ROKU Gears Up to Report Q4 Earnings: What's in the Cards?

Zacks2021-02-16

Roku is set to report fourth-quarter 2020 results on Feb 18. The company expects fourth-quarter year-over-year revenue growth in the mid-40% range while platform revenues are expected to account for ...

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Comments

Peskythumbs
2021-02-17
Peskythumbs
Looking forward to the earnings report!Also can’t wait for Roku to expand to Asia~ come quick
- Tonofash:
  Long roku!
- TonofashReplyPeskythumbs:
  Long arkk!
- Peskythumbs:
  Yes!
JWZ137
2021-02-17
JWZ137
Good
Jcjn
2021-02-16
Jcjn
Like me please
myam
2021-02-16
myam
Hope it will be good
MingXuan
2021-02-16
MingXuan
Yea
Stephen_Ong
2021-02-16
Stephen_Ong
Wow

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The estimated figure is narrower than loss of 13 cents reported in the year-ago quarter.\nThe company’s earnings beat the Zacks Consensus Estimate in the trailing four quarters, the average surprise being 42.7%.\nLet’s see how things have shaped up prior to this announcement.\nRoku, Inc. Price and EPS Surprise\nRoku, Inc. price-eps-surprise|Roku, Inc. Quote\nFactors to Consider\nInvestor focus will be on active accounts growth, which is an important metric for Roku. The popularity of its free, ad-supported platform, The Roku Channel is expected to have aided active accounts growth in the fourth quarter of 2020. 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Moreover, ARPU increased 20% to $27 (on a trailing 12-month basis).\nNotably, the Zacks Consensus Estimate for fourth-quarter active accounts and ARPU is pegged at $50 million and $27.44, respectively, indicating an increase of 35.5% and 18.6% from the year-ago reported figures.\nThe expected solid surge in active accounts and viewing may have been the result of growth in subscription signups, movie rentals and purchases as well as elevated revenues from increased device sales.\nAdditionally, streaming hours growth is expected to have boosted TV streaming advertising on Roku’s platform. The consensus mark for streaming hours stands at 16.9 billion, implying an increase of 44.4% from the year-ago quarter’s reported figure.\nIn the fourth quarter, Roku announced a slate of releases on The Roku Channel in the United Kingdom including films such asThe Devils Double, Muriel’s Wedding, Harry Price: Ghost Hunterand family friendly Christmas picks like Diana Show, Ryan’s Worldand crime-dramaLittle Miracles, which are expected to have boosted streaming hours in the to-be reported quarter.\nThe addition of Peloton app, Peloton Interactive’s virtual fitness platform for Roku streamers is also expected to have aided growth in streaming hours.\nFurther, the launch of streaming services — Apple TV+ and Disney+ — on Roku’s platform is expected to have aided Platform revenues, which accounted for 70.7% of revenues in the third quarter.\nThe consensus mark for Platform revenues is pegged at $402 million, indicating growth of 54.6% from the figure reported in the year-ago quarter.\nImproving Advertising Business to Aid Top-Line\nMoreover, the growing popularity of The Roku Channel is expected to have attracted advertisers in the to-be-reported quarter. Also, the acquisition of Dataxu (a demand-side advertising platform) is expected to have strengthened the company’s OTT advertising roadmap.\nMeanwhile, the advertising business is expected to have witnessed delayed starts in video ad campaign, primarily from categories including travel, quick-serve restaurants, theatrical and automotive among others that were severely hit by stay-at-home policies.\nNonetheless, Roku is expected to have benefited from advertising spend reallocation toward TV streaming as marketers accelerate their shift out of traditional TV and into TV streaming.\nAdditionally, product innovations in solutions like the Shopper Data Program with Kroger are expected to have driven monetized video ad impressions growth in the fourth quarter.\nMoreover, increasing advertiser demand for new products offered by the company such as incremental reach guarantees and Roku’s OneView ad platform are expected to be key catalysts. The ad platform is designed to help advertisers use TV identity data to create ads across OTT, desktop and mobile from a single hub.\nHowever, the bottom line is expected to have been weighed down by cost escalations, resulting from increased marketing expenses related to international expansion and content additions in the to-be-reported quarter.\nWhat Our Model Says\nAccording to the Zacks model, the combination of a positiveEarnings ESPand Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here.\nRoku has an Earnings ESP of -64.1% and a Zacks Rank #2. You can uncover the best stocks to buy or sell before they’re reported with ourEarnings ESP Filter.