roku pioneered streaming for the tv, and we aspire to power every tv in the world. we developed a streaming platform that delivers a best-in-class user experience. at the heart of the roku platform is our proprietary operating system, the roku os, which we built from the ground up. we believe that all television will be streamed, and that all tvs and set-top-boxes will be powered by software-based operating systems that provide a dramatically better user experience than has existed historically for the tv. we generate revenue from selling roku® streaming players in retail, licensing to tv oems and pay tv operators, and enabling content consumption, promotion and advertising sales on the platform. roku employs top talent with advertising, billing, data, mobile, marketing, tv and software expertise. the company is headquartered in saratoga, ca and was founded by anthony wood, inventor of the dvr. roku is backed by top-tier investors including fidelity, 21st century fox, hearst, sky,
Company profile
Ticker
ROKU
Exchange
Website
CEO
Anthony Wood
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Comcast Corp - Ordinary Shares • Liberty Global Ltd - Ordinary Shares • DISH Network • Charter Communications Inc. - Ordinary Shares • Warner Bros. Discovery Inc - Ordinary Shares • Liberty Latin America Ltd - Ordinary Shares • Altice USA Inc - Ordinary Shares • Liberty Broadband Corp - Ordinary Shares - Series A • WideOpenWest • AMC Networks Inc - Ordinary Shares ...
Former names
ROKU INC
SEC CIK
Corporate docs
Subsidiaries
Purple Tag Originals, LLC • Roku International B.V. • Roku UK Limited ...
ROKU stock data
Latest filings (excl ownership)
S-8
Registration of securities for employees
16 Feb 24
10-K
2023 FY
Annual report
16 Feb 24
8-K
Results of Operations and Financial Condition
15 Feb 24
10-Q
2023 Q3
Quarterly report
2 Nov 23
8-K
Results of Operations and Financial Condition
1 Nov 23
8-K
Cost Associated with Exit or Disposal Activities
6 Sep 23
8-K
Departure of Directors or Certain Officers
11 Aug 23
10-Q
2023 Q2
Quarterly report
28 Jul 23
8-K
Results of Operations and Financial Condition
27 Jul 23
8-K
Submission of Matters to a Vote of Security Holders
9 Jun 23
Transcripts
ROKU
Earnings call transcript
2023 Q4
15 Feb 24
ROKU
Earnings call transcript
2023 Q3
1 Nov 23
ROKU
Earnings call transcript
2023 Q2
27 Jul 23
ROKU
Earnings call transcript
2023 Q1
26 Apr 23
ROKU
Earnings call transcript
2022 Q4
15 Feb 23
ROKU
Earnings call transcript
2022 Q3
2 Nov 22
ROKU
Earnings call transcript
2022 Q2
29 Jul 22
ROKU
Earnings call transcript
2022 Q1
29 Apr 22
ROKU
Earnings call transcript
2021 Q4
18 Feb 22
ROKU
Earnings call transcript
2021 Q3
4 Nov 21
Latest ownership filings
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Revenue | |||||
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Operating income | |||||
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Net income | |||||
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 2.04 bn | 2.04 bn | 2.04 bn | 2.04 bn | 2.04 bn | 2.04 bn |
Cash burn (monthly) | (no burn) | (no burn) | 116.60 mm | 78.18 mm | (no burn) | (no burn) |
Cash used (since last report) | n/a | n/a | 693.06 mm | 464.68 mm | n/a | n/a |
Cash remaining | n/a | n/a | 1.35 bn | 1.58 bn | n/a | n/a |
Runway (months of cash) | n/a | n/a | 11.6 | 20.2 | n/a | n/a |
Institutional ownership, Q3 2023
80.9% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 524 |
Opened positions | 97 |
Closed positions | 76 |
Increased positions | 180 |
Reduced positions | 140 |
13F shares | Current |
---|---|
Total value | 6.74 tn |
Total shares | 102.05 mm |
Total puts | 7.78 mm |
Total calls | 8.26 mm |
Total put/call ratio | 0.9 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 11.47 mm | $809.92 bn |
ARK Investment Management | 10.44 mm | $736.95 bn |
FMR | 9.44 mm | $666.46 bn |
BLK Blackrock | 6.53 mm | $460.74 bn |
CMTDF Sumitomo Mitsui Trust | 6.48 mm | $457.35 bn |
Nikko Asset Management Americas | 6.23 mm | $439.38 bn |
Susquehanna Securities | 3.91 mm | $1.30 bn |
Baillie Gifford & Co | 3.20 mm | $225.86 bn |
Citadel Securities GP | 2.64 mm | $353.79 mm |
Wellington Management | 2.54 mm | $179.52 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
14 Mar 24 | Anthony J. Wood | Class A Common Stock | Gift | Acquire G | Yes | No | 0 | 6,849 | 0.00 | 6,849 |
14 Mar 24 | Anthony J. Wood | Class A Common Stock | Gift | Dispose G | Yes | No | 0 | 6,849 | 0.00 | 0 |
13 Mar 24 | Jeffrey M Blackburn | Class A Common Stock | Buy | Acquire P | No | No | 63.96 | 8,000 | 511.68 k | 8,000 |
8 Mar 24 | Charles Collier | Class A Common Stock | Sell | Dispose S | No | Yes | 65 | 4,182 | 271.83 k | 8,474 |
4 Mar 24 | Gilbert Fuchsberg | Class A Common Stock | Sell | Dispose S | No | Yes | 63.2 | 1,908 | 120.59 k | 36,258 |
1 Mar 24 | Dan Jedda | Class A Common Stock | Payment of exercise | Dispose F | No | No | 63.35 | 6,976 | 441.93 k | 33,767 |
1 Mar 24 | Dan Jedda | Class A Common Stock | Option exercise | Acquire M | No | No | 0 | 17,726 | 0.00 | 40,743 |
1 Mar 24 | Dan Jedda | RSU Class A Common Stock | Option exercise | Dispose M | No | No | 0 | 17,726 | 0.00 | 230,440 |
1 Mar 24 | Gilbert Fuchsberg | Class A Common Stock | Payment of exercise | Dispose F | No | No | 63.35 | 3,814 | 241.62 k | 38,166 |
1 Mar 24 | Gilbert Fuchsberg | Class A Common Stock | Option exercise | Acquire M | No | No | 0 | 6,894 | 0.00 | 41,980 |
News
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26 Mar 24
Roku Stock At Technical Crossroads: Death Cross And Bollinger Band Squeeze
21 Mar 24
Cross Screen Media and Roku Expand Partnership to Enable Cross-Channel Measurement for Local Agencies
19 Mar 24
Behind the Scenes of Roku's Latest Options Trends
15 Mar 24
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12 Mar 24
Press releases
Cross Screen Media and Roku Expand Partnership to Enable Cross-Channel Measurement for Local Agencies
19 Mar 24
DoubleVerify Unmasks CTV Ad Fraud Scheme, CycloneBot
28 Feb 24
Thinking about trading options or stock in NVIDIA, Arm Holdings, Cisco Systems, McKesson, or Roku?
20 Feb 24
Roku, the #1 Selling TV Operating System in the U.S. and Mexico, Celebrates 10 Years of Roku TV
3 Jan 24
Roku Announces Roku Pro Series TVs, Designed and Engineered to Elevate the Streaming Experience
3 Jan 24