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.

Streaming stock Roku Inc (NASDAQ:ROKU) is 17% lower before the bell, following the company's mixed fourth-quarter report.

Streaming Stock Lower After Earnings Whiff

ROKU's fourth-quarter 2023 results benefit from growing active accounts and streaming hours on The Roku Channel.

ROKU Q4 Loss Narrower Than Expected, Revenues Increase Y/Y

Roku's key metrics, such as active accounts and streaming hours, showed healthy growth, but average revenue per user declined.

Roku Q4: I Am Loading Up The Truck (Rating Upgrade)

Roku dropped nearly 17% on Friday after the streaming-service provider forecast a steeper-than-expected first-quarter loss, as it struggles to compete with heavyweights such as Netflix and Amazon for advertising dollars.

Roku tumbles as stiff competition from heavyweights dents outlook

Roku Inc (NASDAQ:ROKU) shares are down 15% in pre-market trading after the TV maker warned it would face “difficult” growth rates in 2024, with earnings falling quarter-on-quarter due to weakness in the ad industry. Revenues during the first quarter of 2024 are predicted to fall to US$850 million, the lowest level since the same period in 2023.

Roku tumbles as weak ad market dents forecasts

Roku, Inc. (ROKU) Q4 2023 Earnings Call Transcript

The headline numbers for Roku (ROKU) give insight into how the company performed in the quarter ended December 2023, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Roku (ROKU) Reports Q4 Earnings: What Key Metrics Have to Say

Roku (ROKU) came out with a quarterly loss of $0.55 per share versus the Zacks Consensus Estimate of a loss of $0.65. This compares to loss of $1.70 per share a year ago.

Roku (ROKU) Reports Q4 Loss, Tops Revenue Estimates

Streaming video platform Roku beat expectations for new users and sales in the fourth quarter and guided higher than views.

Streaming Video Platform Roku Tops User Target, But Stock Drops

Roku edged Wall Street expectations for revenue and matched them on the bottom line, also reporting it hit 80 million active accounts by the end of 2023. Revenue in the fourth quarter, which ended December 31, came in at $984.4 million, better than the Street's consensus estimate of $964.2 million.

Roku Q4 Earnings: Edging Wall Street Revenue Expectations, Streaming Giant Passes 80 Million Active Accounts

Roku Inc. topped expectations with its latest results, but shares of the media-streaming company tumbled 15% in Thursday's extended session.

Roku earnings top expectations, but its stock still sinks

Roku on Thursday forecast first-quarter revenue above Wall Street estimates on optimism that increased cord-cutting and a broader shift to ad-based streaming will boost the streaming platform's business.

Roku forecasts first-quarter revenue above estimates

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (NASDAQ: ROKU) has more than 80 million active accounts and counting, a major marker of the company's growth and scale as consumers continue to move to TV streaming. Viewer engagement on Roku is also at a record high—for the first time, more than 100 billion hours were streamed on the platform in 2023, averaging a record of 4.1 hours per day per account in Q4. Additionally, in the U.S., Roku's active account base is now bigger than the subscribers o.

Roku Hits Major Milestones, Surpassing 80 Million Active Accounts and More than 100 Billion Streaming Hours in 2023

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Roku, Inc. (NASDAQ: ROKU) released fourth quarter and fiscal year 2023 results. Visit the Roku investor relations website to view the fourth quarter and fiscal year 2023 letter to shareholders. The company will host a webcast of its conference call to discuss the results today at 2:00 PM Pacific Time. Participants may access the live webcast in listen-only mode on the Roku investor relations website. An archived webcast of the conference call will also.

Roku Releases Fourth Quarter and Fiscal Year 2023 Financial Results

Disney

Warner Bros Discovery Inc

Tech enthusiasts and investors alike are especially interested in finding “The Next Netflix” when it comes to the rapidly evolving entertainment industry. This seismic shift in the technology sphere is led by streaming stocks, which are bringing in a new era where accessibility is king and content is king.

The Next Netflix? 3 Streaming Stocks That Investors Shouldn't Ignore.

Vizio Holding Corp

Walmart

Vizio shares soared on Tuesday after a report that Walmart was looking to buy the smart-TV maker. There could be some negative implications for Roku as an operating system for Walmart's Onn TVs, but it's the retailer that has more to lose in that scenario.

3 Reasons Roku Doesn't Have to Worry About Walmart Buying Vizio

Shopify

Roku is the most popular streaming platform in the U.S., Canada, and Mexico by hours streamed. Shopify is the market leader in e-commerce software and omnichannel commerce software.

Beyond the "Magnificent Seven" Stocks: 2 Remarkable Growth Stocks to Buy With $100 Right Now

Retail giant Walmart is in talks to buy smart TV maker Vizio in a move to boost its online advertising presence.

Walmart Reportedly Wants To Buy TV Maker Vizio. Roku Stock Falls On The News.

Walmart is reportedly trying to acquire Vizio -- a Roku competitor. Roku enjoys prominent placement in Walmart stores, and hardware sales are a key component for acquiring new users.

Don't Blame the Market's Drop: Here's Why Roku Stock Suddenly Sank Today

Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Roku (ROKU), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2023.

Stay Ahead of the Game With Roku (ROKU) Q4 Earnings: Wall Street's Insights on Key Metrics

Coinbase

CRISPR Therapeutics

UiPath

Block

Tesla

Zoom Video

Wood's Ark Invest portfolio owns a large number of stocks but isn't as diversified as it might seem. Ark Invest's top holdings include a biotech stock, a crypto stock, a fintech stock, two AI stocks, and more.

Cathie Wood Has 37% of Her Ark Invest Portfolio Invested in These 7 Stocks

Roku dominates the connected TV market with a 53% US market share of connected TV devices. Roku's flywheel effect creates positive feedback loops among users, content providers, advertisers, and device manufacturers, giving it a competitive advantage. Roku's streaming hours have reached a critical mass, leading to a positive revenue trend and potential for further growth.

Roku: The Vertically Integrated Streaming Company

Roku hasn't demonstrated that it can profit from its huge TV audience. Watch for rebounding margins in 2024.

3 Things to Know Before You Buy Roku Stock

Roku's dual-revenue model, employing streaming services and hardware sales, provides stability and growth potential in the streaming market. Roku's strategic innovations and global expansion efforts effectively address market challenges and enhance its competitive edge.

This Top Growth Stock Is Ready to Soar in a Bull Market

Sonos

Spotify

Roku, Sonos, and Spotify have faced off against Apple, Alphabet, and Amazon -- and won. Roku and Spotify shares more than doubled in 2023, and momentum is strong heading into 2024.

News for Roku Stock (ROKU)