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.

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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.

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Cost of revenue

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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

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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

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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.

Amazon could soon add an ad-based tier, giving Roku a new revenue stream. Two analysts raised their price targets on Netflix, signaling enthusiasm for the streaming sector.

Why Roku Stock Popped Today

Amazon

Ulta Beauty

Amazon's recent investments into fulfillment could pay off big. Roku is the target of doubts right now but is a tremendous rebound candidate.

3 Growth Stocks to Buy in June

Roku reported a 17% growth in active accounts and a 20% increase in streaming hours in Q1, but saw a 5% decline in average revenue per user. The company is on track to achieve adjusted EBITDA profitability by FY 2024, with a current valuation of 2.2X forward price-to-revenue ratio. Despite the decline in monetization metrics, Roku's potential in the streaming and advertising markets makes it undervalued compared to Netflix.

Roku: Attractively Priced Growth Stock

Airbnb

Roku should get back to growth as the ad market recovers. Airbnb has a huge market opportunity, and the stock is well-priced.

2 Stocks Down 88% and 47% to Buy Right Now

American Superconductor

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Best Buy

EVgo

In recent months, I've discovered that Dr. Ed Yardeni, former Chief Economist of Prudential Equity Group, and Deutsche Bank, is one of my favorite analysts of stocks and the economy. That's because Yardeni, unlike many other analysts,  doesn't rely on long-held, yet unproven beliefs like “Interest rates are rising, so stocks will fall” to make his predictions.

The 7 Best Stocks to Buy on a Dip in June 2023

Home Depot

This e-commerce leader has multiple catalysts to deliver returns to shareholders. Investors are recognizing Roku's potential and the stock price is already climbing.

3 Spectacular Stocks Down Between 30% and 88% That Should Soar in a Bull Market

Etsy

Both Roku and Etsy have carved out unique market niches and show strong growth potential. Despite their high-growth potential, these stocks are currently trading at very affordable share prices.

2 Growth Stocks to Buy Before a Big Rally

Coinbase

Tesla

Cathie Wood thinks Tesla's market cap could exceed $6 trillion by 2027 thanks to robotaxis and full self-driving. Coinbase looks like the leading long-term crypto exchange.

3 Cathie Wood Stocks Expected to Rise 245% to 980% Over the Next Few Years

Roku, Inc. is the clear market leader in smart TV operating systems and continues to grow its user base. As an industry, streaming is taking share of TV from cable and free to air, benefiting Roku.

Roku Stock: Streaming Gatekeeper, But A Sell

Sluggish revenue growth and increased spending have resulted in net losses for Roku. But a focus on cost cutting could push operating margins much higher.

2 Factors That Could Lead Roku to Bigger Profits in 2023

Roku shares are up by around 40% in 2023, but still down nearly 90% from their mid-2021 peak. Roku's audience keeps growing, and engagement with its platform is also on the rise.

A Bull Market Is Coming: 3 Reasons to Buy Roku Stock

Block

Roku's leadership in streaming and the remaining opportunity should allow it to bounce back. Block's two core ecosystems are still going strong and should help it mitigate the threat from its Bitcoin-related business.

2 Beaten-Down Stocks I Own But Don't Expect to Sell Anytime Soon

Roku's latest financial results showed that net losses are stabilizing. Roku benefits from the growth of streaming, and it should do well once the ad market recovers fully.

Roku: Buy, Sell, or Hold?

Netflix

Netflix is keeping its leading streaming position, but it's posting mixed results as it fends off challengers. Roku's profitability has plummeted, but it's developing forward-thinking growth strategies.

Better Buy: Netflix vs. Roku

Roku, Inc. (NASDAQ:ROKU ) 18th Annual Needham Technology & Media Conference May 18, 2023 3:30 PM ET Company Participants Laura Martin - Managing Director, Senior Internet & Media Analyst, Needham & Company Conference Call Participants Conrad Grodd - VP of IR, Roku Steve Louden - CFO Laura Martin Good afternoon. I'm Laura Martin, Senior Media and Internet Analyst.

Roku, Inc. (ROKU) 18th Annual Needham Technology & Media Conference (Transcript)

Snap

Growth stocks were hot earlier this year, and some growth names are still relatively hot, as they have delivered much better Q1 year-over-year earnings growth metrics compared to 2022. However, I'd argue that most growth names are currently trading near a fair valuation right now, with some growth names like Nvidia (NASDAQ: NVDA ) trading at very steep prices.

3 Hot Growth Stocks Poised to Triple by 2030

Zoom Video

Cathie Wood's ARK Invest ETFs are on the rebound in 2023 after plunging in 2021 and 2022. Five ARK Invest stocks to watch include Tesla.

Best Cathie Wood Stocks To Watch: Coinbase, Block, Roku, Zoom Video; Tesla Rallies After Musk Comments

Roku is giving sports fans what they want—better access to women's live sports. The company announced Wednesday the launch of Women's Sports Zone, a new centralized hub that makes it easier for users to search, discover and stream women's sports programming, from live games, matches and events to on-demand and free content.

Roku launches new sports hub dedicated to women's sporting events

The recovery of the advertising industry is critical to Roku's future revenue growth. Management's shift from a growth-at-all-costs strategy to a disciplined growth strategy is best for the company long term.

Roku: Is It Worth Buying the Dip?

Shopify

The S&P 500 has spent the last 16 months in a bear market, but every past bear market has eventually ended in a new bull market. Shopify is the market leader in e-commerce software, and it aims to strengthen its competitive position by drawing larger brands to its platform.

A New Bull Market Is Coming: 2 Phenomenal Growth Stocks to Buy Now and Hold Forever

Best Cathie Wood Stocks To Watch: Coinbase, Block, Roku, Zoom Video; Tesla Skids On Elon Musk Tweet

Roku has been suffering due to an overall slowdown in the advertising technology industry. Although the company reported a big loss in the first quarter, engagement metrics remain strong.

1 Incredibly Undervalued Growth Stock to Buy Hand Over Fist In May

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Roku, Inc. (NASDAQ: ROKU) announced that outgoing Chief Financial Officer Steve Louden will present at the 18th Annual Needham Technology & Media Conference on May 18, 2023. Louden is scheduled to participate in a fireside conversation at 3:30 PM ET / 12:30 PM PT. A live webcast and replay will be available on Roku's Investor Relations site at https://www.roku.com/investor. About Roku, Inc. Roku pioneered streaming on TV. We connect users to the con.

Roku's Outgoing Chief Financial Officer to Present at Needham Technology & Media Conference

DraftKings

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Rivian Automotive

As interest rates continue to climb, there are plenty of overvalued hyper-growth stocks to avoid right now. This comes even as stocks, in particular growth stocks, have pulled back considerably since late 2021.

News for Roku Stock (ROKU)