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":385873733,"gmtCreate":1613536345722,"gmtModify":1704881751804,"author":{"id":"3561728795184169","authorId":"3561728795184169","name":"Peskythumbs","avatar":"https://static.tigerbbs.com/93a66141406a539311db18c13b9bd688","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3561728795184169","authorIdStr":"3561728795184169"},"htmlText":"Looking forward to the earnings report!Also can’t wait for Roku to expand to Asia~ come quick","listText":"Looking forward to the earnings report!Also can’t wait for Roku to expand to Asia~ come quick","text":"Looking forward to the earnings report!Also can’t wait for Roku to expand to Asia~ come quick","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/385873733","repostId":1114494462,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3587881,"gmtCreate":1613539029284,"gmtModify":1680777182905,"authorId":3560467327077768,"author":{"id":3560467327077768,"idStr":"3560467327077768","authorId":3560467327077768,"name":"Tonofash","avatar":"https://static.tigerbbs.com/14e1a03113d6558827ad92bff87c5ba0","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":385873733,"type":1,"supId":0,"prevId":0,"content":"Long roku!","text":"Long roku!","html":"Long roku!"},{"id":3587917,"gmtCreate":1613539440600,"gmtModify":1680777182594,"authorId":3560467327077768,"author":{"id":3560467327077768,"idStr":"3560467327077768","authorId":3560467327077768,"name":"Tonofash","avatar":"https://static.tigerbbs.com/14e1a03113d6558827ad92bff87c5ba0","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3561728795184169,"repliedAuthor":{"id":3561728795184169,"idStr":"3561728795184169","authorId":3561728795184169,"name":"Peskythumbs","avatar":"https://static.tigerbbs.com/93a66141406a539311db18c13b9bd688","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":385873733,"type":1,"supId":3587881,"prevId":3587898,"content":"Long arkk!","text":"Long arkk!","html":"Long arkk!"},{"id":3587898,"gmtCreate":1613539264874,"gmtModify":1680777182000,"authorId":3561728795184169,"author":{"id":3561728795184169,"idStr":"3561728795184169","authorId":3561728795184169,"name":"Peskythumbs","avatar":"https://static.tigerbbs.com/93a66141406a539311db18c13b9bd688","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":385873733,"type":1,"supId":3587881,"prevId":0,"content":"Yes!","text":"Yes!","html":"Yes!"}],"langContent":"EN"},{"id":385133008,"gmtCreate":1613520800904,"gmtModify":1704881519901,"author":{"id":"3575067142498671","authorId":"3575067142498671","name":"JWZ137","avatar":"https://static.tigerbbs.com/842968796125e5a418b21a3b4ab603ef","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3575067142498671","authorIdStr":"3575067142498671"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/385133008","repostId":1114494462,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":382411887,"gmtCreate":1613474345349,"gmtModify":1704880868301,"author":{"id":"3571987061970330","authorId":"3571987061970330","name":"Jcjn","avatar":"https://static.tigerbbs.com/7769645a904e8a1e5e01c3a825fc6735","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3571987061970330","authorIdStr":"3571987061970330"},"htmlText":"Like me please&nbsp;","listText":"Like me please&nbsp;","text":"Like me please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382411887","repostId":1114494462,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":382419715,"gmtCreate":1613474250337,"gmtModify":1704880866192,"author":{"id":"3575348327287185","authorId":"3575348327287185","name":"myam","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3575348327287185","authorIdStr":"3575348327287185"},"htmlText":"Hope it will be good","listText":"Hope it will be good","text":"Hope it will be good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382419715","repostId":1114494462,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":382537000,"gmtCreate":1613465821400,"gmtModify":1704880726515,"author":{"id":"3568776369893575","authorId":"3568776369893575","name":"MingXuan","avatar":"https://static.tigerbbs.com/b6843a33a5048452e1f1380ec02671e9","vip":1,"crmLevel":7,"crmLevelSwitch":1,"idStr":"3568776369893575","authorIdStr":"3568776369893575"},"htmlText":"Yea","listText":"Yea","text":"Yea","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382537000","repostId":1114494462,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":382530393,"gmtCreate":1613464331612,"gmtModify":1704880714999,"author":{"id":"3574855311502838","authorId":"3574855311502838","name":"Stephen_Ong","avatar":"https://static.tigerbbs.com/6007ebee17e54499c7c6f8d071e5d0fe","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3574855311502838","authorIdStr":"3574855311502838"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382530393","repostId":1114494462,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":37,"commentSize":12,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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