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 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.

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Roku has returned to growth, making it good value here despite the stock's drop. ROKU stock is back to growth in terms of streaming.

Roku Has Returned to Growth, Making It Good Value Despite the Price Drop

A couple of the ARK Invest exchange-traded funds run by ETF star Cathie Wood made a sizable purchase on Friday.

Cathie Wood's ARK Invest Buys Nearly $48 Million Worth of Roku Shares

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Roku Inc (NASDAQ: ROKU) aims to develop over 50 original shows in the next two years as part of an effort to make it a destination for free content, the Wall Street Journal reports. Roku has expanded the Roku Channel's offerings beyond licensed shows to acquired shows, including short-form programs from defunct mobile-streaming service Quibi Inc.

Roku Targets Over 50 Original Shows In Next 2 Years

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Roku plans to develop more than 50 original shows over the next two years in a bid to drive more customers to its Roku Channel, according to a report.

Roku to develop more than 50 shows over next two years

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Better Buy: The Trade Desk vs. Roku

Cathie Wood's ARK Invest snapped up shares in streaming device maker Roku ROKU, -11.34% , as the stock plunged 11% after an analyst downgrade to sell. The ARK Innovation ETF ARKK, -1.85% bought $62 million worth of Roku, and the ARK Next Generation Internet ETF ARKW, -1.18% purchased $16 million of Roku stock, according to the firm's disclosure of its moves.

Cathie Wood's ARK pounces on Roku after analyst downgrade

Why Roku Stock Plunged Today

On Wednesday, Roku Inc. (NASDAQ:ROKU) shares plunged by more than 11% after receiving a rating downgrade from Moffett. The firm downgraded ROKU stock to sell from neutral, assigning a price target of $220.

Should you sell Roku stock as Moffett predicts a decline to $220?

Roku Inc (NASDAQ: ROKU) shares have lagged the S&P 500 in 2021, dropping 26% year-to-date. Roku's stock has had a wild ride in recent years, but investors may be wondering whether there's any value in Roku shares after the sell-off.

Is Roku's Stock Overvalued Or Undervalued?

Roku Inc. (NASDAQ:ROKU) shares were trading significantly lower Wednesday after MoffettNathanson analyst Michael Nathanson downgraded the stock from Neutral to Sell and lowered its price target from $330 to $220. Roku was down 11.43% at $244.87 ahead of the close.

Roku Stock Falls To Support: What's Next?

Shares of Roku Inc (NASDAQ: ROKU) are down more than 10% on Wednesday after MoffettNathanson downgraded the stock, saying estimates are “too damn high”. Michael Nathanson sees another 10% downside in Roku In a note this morning, Michael Nathanson downgraded Roku to “sell” with a price target of $220 that represents another 10% downside on […] The post Roku gets a downgrade: ‘every time I look at Roku, I want to sell it' appeared first on Invezz.

Roku gets a downgrade: ‘every time I look at Roku, I want to sell it'

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ROKU Stock Price Predictions: How Low One Analyst Thinks Roku Will Go

Shares of Roku Inc. are getting pummeled Wednesday after an analyst downgraded the stock and suggested that investors have misinterpreted the company's story as of late.

The Ratings Game: Roku stock plunges after downgrade; estimates ‘are just too damn high,' says analyst

Streaming concern Roku Inc   (NASDAQ:ROKU) is down 9.4% at $250.60 this morning, after MoffettNathanson downgraded the security to "sell" from "neutral," with a price-target cut to $220 from $330.

News for Roku Stock (ROKU)