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.

Shopify

Taiwan Semiconductor Manufacturing

Key economic data was rosier than expected.

Why Taiwan Semiconductor, Roku, and Shopify Stocks All Rallied on Wednesday

Even with shares down 75%, some analysts are still removing their buy ratings on this former Wall Street darling.

Roku Stock Gets Downgraded. Is This Analyst Right?

Roku Inc (NASDAQ: ROKU) shares are volatile Tuesday following a downgrade from Keybanc.

What's Going On With Roku Stock Today? - Roku (NASDAQ:ROKU)

Roku Inc (NASDAQ:ROKU) shares see-sawed on Tuesday after a once-bullish analyst downgraded the stock on profitability concerns. Analysts at KeyBanc claimed in a new note that consensus estimates for 2023 and 2024 appeared too optimistic, according to reports.

Roku shares take a hit but bounce back after previously bullish Keybanc downgrades stock

Etsy

Wayfair

Investors should weigh a company's financials and the competitive moat before purchasing.

Is It Time to Buy the Worst-Performing Consumer Growth Stocks?

Pinterest

Which pandemic-era growth stock has a better shot at a comeback?

Better Buy: Roku vs. Pinterest

Shares of Roku Inc. ROKU, -3.87% slumped 2.7% in premarket trading Tuesday, after KeyBanc Capital's Justin Patterson backed away from his long-time bullish stance on the streaming platform for TV, citing concerns over market share losses and the need to keep making investments at a time it's trying to save money. Patterson said the his reasons for being bullish, such as outsized growth in connected TV advertising and being a critical platform for media partners, "have not manifested.

Roku stock slumps after downgrade by long-time bull, citing market share and profitability concerns

Amazon

Short-term thinking by traders sent these stocks into a slump, but the companies' long-term outlooks are positive.

Nasdaq Bear Market: 2 Stocks to Buy at a Discount Before 2023

DigitalOcean Holdings

Roblox

Swing for the fences with these three stocks with enormous potential.

3 Bold Growth Stocks to Buy Hand Over Fist In This Bear Market

Tesla

Exact Sciences

UiPath

Block

Zoom Video

Cathie Wood's ARK Invest ETFs continue to break down in 2022 after 2020's huge gains. Five ARK Invest stocks to watch include Tesla.

Ark Invest Stocks To Watch: 5 Stocks That Cathie Wood's ARK ETFs Own; Tesla Falls On China Recall

Airbnb

This year's market sell-off has been cruel to growth stocks like Airbnb and Roku.

These 2 High-Growth Stocks Might Never Be This Cheap Again

Disney

Netflix

Here are three entertainment stocks to watch in the stock market now.

Top Stocks To Buy Now? 3 Entertainment Stocks To Check Out

Roku bears had attempted to force an initial post-earnings selloff but were rejected by buyers resolutely. We discuss why ROKU's long-term bottoming thesis remains intact despite a markedly disappointing Q4 guidance.

Roku: Bears Got Stunned At Its November Lows (Technical Analysis)

Roku has been mauled by the bear market, but this too will pass.

Tech Sell-Off: 1 Nasdaq Stock Down 77% to Buy Before It Starts Soaring

Will 2023 bring better fortunes for the company?

Where Will Roku Be in 1 Year?

SAN JOSE, Calif.--( BUSINESS WIRE )--Today Roku, Inc. (NASDAQ: ROKU) announced the Roku Premiere will be available exclusively on Black Friday at Walmart for just $19, while supplies last. The Roku Premiere provides customers with endless entertainment in HD (High Definition), 4K and HDR (High Dynamic Range) picture – and offers everything needed to stream with loved ones this holiday season. Additionally, customers will find incredible deals across Roku's product lineup, including $12 off the 2022 Roku Express ($29.99 MSRP), $25 off the award-winning Roku® Streaming Stick® 4K ($49.99 MSRP), $30 off the Roku Ultra ($99.99 MSRP), and $50 off the Roku® Streambar® ($129.99 MSRP). All are available online at Roku.com and in-store across major retailers nationwide through December 3.

Roku Announces $19 Roku Premiere Available this Black Friday Exclusively at Walmart

The business is under increasing profitability pressures.

Why Roku Stock Was Down 5% on Monday

Roku, a San Jose streaming giant, has disclosed plans to jettison hundreds of employees, in a new disclosure that widens the increasingly painful job cuts that have jolted the Bay Area's tech sector.

Tech layoffs: San Jose streaming giant Roku plans to cut hundreds of jobs

The streaming platform Roku announced on Thursday it intends to lay off 200 employees following a decline in advertising revenue in the third quarter.

Roku to lay off 200 US employees after advertising revenue sinks

Roku (NASDAQ: ROKU ) is joining the collection of tech companies taking part in layoffs as they prepare for hard economic times. According to a filing from the company, it will lay off a total of 200 employees.

Roku Layoffs 2022: What to Know About the Latest ROKU Job Cuts

Roku wrote in a new SEC filing that it plans to cut 200 jobs in the U.S. as it braces for economic headwinds.

Roku lays off 200 US employees, citing economic conditions

Ark Invest sees tremendous upside for patient shareholders of these growth stocks.

2 Magnificent Growth Stocks That Could Soar 688% to 924%, According to Wall Street

Roku is joining the growing list of tech and media companies reducing their workforces, announcing plans to cut 200 positions in the U.S.

Roku To Cut 200 U.S. Jobs As It Copes With Advertising Softness

Roku Inc (NASDAQ: ROKU) shares are trading lower Thursday after the company announced a round of job cuts.

Roku Stock Is Falling: What's Going On? - Roku (NASDAQ:ROKU)

Roku Inc. plans to cut about 5% of its workforce, or about 200 U.S.-based employees, as it deals with a challenging advertising landscape.

News for Roku Stock (ROKU)