Thanks Anthony.
exceeded performance, Our results. capped record our another delivered outlook, and We strong quarter great fourth off well year. which executed
accounts for Before quarter, strong questions, in And and X.X in with XX.X million operational taking XXXX million the which and for a ended TVs year. We resulted the demand accounts. active outlook. financial our the and your I'll address through players fourth saw incremental walk active we highlights
XXXX, Our under more just accounts X the added active years. in scale expanded million million more XXXX, million XXXX. several has in over last X We in nearly almost rapidly and XX
our of which to you watching of watching" are of of versus In on rate year-over-year, inactivity. hours. billion QX we a a record to partial XX.X hours still our after part the in due confirm feature, the users prompts period moderated Friday, still increasing scale, only to In XXXX, out the continue a the in see Black streaming up platform, week streaming with timing and to billion XXXX, in XXXX later "Are somewhat to roll hour addition growing engagement QX, growth XX they
Leading establish we across channel consistency best think that a create our already practice level similar and of like partners a Netflix, implemented platform. features have
that As hour installed points feature growth to on of moderate early estimate entire QX, XXXX. rollout our will material we expect a of in have performance. completed XX it year-over-year do rolling to by feature approximately out financial streaming have XX the not and our base this percentage to We this our impact
year-over-year, and the shareholder highlight million, the from our XX% of sales XX% year. in revenue. Player platform player driven XX% ahead a financial strong with XX% by highly I'll Please few details increasing our see units XXXX and full items QX But a segment revenue up our in XX% provide outlook total year-over-year. outlook. segment year-over-year ASP. and $XXX.X represented XX% revenue, promotion record million letter QX led fiscal with expectations, for year-over-year, again came growth total A up holiday full of strategy effective quarter a year decrease to and to $XXX.X exceeded revenue the of to
which reflecting platform decision offset is gross XX% to profit, was our performance exceeded run the roughly with margin financial prior solid the QX, $XXX.X business XX.X%, key gross up was consistent margin. by record at to and in player Gross Our metric our million. zero margins year-over-year a outlook partially quarter,
to OpEx continue million, as advantages. strategic EBITDA year-over-year, was to adjusted of million we our our QX up $XX.X $XXX exceeded invest extend QX outlook. XX%
deal its on related Excluding consistent To-date, approximately business, with year-over-year. and QX grown cost, of was of OpEx expectations. Roku's ad and integration XX% with $XX our operations have would dataxu's roughly good OpEx dataxu performance making we're million progress
mentioned we quarter of which loan million short-term breakout with in as as not will million $XXX.X from of net of of be from We acquisition. last our credit Net our the stock during part cash offering sale at-the-market reflecting million of for the platform our $XXX as it quarter. included forward, cash restricted relative A the our class dataxu going million ended equivalents, the cash, transaction the on included and part given of rather and funding of we in the and of dataxu, part facility, and to net the do proceeds segment. common call, on $XXX plans, proceeds $XX use dataxu As drawing size the cash of expect integration investments, an term
With and full XX% for that, of year The year-over-year. of growing to platform will will anticipate outlook million generate at at up quarters calls revenues move roughly revenue which $XXX to year-over-year, the three revenues. XXXX, the the total up which midpoint, billion towards segment, $X.X turn we XX% of let's for our midpoint, in faster gross the profit mix continue
high purposes, driven as and inclusion modeling you in mix For to the should XXs for a video continued subscriptions. advertising, dataxu XX% margin of full premium shift year of platform revenue, growth of to gross by plan percentage
that are revenue For growth. us zero. is player believe not to manage that for players, full of working given trading gross in well. important for optimizing growth our We we account you profit, player gross driver should our year roughly an on strategy margin account remind expect of you device focus as We to platform sales margin growth
our basis. opportunities, on business within streaming, to a invest for our the full adjusted towards growth EBITDA shift back manage to is gross to our position strong goal strategic the roughly our into profit and breakeven Given XXXX incremental year to continue
net million, compensation modeling a $XXX please based other adjusted For million purposes, $XX excludes that note of an income. stock estimated and amortization roughly XXXX depreciation EBITDA and and
GAAP can our and roughly in is XXXX $XXX operating profit of gross our seasonal. quite expenses and while revenue million Implied be outlook,
OpEx. Our three but OpEx is instead, at sequential quarters for growth expenses, is total and due better a basis, related not particularly of facility roughly on looked headcount seasonal, accounting to traditionally
the anticipated in our dataxu our new of expenses. impact in of XXXX XX% Approximately XXXX, the increases to expenses growth inclusion operating operating are organic headquarters the costs increased related facility XX% related headcount full and primarily year in of to
hire rate also to we to a new addition, XXXX. at organic plan employees In similar
to revenue from lower QX strong remind QX we Turning than quarter our quarter. that XX% seasonally roughly softest perspective, seasonally you a sequentially our our is with fourth revenue outlook, is that
Our mix. $XXX with roughly for up midpoint the similar accounting XX% the QX million, quarters with platform outlook of total year-over-year, calls of three a for revenues of seasonality
$XX is be In gross to expected a high than the period digits, traditionally we to million mid reflecting promotional Gross lighter profit resulting offset more roughly roughly be by the expect in adjusted player to of within operating higher margins of single million. $XXX the at in retail expenses, loss an EBITDA QX, midpoint, calendar.
Please from current include resulting note coronavirus impacts outbreak. the any outlook material not that our does novel
outbreak are becomes may this inventory manufacturing more monitoring partners outbreak have the but which experienced more chain abilities We season. holiday for impacts, minor closely replenish and only severe, potential there and today a if to after disruptions strong supply our our hamper and to significant is
revenue to perspective growth. and share we are with the on by historical of and our anticipated saying would pleased summarize I the little a like I'll how business trajectory
Our XXXX leading roughly position of The XXXX revenue, revenue times our to of times difficulty revenue, the four sustained billion growth XXXX leadership revenue. robust two revenue XXXX XXXX the advantages our outlook and in at of focus our and market the of speaks replicating revenue, and represents $X.X level and times strategic three business, laser fundamentals five times midpoint streaming.
decade. we are the In encouraged opportunities by are beginning we the just addition, only streaming significant as ahead,
Operator? With for over call that, questions. the turn let's
