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 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

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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

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Purchase/sale of investments

Purchase/sale of business

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Cash from financing

Change in stock

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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.

During CES 2023, Roku announced its first in-house smart TVs. The 4K and HD displays will launch in spring, with prices ranging from $119 to $999.

Roku is launching its own lineup of TVs — here's what to expect

Streaming video platform Roku plans to make its own HD and 4K televisions as competition heats up for smart TV operating systems. The post Roku Gets Off The Stick And Makes Its Own Televisions appeared first on Investor's Business Daily.

Roku Gets Off The Stick And Makes Its Own Televisions

Roku today is expanding its product line to include a range of smart TVs that are the first ever to be both designed and built by Roku itself.

Roku unveils its first-ever TVs designed and built by the company

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The streaming device company will design and make its own televisions while promising to maintain its current partnerships with TCL and others.

Roku Is Now Making Its Own TVs

Roku Inc. is introducing its own line of televisions as the streaming company looks to showcase what can be done with its technology and make its ecosystem more tightly linked.

CES 2023: Roku will start selling its own TVs

LAS VEGAS--( BUSINESS WIRE )--(CES) – Today, Roku (Nasdaq: ROKU), the #1 TV streaming platform in the U.S.*, announced the launch of Roku Select and Roku Plus Series TVs. These Roku-branded HD and 4K TVs are the first ever to be both designed and made by Roku, underlining the company's commitment to delivering a best-in-class streaming experience at an accessible price. Roku Select and Plus Series TVs, as well as a new Roku TV Wireless Soundbar, will be available in the U.S. in spring 2023.

Roku Announces Launch of Roku Select and Plus Series TVs

LAS VEGAS--( BUSINESS WIRE )--(CES)--Today, Roku (Nasdaq: ROKU), the #1 TV streaming platform in the U.S., Canada and Mexico*, announced a new, premium Roku TV™ OLED TV reference design, now available to all Roku TV partners. The design offers superb picture quality, inky black levels, outstanding contrast, highly saturated colors, smooth motion, and superior viewing angles.

Roku Unveils Premium Roku TV OLED Reference Design

This marks the company's first move into the branded TV market.

Roku to Launch Its Own Line of TVs

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Knowing a small, but important, detail about this streaming platform's operations might change your entire perspective.

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It was a brutal year for the streaming video pioneer, but there were silver linings in the storm clouds.

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Roku, Inc.'s shares fell to a new 1-year low in December, and shares suffer from material negative sentiment overhang. Key platform metrics such as accounts/engagement/ARPU are all still growing, however.

Roku: This Is Ridiculous

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Fears over muted digital ad spend in a potential 2023 recession and tax-loss selling are leading to declines today.

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Things might get worse for the company before they get better.

Down 82% in 2022, Is Roku Stock a Buy Going Into 2023?

The streaming stock is down sharply this year. Is this an opportunity or a warning?

Will Roku Bounce Back in 2023?

Roku bears have intensified their attack as they refused to allow bulls any respite, as ROKU has roundtripped its COVID gains and more. Roku's challenges could go beyond weak macroeconomic headwinds. Its business model and moat could be less defensible than anticipated.

Roku: This Is Turning Into A Real Disaster

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News for Roku Stock (ROKU)