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

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Purchase/sale of investments

Purchase/sale of business

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Cash from financing

Change in stock

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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.

Quibi is dead, but its shows will live on. The Wall Street Journal reported last week that Roku was in talks to acquire the short-form video service's content, and this morning, Roku announced that it has indeed reached a deal for the exclusive distribution rights to all of Quibi's programs.

Roku acquires Quibi's content

3 Reasons Roku Surpassed Amazon's User Base in 2020

Roku Inc. announced Friday morning that it has purchased the distribution rights to more than 75 shows and documentaries produced by Quibi. The company plans to make the shows available for free to Roku users on an ad-supported basis this year.

Roku stock gains after company confirms deal for Quibi catalog

Streaming company Roku announced Friday that it has acquired the rights to Quibi's content following the shut-down of the short-form video platform late last year.  The Roku Channel, Roku's free streaming channel for TV, movies, sports, and news, will now be the home of more than 75 shows and documentaries created by Quibi, Roku said. The content will be free for Roku users throughout 2021, though viewers will be shown ads. Terms of the deal were not announced.

Roku has acquired the rights to original content from Quibi, the mobile-video app that shut down last year after only 6 months (ROKU)

Quibi, the failed mobile-first streaming service, didn't even have a Roku app for months after launch.

Roku to buy Quibi's shows to stream free with ads on Roku Channel

In its first major original programming foray, Roku has bought exclusive global distribution rights to the portfolio of Quibi, the recently shuttered mobile-only streaming venture fronted by Jeffrey Katzenberg. The acquisition covers most of the Quibi library, but some daily news shows are not part of the package. A key draw for Roku is the...

Roku Confirms Quibi Deal, Taking Exclusive Global Rights To Dozens Of Shows

Roku will make the Quibi content available for free on an ad-supported basis to all Roku users, starting this year.

Roku is buying Quibi's TV shows and documentaries

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (NASDAQ: ROKU) announced today that The Roku Channel will become the exclusive place to stream more than 75 premium shows and documentaries that Quibi created in conjunction with Hollywood's leading studios and production companies. Roku acquired the exclusive global distribution rights to Quibi's award-winning shows and will make the content available for free on an ad-supported basis in 2021 to all Roku users. The Quibi content includes Emmy award

Roku Acquires Quibi's Global Content Distribution Rights

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (Nasdaq: ROKU) today announced that Roku® OS was the No. 1 smart TV OS sold in the U.S. and Canada according to NPD's Weekly Retail Tracking Service. Roku TV™ held 38% of market share in the US and 31% in Canada, based on available data from January 5 through December 26, 2020, maintaining the lead spot in both regions.* In North America, millions of Roku TV models were sold across thousands of retail stores offering consumers hundreds of models to

Roku TV Is No. 1 Selling Smart TV Operating System (OS) in U.S. and Canada

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These megatrends offer the potential to generate significant returns.

6 Stocks Riding Unstoppable Trends That Will Make You Richer in 2021 (and Beyond)

Streaming device maker Roku hit a record share price on news this week of better-than-expected user numbers, growing Roku Channel viewership, and an analyst upgrade. Share prices rocketed upward 10.6 percent on Thursday.

Roku Shares Soar 10.6 Percent On Upgrade, Higher User Numbers

Needham's Laura Martin raised her Roku price target to $400 from $315 in a note, maintaining a Buy rating.

Roku Stock Is Climbing Because It Won Streaming

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Over halfway through the trading day on Thursday, and the broad markets are making a run into the afternoon.

Domino's, FedEx, Lockheed, Roku and More of Tuesday Afternoon's Analyst Calls

Roku (ROKU) witnessed strong growth in active accounts and streaming hours that reflects increasing cord cutting by U.S. households.

ROKU's Active Accounts Hit 51.2 Million on Cord-Cutting

There are now more than 50 million active accounts on the platform.

Roku Added Over 14 Million Accounts Last Year

Shares of Roku Inc. are up more than 2% in premarket trading Thursday after Needham analyst Laura Martin upped her price target on the stock to $400 from $315. Her increased price target comes after Roku disclosed better-than-expected preliminary active-account and streaming-hours metrics for the fourth quarter.

Roku stock gains after Needham boosts price target

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My 3 Best Stocks to Buy in 2021

Roku Inc stock (NASDAQ: ROKU), a company that sells streaming media players, digital content, and advertising, saw its stock rally by an impressive 135% in the last one year. Compared to its lows of March 2020, the stock is currently up a whopping 420%, with its market cap standing at close to $43.

Roku Stock: Potential To Hit $500?

Streaming video platform Roku revealed Wednesday that its active accounts surged 39% in 2020 as cord-cutting activity increased amid the economic fallout from the Covid-19 pandemic. The post Roku Blows Past 50 Million Active Users As Cord Cutting Accelerates appeared first on Investor's Business Daily.

Roku Blows Past 50 Million Active Users As Cord Cutting Accelerates

Streaming stick-maker Roku said Wednesday that it had a booming fourth-quarter, ending the year with 51 million new accounts, putting it neck-and-neck with Amazon Fire TV. Shares of Roku rose nearly 4 percent in midday-trading.

Roku tops 50 million subscribers as streaming surges amid pandemic

Roku Inc. (NASDAQ: ROKU) shares are trading higher after the company announced a milestone of 50 million active accounts on its streaming video platform. The Numbers: Roku said preliminary estimated data shows the company ended 2020 with a net gain of 14 million active accounts at 51.2 million.

Roku Hits 50M Active Account Milestone; CEO Talks Competition, Strategy

Many highflying technology stocks are declining today, but Roku is bucking the trend after a news release.

Why Roku Dropped, Then Jumped Today

Shares of Roku are up over 3% Wednesday as the streaming company announced it broke the 50 million active account milestone in the fourth quarter. Active accounts at Roku increased by approximately 14 million in 2020 alone, and the streaming company boasted a 55% year-over-year increase in streaming hours.

Roku climbs as the streaming company breaks the 50 million active account milestone (ROKU)

The company is perfectly positioned to benefit from massive tailwinds in streaming -- and its Q4 preliminary results preview some impressive momentum.

Consumers Are Flocking to Roku's Platform

Amazon last month touted over 50 million active users on its Fire TV devices.

News for Roku Stock (ROKU)