ROKU Company Description
“Roku Inc. engages in the provision of a streaming platform for television. It operates through the following business segments: Player and Platform. The Player segment consists of net sales of streaming media players and accessories through retailers and distributors, as well as directly to customers through the company’s website. The Platform segment includes fees received from advertisers and content publishers, and from licensing the company’s technology and proprietary operating system to service operators. The company was founded by Anthony J. Wood in October 2002 and is headquartered in Los Gatos, CA.”

Roku Total Revenue

4th qt 2017 +28% verses year before quarter

1st qt 2018 +36% verses year before quarter

2nd qt 2018 +57% verses year before quarter

3rd qt 2018 +39% verses year before quarter

4th qt 2018 +46% verses year before quarter

1st qt 2019 +51% verses year before quarter. This quarter rev $206.7 million

Projected 2019 2nd qt revenue +42% verses last year quarter

Projected 2019 revenue 1.04 billion.

Market cap 9.4 billion approx(from market watch)

Gross profit 1st qt 2019 48.8%. Projected for 2nd qt 2019 42%

Roku is now the #1 smart tv provider in the US. (per CC)

Roku is now the #1 streaming platform in the US. (per CC)

I believe Roku has three trends in their favor, 1) World wide move to streaming. 2) Revenue stream from advertising as more and more customers come on board, Roku should be able to take advantage of targeted ads. They talk about TTD in their CC and view them as a positive. Roku ad impression revenue doubled yoy in latest quarter. 3) Starting push to grow internationally.

I’m starting to get interested. Would love to know what you guys think.

Kindest Regards,


There is a very good overview of ROKU’s value proposition here

The platform rev growth is outstanding