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 Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

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Earnings data Q1 2024

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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.

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.

FuboTV

Netflix

This morning's wholesale price-inflation reading showed a decline in March. It could signal an approaching end to the Fed's interest rate increases.

Why Netflix, Roku, and FuboTV Surged Today

Roku is one of those stocks which soared during the pandemic but now trade lower than pre-pandemic levels. Growth was supposed to accelerate after the company finished lapping tough pandemic comps.

Roku: Investors Grow Increasingly Impatient On Growth Story

Roku, Inc.'s trends have greatly deteriorated since Q2 of 2022. A weak ad market as well as a report on streaming ads running when TVs are turned off could be to blame.

Roku's Financials Are Ugly

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Roku, Inc. (Nasdaq: ROKU) announced it will release first quarter 2023 financial results after the stock market closes on Wednesday, April 26, 2023. The company will host a live webcast of its conference call to discuss the results at 2:00 PM Pacific Time on April 26. Participants may access the live webcast in listen-only mode from the Roku investor relations website.

Roku to Announce First Quarter 2023 Financial Results on April 26, 2023

Coinbase

Tesla

Zoom Video

Block

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.

5 Cathie Wood Stocks To Watch: Coinbase, Block, Roku, Zoom Video; Tesla Rallies

Roku, Inc. openly discusses its ambitions to be EBITDA profitable next year. Roku's main troubles are due to the cyclical elements of advertising. If we assume that digital advertising will at some point improve, Roku is well-positioned to bounce back.

Roku: From Here, This Looks Very Compelling

Macro headwinds are negatively impacting Roku's operations. Roku benefits from the secular trend of the rise of streaming entertainment.

Roku Is Down 87% From Its High. Time to Buy?

Ark Invest has a 2026 price target of $605 per share on Roku, implying 840% upside from its current price. Roku is the most popular streaming platform in the U.S., Canada, and Mexico, and Roku OS is the top-selling smart TV operating system in those markets.

1 Magnificent Growth Stock With 840% Upside, According to Wall Street

SVB Financial Group

In March, Roku (NASDAQ: ROKU ) stock was in the spotlight, and not in a good way. The company announced that $487 million, or around 26% of its cash position, was in SVB Financial's (OTCMKTS: SIVBQ ) now-defunct Silicon Valley Bank subsidiary.

ROKU Stock is a Sell, and NOT Just Because of SVB Exposure

Ally Financial

Bank of America

Electronic Arts

Charles Schwab

SoFi Technologies

We've also got a look at the latest from RH and other market news.

Bank Stocks Worth Buying

Warner Bros Discovery Inc

As the media landscape evolves, checking the pulse of the latest streaming TV deals and content partnerships is vital for investors. Warner Discovery repurposed a bunch of aging hits to find new audiences in the streaming era.

Streaming, Live TV, and Great Content? Roku and Warner Bros.

Airbnb

DraftKings

The March ISM Services PMI survey came in below expectations. The same goes for the March ADP employment report.

Why Airbnb, Roku, and DraftKings Plunged Today

Shopify

Shopify and Roku faced severe economic-related challenges last year. Both companies are leaders in their respective industries and have miles of growth left.

A Bull Market Is Coming: 2 Cathie Wood Stocks to Buy and Hold

Exact Sciences

Oh, what A difference a year makes. Cathie Wood stocks in 2023 are doing so much better than the disaster in 2022.

3 Cathie Wood Stocks for Your April Must-Buy List

Roku and Netflix both lost their momentum in a post-pandemic market. Roku's margins are being squeezed by the sluggish growth of the advertising market and elevated supply chain costs for its streaming devices.

Better Buy: Roku vs. Netflix

Roku hasn't consistently generated positive net income, a drawback in today's economy. It doesn't get to control deal terms with popular content services, a loss of sizable revenue.

Roku Stock Is Up Nearly 50% In 2023, But Investors Shouldn't Ignore These Key Risks

Cathie Wood's Ark Invest just bought another 65,000 Roku shares. Inflation is fading and that's good news for risk-sensitive stocks like this one.

Why Roku Stock Streamed 7% Higher Today

ROKU shares are trading lower after the company announced a restructuring, which will include charges of $30 million to $35 million.

Why Roku Shares Are Diving Today - Roku (NASDAQ:ROKU)

ROKU joins other tech giants in reducing costs while it plans to lay off employees amid slowing revenue growth.

ROKU Announces Laying Off Over 6% of Its Workforce to Cut Costs

Emergent BioSolutions

Philip Morris

The major indexes are on the rise today, as Wall Street remains optimistic regarding the bank sector's recovery.

3 Stocks Capturing Options Traders' Attention

The tech sector cut-count keeps rising as Roku Inc (NASDAQ:ROKU) is set for next round of layoffs, with reports claiming 200 jobs will be lost. It equates to around 6% of the workforce for the US streaming device maker.

Roku set for more layoffs as tech jobs cull continues

Roku is the latest tech company to announce a second round of layoffs with today's news that it's letting go of 6% of its workforce, or around 200 employees.

Roku announces a second set of layoffs impacting 200 employees, or 6% of its workforce

Roku said today it plans to lay off 200 employees, or 6% of its workforce, as part of a restructuring plan as the drumbeat of staff cuts across the industry continues. Roku laid off 200 last fall on advertising woes and a challenging economy, both of which are still rocky.

Roku Laying Off Another 200 Employees, 6% Of Workforce

Darden Restaurants

Plug Power

Air Products and Chemicals

Canadian Solar

PayPal

Volkswagen AG

With the mini-banking crisis ebbing, the Fed poised to stop raising interest rates, and strong economic growth, it's a good time to find undervalued growth stocks to buy. Significant parts of most of the American banks that have failed in recent weeks have been acquired, while a troublesome European bank, Credit Suisse, was bought by UBS (NYSE: UBS ).

7 Undervalued Growth Stocks to Buy Before They Take Off

Here are some of the biggest movers on Thursday as stocks look to extend a rally built partly on waning banking sector angst and lower bond yields.

News for Roku Stock (ROKU)