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.

Adobe

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One day after investment bank Morgan Stanley downgraded Roku stock, another Wall Street firm called the streaming video platform a screaming buy. Roku rose Tuesday on the vote of confidence.

Roku Stock Gets Vote Of Confidence After Big Drop

Roku Inc. shares ROKU, +6.86% are up 6% in Tuesday morning trading after Needham analyst Laura Martin raised her price target on the stock to $200 from $150.

Roku stock bounces after Needham gets more upbeat

After its momentous 2019 run, is Roku's future growth in doubt?

Roku Stock Slumps on Analyst Call, but Sell Conclusion Is Faulty

Bank of America

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Options trading was buzzing Monday in Roku, Bank of America and Ford stock. Here are the metrics that matter moving forward.

Tuesday’s Vital Data: Roku, Bank of America and Ford

One analyst thinks so. But is he underestimating the streaming-TV platform specialist's long-term growth story?

Is Roku Stock Overvalued?

Roku Inc (NASDAQ: ROKU) slipped 15% Monday on a Morgan Stanley downgrade. The scenario presented a fortunate buy opportunity for one market expert.

Needham: Buy The Dip In Roku

Roku shares are incredibly expensive, and growth may be about to decelerate.

Morgan Stanley Says to Sell Roku

APA Corporation

There was some discouraging news for a streaming video hardware purveyor and an oil company busy in South America.

2 Stocks That Got Slapped on Monday

A major Wall Street investment bank thinks the streaming star's shares could fall as much as 20%.

Roku Stock Plunges After Analyst Slashes Rating

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Find out how an unexpected tragedy hit one of these stocks.

Why Roku, Ollie's Bargain Outlet Holdings, and Lexicon Pharmaceuticals Slumped Today

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Roku, Bristol-Myers Squibb, Bank of America and Gogo were our top stock trades for Tuesday. Here's a look at the charts.

4 Top Stock Trades for Tuesday: ROKU, GOGO, BAC, BMY

Roku (ROKU) news for Monday about a downgrade from Morgan Stanely and a new price target has ROKU stock taking a beating.
The post Roku News: ROKU Stock Plunges 14% on Morgan Stanley Downgrade appeared first on InvestorPlace.

Roku News: ROKU Stock Plunges 14% on Morgan Stanley Downgrade

Roku Inc's  high-flying stock tumbled 15% on Monday after Morgan Stanley downgraded the video streaming company, warning that revenue and profit growth could slow next year.

Roku tumbles 15% as Morgan Stanley warns of streaming 'exuberance'

The top 10 performers this year in the S&P 500 are all in the red on the first trading day of December.

Investors kick off December by bailing on hot momentum stocks like Roku

If you didn't listen to Monday's PreMarket Prep Show, then you may be clueless as to why market is under selling pressure in today's session.

PreMarket Prep Recap: Roku Downgrade Makes Markets Go Cuckoo

Roku Inc. (NASDAQ: ROKU) shares were crushed on Monday after one key analyst came out with a report positing that the rally may be over for this stock.

Is the Rally Finally Over for Roku? Morgan Stanley Thinks So

Morgan Stanley takes an axe to bulls' buy thesis.

Why Roku Stock Just Tumbled 14.5%

Investment bank Morgan Stanley on Monday turned bearish on streaming video platform Roku, saying the Los Gatos, Calif.-based company is overvalued.

Roku Stock Falls As Morgan Stanley Turns Bearish On Streaming Video Firm

Roku Inc (NASDAQ: ROKU) has traded up 400% this year on streaming hype. The market’s enthusiasm leaves one otherwise-bullish analyst cautious.

Roku Falls On Morgan Stanley Downgrade, Analyst Thinks Revenue Growth Will Slow In 2020

Morgan Stanley lowered its rating on Roku to underweight from equal-weight on Monday.

Morgan Stanley downgrades Roku, one of the hottest stocks of 2019: 'It's all priced in'

Long term, Roku stock will march significantly higher. Near term, valuation friction could cause some choppiness in shares.

For Now, Watch out for Valuation Risks on Roku Stock

Disney

Even with the debut of new "competing" services, app downloads are booming for the streaming pioneer.

News for Roku Stock (ROKU)