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

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An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

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Year over year growth in Revenue and Operating Expenses.

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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.

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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.

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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 (ROKU) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Roku (ROKU) Upgraded to Buy: Here's What You Should Know

ROKU remains attractively valued despite the recent rally, driven by its nascent advertising opportunities and partnerships, notably with The Trade Desk. The launch of Ads Manager/ in-house AI tools and partnerships with Shopify/ Instacart enhance its CTV advertising capabilities, offering unique shoppable ads and a seamless checkout experience. Despite the high FWD EV/EBITDA valuations, ROKU's zero debt, expanding free cash flow, and projected top/ bottom-line growth underscore its robust long-term growth potential.

ROKU: Near Doubling Market Share Triggers Robust Growth/ Advertising Opportunities

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Despite second- and third-quarter financial results that weren't immediately well-received by the investment community, Roku (ROKU 2.75%) shares have been on the way up in recent months, rising 52% since early August. That gain is better than the broader market indices.

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A merger between streaming technology and connected TV (CTV) leader Roku Inc. NASDAQ: ROKU and adtech leader The Trade Desk Inc. NASDAQ: TTD was suggested by a Guggenheim analyst, causing both stocks to rise. Roku shares rose over 20% following the suggestion on Dec. 2, 2024, while The Trade Desk shares rose 10%.

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How Roku Empowers Small Businesses in the Streaming Era

SEATTLE--(BUSINESS WIRE)--NewsON, the nation's premier streaming service for local news content, today announced the launch of its upgraded app on Roku. This latest version brings a host of new features and a refreshed user interface, providing viewers with unparalleled access to live and on-demand news coverage across the United States. With the newly redesigned app, users can enjoy ad-supported access to a comprehensive range of local news content, including live newscasts and on-demand clips.

NewsON Launches Enhanced App Experience on Roku with Latest Update

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SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Roku, the #1 TV streaming platform in the U.S.* and FreeWheel, a global technology platform for the television advertising industry, announced they've expanded their programmatic partnership to make Roku content, including The Roku Channel, available to FreeWheel demand partners through Roku Exchange. For the first time under the partnership, a new, standard protocol will enable real-time bidding among programmatic platforms, offering advertisers a robu.

Roku and FreeWheel Announce New Programmatic Partnership

Roku (ROKU 0.73%) stock has gone from boom to bust in the past five years. During the early stages of the pandemic, when people were staying home, the company experienced strong growth, as consumers were using its platform heavily and buying its streaming sticks.

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Roku is covering the cost of CTV ad creative when advertisers launch their social media videos on Roku through Spaceback's Social CTV creative solution.

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Roku, Inc. (NASDAQ:ROKU ) UBS Global Media and Communications Conference Call December 9, 2024 10:30 AM ET Company Participants Dan Jedda - Chief Financial Officer Conrad Grodd - Vice President, Investor Relations Conference Call Participants John Hodulik - UBS John Hodulik Okay. Good morning, everyone.

Roku, Inc. (ROKU) UBS Global Media and Communications Conference - (Transcript)

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Investors Heavily Search Roku, Inc. (ROKU): Here is What You Need to Know

TORONTO--(BUSINESS WIRE)--Today, Roku reached a milestone: Canadian viewers can now access more than 150 free ad-supported streaming TV (FAST) channels on The Roku Channel. With new additions available starting today that range from news to comedy, Roku has expanded and diversified its selection of streaming entertainment in Canada. “The variety you can now find on The Roku Channel in Canada is a big reason we're proud of this FAST milestone,” said Jennifer Vaux, Vice President of Content Acqui.

The Roku Channel Hits 150+ FAST Channel Milestone in Canada

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I'm a huge fan of Roku's (ROKU 2.55%) media-streaming platform and a long-time shareholder. The company is poised for tremendous long-term growth and it's a truly global business opportunity.

News for Roku Stock (ROKU)