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

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.

Shares of Roku Inc (NASDAQ: ROKU) are up in after-hours trading after beating third-quarter earnings estimates with strong advertising growth.  Financials: In the third quarter, Roku had revenue of $451.7 million.

Roku's 90% Video Advertising Growth Powers Company To Huge Q3 Revenue Beat

Shares in Roku rose in after-hours trading, following an upswing during the main Thursday session, after the company released third-quarter results well above Wall Street expectations. Revenue jumped 73% from the year-ago period and profit reached 9 cents a diluted share, compared with a loss of 22 cents a share a year ago. The consensus...

Roku Shares Rise As Q3 Results Bash Estimates, Platform Hits 46M Active Accounts

Roku Inc. reported a surprise profit as well as revenue that easily exceeded expectations, but shares dipped in late trading Thursday.

Earnings Results: Roku delivers surprise profit and large revenue beat, but stock falls

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (NASDAQ:ROKU) today released third quarter 2020 results. Visit the Roku investor relations website https://ir.roku.com/investor-relations to view the third quarter 2020 letter to shareholders. The company will host a webcast of its conference call to discuss the results today at 2:00 p.m. Pacific Time. Participants may access the live webcast in listen-only mode on the Roku investor relations website. An archived webcast of the conference call will

Roku Releases Third Quarter 2020 Financial Results

Greenhaven Road Capital recently released its Q3 2020 Investor Letter, a copy of which you can download here. Greenhaven's estimated returns for the third quarter totaled approximately +50% net of fees and expenses. August was the best month in the partnership history. The net result is that both funds are up around 55% for the year, comparing favorably to the Russell 2000, which ended September down -8.7% year to date. You should check out Greenhaven Road Capital's top 5 stock picks for investors to buy right now, which could be the biggest winners of this year.

Why Roku (ROKU) Stock is a Compelling Investment Case

Roku is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Is a Surprise Coming for Roku This Earnings Season?

Roku is now worth nearly $26 billion, and may soon be too big for the most logical acquirers to buy. The post At These Prices, the Clock Might Be Ticking on Roku Stock appeared first on InvestorPlace.

At These Prices, the Clock Might Be Ticking on Roku Stock

Roku is one of only a few pure-play streaming TV stocks and its shares rest about 15% off their highs heading into the release of its Q3 FY20 financial results that are due out after the closing bell on Thursday, November 5.

Buy Roku Stock Before Earnings as Long-Term Streaming Investment?

Alibaba

PayPal

Comcast

SolarEdge Technologies

PayPal, Comcast, Roku, SolarEdge and Alibaba were our top stock trades for Wednesday. Let's look at the charts as the election gets underway.

5 Top Stock Trades for Wednesday: PYPL, CMCSA, ROKU, BABA, SEDG

Roku (NASDAQ: ROKU) shares were trading lower on Tuesday after a report emerged that Comcast (NASDAQ: CMCSA) could be eyeing the smart TV market and is in talks with Walmart (NYSE: WMT) to distribute smart TVs. What To Know: Comcast and Walmart are looking to join forces to become a dominant hub for streaming apps as well as TV channels, according to The Wall Street Journal, citing people familiar with the matter,

Roku Dips As Comcast Could Be Eyeing Smart TV Market

The streaming TV platform reports third-quarter results on Thursday.

With Ad Spending Bouncing Back, Can Roku Beat on Earnings?

Wedbush analyst Michael Pachter has increased the price target of Roku Inc (NASDAQ: ROKU) from $160 to $220. These are the details.

ROKU Stock: $220 Price Target By Wedbush

The streaming platform provider reports earnings on Nov. 5.

Roku Earnings Preview: What Investors Will Be Watching

Wedbush can't quite recommend Roku stock -- but does say it's worth more than it costs.

Why Roku Stock Is Rocking -- Up 5% Monday Morning

Netflix

Spotify

The high-flying media-streaming stocks took a beating on Friday, amplifying a generally weak day for the broader market.

Why Netflix, Spotify, and Roku Stock Crashed Today

Roku (ROKU) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Roku (ROKU) Expected to Beat Earnings Estimates: What to Know Ahead of Q3 Release

Media companies are spending more on streaming, which means more for Roku.

Roku's Winning as Streamers Compete

At the end of February we announced the arrival of the first US recession since 2009 and we predicted that the market will decline by at least 20% in ( Recession is Imminent: We Need A Travel Ban NOW ). In these volatile markets we scrutinize hedge fund filings to get a reading on which direction each stock might be going. In this article, we will take a closer look at hedge fund sentiment towards Roku, Inc. (NASDAQ:ROKU).

Were Hedge Funds Right About Roku, Inc. (ROKU)?

Investors typically mistake Roku as a company selling only low margin hardware but Roku derives most of its revenue through advertising. Roku needs to improve its monetization to improve its future valuation.

Roku: An Over-The-Top Service

Roku's business model sets it up for massive organic growth through network effects and long-term success. Last quarter's results stood strong amidst a global contraction in ad-spend; sources point to a resurgence in digital ad spending in Q3/Q4.

Buy Roku And Brace For The Ad Wave

Apple

Aimmune Therapeutics

Disney

Energy Transfer LP Unit

Freeport-McMoRan

Hercules Capital

Luckin Coffee

PennyMac Financial Services

Wayfair

Investors don't need a crystal ball to see how major trends in sectors such as e-commerce and biotech are supporting the best stocks in 2020. The post 10 Best Stocks for 2020: Megatrends Support This Year's Biggest Winners appeared first on InvestorPlace.

10 Best Stocks for 2020: Megatrends Support This Year's Biggest Winners

Peloton

Block

Tesla

Zoom Video

"Earnings themselves are simply an abstraction for these thesis stocks and any disappointment is simply one more reason to buy them," CNBC's Jim Cramer said of stocks including Zoom, Roku, Peloton and Netflix.

Jim Cramer says these 7 'thesis' stocks, including Peloton and Netflix, will go higher until coronavirus is controlled

Magnite

Connected TV is here to stay. Now, about those advertisements.

Better Buy: Roku vs. Magnite

While Roku Inc's (NASDAQ: ROKU) TV operating system retains a competitive advantage, concerns over whether a lack of advertising revenue share with TV OEMs is impeding growth seem overdone, according to BofA Securities. The Roku Analyst: Ruplu Bhattacharya maintained a Buy rating on Roku and raised the price target from $227 to $245.

BofA Brushes Aside Roku Investor Concerns, Raises Price Target

It might take a while for the streaming TV platform's ambitions abroad to become meaningful.

News for Roku Stock (ROKU)