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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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.

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$3,000 Invested in These 3 Stocks Could Make You a Fortune Over the Next 10 Years

Roku stock continues to have strong near-term and longer-term catalysts. As a result, I continue to recommend that investors buy the shares.

Strong Results Mean Roku Stock Should Head Higher

Roku (ROKU) saw a big move last session, as its shares jumped more than 13% on the day, amid huge volumes.

Roku (ROKU) in Focus: Stock Moves 13.3% Higher

This media-streaming veteran is trading at a coronavirus discount today, even though the company actually benefits from the COVID-19 crisis.

The 1 Stock I'd Buy Right Now (ROKU)

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UnitedHealth Group

Goldman Sachs, Citigroup, UnitedHealth Group and Roku were our top stock trades for Thursday. That said, here's a look at the charts.

4 Top Stock Trades for Thursday: GS, C, ROKU, UNH

Amazon

Disney

Netflix

Cord-cutting is accelerating during the coronavirus pandemic.

Why Streaming Stocks Could Be the Big Winners in the Bear Market

Roku's Q1 results were better than expected, but the near future is murky.

5 Important Takeaways From Roku's First-Quarter Update

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Alphabet

The State of the Streaming Market in Europe

This fast-growing streaming platform should be on your radar.

Forget Amazon, Roku Is a Better Growth Stock

Even though Roku (ROKU) provides an impressive first-quarter 2020 outlook, it shares the bracket of other global companies who either scrap their guidance or caution against estimate misses.

ROKU's Q1 Estimates Bullish, 2020 View Invalid on Coronavirus Woes

ROKU stock is up a whopping 80% from its lows over the past month. Here's why this big rally isn't over just yet.

4 Big Reasons Roku Stock Will Continue to Run Toward $130

This morning, Oppenheimer raised their price target for Roku’s stock (ROKU) from $110 to $120 on the company’s Q1 pre-announcement. Oppenheimer believes the slowdown in digital advertising sales may impact ROKU less than other players given their ability to sell inventory 30 days in advance.

ROKU Price Target Raised At Oppenheimer but Cycles Point to Caution

Roku (ROKU) stock is on the rise Tuesday after providing a promising business update to its investors with Q1 result estimates.
The post ROKU Stock Surges 10% on Promising Q1 Growth Numbers appeared first on InvestorPlace.

ROKU Stock Surges 10% on Promising Q1 Growth Numbers

Charter Communications

Comcast

Twenty-First Century Fox

AT&T

Twitter

Not only is cable and streaming activity up but the consumption of media, especially news, is surging. All of this is good news for media stocks.

7 Media Stocks That Will Power Higher After the Pandemic Subsides

Roku shares moved higher after preliminary numbers showed growth in operational metrics, although the company pulled its full-year guidance.

Roku Stock Breaks Out After Preliminary Q1 Numbers

Roku Inc. (NASDAQ: ROKU) shares jumped on Tuesday after the company provided an update on its first quarter.

What This Update Means for Roku Stock

Roku Inc (NASDAQ: ROKU) estimates that it gained 3 million new accounts in the first quarter and saw streaming hours increase 49% year-over-year — partly thanks to global shelter-at-home orders.

Roku Analysts On Streaming Growth, Early Q1 Data: 'Path To Profitability Is Unclear'

It's an interesting metric Roku doesn't really talk about. Let's talk about it.

Roku Users Are Streaming More Than 3.6 Hours a Day

The streaming-TV platform provider's first-quarter revenue looks poised to easily beat analyst estimates.

Why Roku Stock Surged Higher on Tuesday

Streaming video platform Roku revealed better-than-expected user growth in the first quarter but withdrew its full-year outlook due to economic uncertainties from the Covid-19 pandemic.
The post Roku Stock Jumps As Streaming Video Platform Reveals Big User Growth appeared first on Investor's Business Daily.

Roku Stock Jumps As Streaming Video Platform Reveals Big User Growth

The company raised its first quarter guidance but pulled its full year outlook due to uncertainty around the pandemic.

Roku shares climb 9% on strong growth in streaming hours during coronavirus

The streaming pioneer announced two key metrics that give investors keen insight into its first-quarter results.

Roku Preliminary Q1 Results Point to Another Blockbuster Quarter

Roku Inc. (NASDAQ:ROKU) announced the preliminary revenue for the first quarter on Monday that came out stronger than what the experts had forecast. The company cited a significant increase in demand for its content platform and video streaming devices as people look for means to entertain themselves during the Coronavirus pandemic that has restricted them to their homes.

News for Roku Stock (ROKU)