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.

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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 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

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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.

Roku is the leading TV streaming platform in the United States. Shares of this former high-flier are down more than 80% over the past year, and almost 90% down from their all-time highs.

Roku: Q3 Earnings Are Make Or Break For The Investment Thesis

Investors are about to learn more about the streaming video industry's status headed into 2023.

Why Roku Stock Was Down on Monday

Roku's outlook spooked investors as growth is expected to slow down dramatically. The latest quarter's results were quite strong though, highlighted by 26% platform revenue growth.

Roku: Down 89%, Net Cash Makes Up 26% Of Market Cap

Dutch Bros

Etsy

The September jobs data remained robust, stoking fears of future interest rate hikes.

Why Roku, Dutch Bros, and Etsy Stocks Plunged on Friday

The 2022 stock market has been ugly, with the S&P 500 -9% in September, for the worst monthly decline since the March 2020 pandemic selloff and September 2002 dot-com bust. The markets have also given way to statistics like the worst first half in 50 years and portfolio losses from Americans' wealth of more than $9T.

Merci Roku: Stocks Plunge In 2022

Investors reversed yesterday's optimism and are once again bearish about the market.

Why Roku Stock Is Falling Hard Today

CRISPR Therapeutics

These stocks have significant upside and can make the most of your money -- but they do come with risks.

Where to Invest $500 Right Now

In December 2021, I chose Roku (NASDAQ: ROKU ) for InvestorPlace's Best Stocks for 2022 contest. Since then, it's been an unmitigated disaster.

Best Stocks 2022: How Roku Stock Warned Us of the Current Bear Market

I've been wrong about Roku all year. I'll get that out of the way right off the bat. I still think Roku is a buy. The shares have sold off by about 90% since the high from July 2021. Some valuation metrics are starting to look attractive.

Roku: This One Has Been De-Risked A Bit

Roku (ROKU) enables deduplicate campaign reach and frequency of ads on Roku across??traditional TV, connected TV, computer and mobile, in a significant step toward Nielsen ONE.

ROKU Enables Cross Media Measurements Along With Nielsen

NVIDIA

Shopify

The latest manufacturing data provided a glimmer of hope for technology stocks.

Why Nvidia, Shopify, and Roku Stocks Popped on Monday

Groupon

The RealReal

Local experiences, streaming TV, and designer goods may not seem like recession-resistant industries, but these stocks at new lows have more to offer than you may think.

3 Recession-Proof Stocks You Can Buy Now at 52-Week Lows

Block

Fast-growing companies had high-flying stocks last year, but the tide turned against them in 2022. That made no-brainer buys out of these disruptors.

2 High Growth Stocks That Are on Sale Now

Both stocks have been dogs in 2022. But things could turn around over the next few years.

More Likely to 5x First: Roku vs. Shopify

Snowflake

Key economic data seemed to confirm what many have long feared.

Why Nvidia, Snowflake, and Roku Stocks Slumped Thursday Morning

Nielsen Hlds

Today, Nielsen announced that Roku plans to enable four-screen measurement across desktop, mobile, connected TV, and traditional TV. This is the first time Roku will use the digital methodology, Nielsen One, the data measurement firm's cross-media measurement tool, which launches in December.

Roku will now work with Nielsen to track cross-media viewership

Marketers can now deduplicate campaign reach and frequency of ads on Roku across traditional TV, connected TV, computer and mobile, in a significant step toward Nielsen ONE  NEW YORK , Sept. 29, 2022 /PRNewswire/ -- Nielsen (NYSE: NLSN) announced that Roku (Nasdaq: ROKU), America's No.

Roku enables brand new cross-media measurement of Traditional TV, Connected TV, Desktop, and Mobile Ad Campaigns together with Nielsen

ROKU is set to expand in Canada with the launch of the Roku Ultra streaming set-top box that comes with a swift interface, Dolby Atmos, HDR10+ compatibility and a rechargeable remote.

ROKU Ultra Streaming Set-Top Box Arrives in Canada for $129

Several pieces of unrelated news conspired to boost the streaming pioneer.

Why Roku Stock Popped Wednesday Morning

The long-term investment thesis hasn't changed for this top streaming platform.

2 Things the Smartest Investors Know About Roku

Roku's splashy hire of Charlie Collier, former CEO of Fox Entertainment and president of AMC, has sent a clear signal about the company's ambition to make more noise with original programming.

Roku's Splashy Hire Of Veteran TV Exec Charlie Collier Highlights Company's Bet On Original Programming

The hardware segment might become less of a drag on its bottom line by late 2022.

Why Roku Stock Jumped Early Tuesday

TORONTO--(BUSINESS WIRE)--Today, Roku, Inc. unveiled that its most powerful streaming player, Roku Ultra, is launching in Canada. Roku Ultra has a lightning-fast interface, Roku's best Wi-Fi®, Dolby Vision®, Dolby Atmos®, HDR10+ compatibility, and channels that launch in a snap. Roku Ultra also includes the Roku Voice Remote Pro, which features hands-free voice controls, a rechargeable battery, a lost remote finder feature, and more. “Canadians are looking for a top-of-the-line streaming experi

Roku Brings Roku Ultra, Its Most Powerful Streaming Player, to Canada

Investors can capitalize on near-term troubles that don't appear to be long-lasting.

Roku's Stock Could Explode From This Powerful Tailwind

An impressive executive hire comes minutes after Roku shares hit a new low.

News for Roku Stock (ROKU)