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.

The company's shares continue to slump after an underwhelming Q3 report, but shrewd investors should spot a buying opportunity in ROKU stock. The post The Sentiment Around Roku Stock Has Turned Sour appeared first on InvestorPlace.

The Sentiment Around Roku Stock Has Turned Sour

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The disappointing earnings results logged recently by what were once the hottest stocks during the height of the pandemic tellingly indicates that for many investors, the once auspicious pandemic trade is now over. The unique conditions that fueled many companies meteoric rise have abated.

What Goes Up Must Come Down: The Pandemic Trade Is Over

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TGNA or ROKU: Which Is the Better Value Stock Right Now?

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Why Roku (ROKU) is a Top Growth Stock for the Long-Term

The secular trend towards streaming and connected TVs continues to place ROKU in a strong competitive position. The recent developments surrounding YouTube and ROKU are not as significant to the Platform as Wall Street expects.

ROKU: It's Finally Time To Start Building A Serious Position

The streaming-TV platform specialist's stock may be down. But there are reasons for Roku shareholders to keep their heads up.

Roku Earnings in 6 Must-See Metrics

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Roku's growth is being affected by supply chain problems.

Is This an Overreaction to Roku's Earnings?

The company has decided not to raise prices on its players, accepting lower profit margins instead.

Roku Stock Falls After Q3 Earnings: Supply Chain Disruptions Continue Causing Damage

The fundamentals of Roku and ROKU stock remain very strong, and its valuation is attractive, making the shares worth buying for long-term investors. The post Roku Stock Is Poised to Bounce Back appeared first on InvestorPlace.

Roku Stock Is Poised to Bounce Back

The company reported third-quarter earnings that disappointed investors, but its long-term growth trajectory moved forward.

Roku's Q3 Earnings Reveal Continued International Expansion

Two streaming giants are in a no-lose war. Let's break it down based on comments Roku made in Wednesday's quarterly earnings call.

Roku vs. YouTube: The Good, the Bad, and the Ugly

Roku has appointed Kelli Raftery, a former CBS Corp. executive, as the streaming company's VP of global communications. Starting Monday, Raftery will oversee the communications team and report to John Kelly, SVP of corporate affairs and communications. Kelly, who had previously worked at Starbucks and Microsoft, joined Roku earlier this year. He took over many...

Roku Names CBS Veteran Kelli Raftery VP Of Global Communications

Roku reported a robust set of FQ3 earnings. It shows that its monetization capabilities are very resilient in the face of its supply chain headwinds.

Ignore Roku's Transitory Headwinds - Focus On Its Robust Monetization

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The current strength in tech stocks could see these major players in the limelight today.

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A couple of the ARK Invest exchange-traded funds run by ETF star Cathie Wood made a sizable purchase on Thursday.

Cathie Wood's ARK Invest Buys Over $83 Million Worth of Roku Shares

Weak guidance and supply chain issues have been the story of this earnings season.

Why Is Roku Stock Down After Q3 Earnings?

Roku released its Q3 results and there is a warning sign that its account growth has plateaued. This is Roku's most important metric for growth. Platform 12-month trailing revenue is now $2.05B. This puts the price to sales ratio at 20:1, with rapid growth priced in.

Roku: Still A Make-It-Or-Break-It Bet

Roku investors were not impressed by the company's unbalanced combination of reported results and forward-looking guidance.

Why Roku Shares Crashed Today

ROKU's third-quarter 2021 results benefit from increased user engagement and growth in platform monetization.

ROKU's Q3 Earnings Beat Estimates, Revenues Increase Y/Y

The market wasn't blown away by Roku's mixed third quarter, but maybe you should be.

Betting Against Roku Now Could Be a Mistake

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Negative reactions to earnings reports are a gold mine for investors who look past the headlines. Here are three streaming stocks to buy now.

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Roku shares are dropping in late trading after the streaming-hardware firm reported disappointing revenue and guided below expectations.

Roku's Earnings Came Up Short. The Stay-at-Home Stock Is Tumbling.

Roku, Inc. (ROKU) CEO Anthony Wood on Q3 2021 Results - Earnings Call Transcript

Company misses analyst expectations on revenue and notes that global supply issues will carry into coming year. But active accounts shoot up by 23% even with challenges.

News for Roku Stock (ROKU)