bass

Today, Roku announced the launch of new and updated devices, the 2022 version of the Roku Express streaming player and a new product called Roku Wireless Bass, alongside its latest software update, Roku OS 11.5. This year's Roku Express player is an upgrade from the existing Roku Express, now including dual-band Wi-Fi and additional storage.

Roku reveals an upgraded Roku Express streaming player and a smaller subwoofer

Walmart

At the end of Q2 Roku announced a partnership with Walmart to develop new technology that will allow viewers to use their TV remote during a commercial to select a product and go straight to checkout using Roku's payment application, Roku Pay.

News for Roku Stock (ROKU)