Roku, Inc. (NASDAQ:ROKU) Morgan Stanley Technology, Media and Telecom Conference March 6, 2023 1:25 PM ET Company Participants Anthony Wood - CEO and Founder Conference Call Participants Ben Swinburne - Morgan Stanley Ben Swinburne All right. We're going to get started. Good morning, everybody. I'm Ben Swinburne, Morgan Stanley's media analyst. And first, some important disclosures. For important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com. If you have any que ...

Roku, Inc. (NASDAQ:ROKU) Q4 2022 Earnings Conference Call February 15, 2023 5:00 PM ET Company Participants Conrad Grodd - Vice President, Investor Relations Anthony Wood - Founder and CEO Steve Louden - CFO Charlie Collier - President Roku Media Mustafa Ozgen - President Devices Gidon Katz - President, Consumer Experience Conference Call Participants Cory Carpenter - JPMorgan Steven Cahall - Wells Fargo Laura Martin - Needham & Co. Thomas Forte - D.A. Davidson Timothy Nollen - Macquarie Research Shweta ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended December 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-38211 ROKU, INC. (Exact name of Registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) (Primary standard industrial code number) (I.R.S. ...

Roku, Inc. (NASDAQ:ROKU) Q3 2022 Earnings Conference Call November 2, 2022 5:00 PM ET Company Participants Conrad Grodd - Vice President, Investor Relations Anthony Wood - Founder and Chief Executive Officer Steve Louden - Chief Financial Officer Conference Call Participants Justin Patterson - KeyBanc Capital Markets Aaron Kessler - Raymond James Shweta Khajuria - Evercore Vasily Karasyov - Cannonball Research Jason Helfstein - Oppenheimer Ralph Schackart - William Blair Jason Bazinet - Citi Rich Greenfield ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38211 (State or other jurisdiction of incorporation or organization) Delaware 26-2087865 (I.R.S. Employer Identification No.) ...

Roku, Inc. (NASDAQ:ROKU) Q2 2022 Earnings Conference Call July 28, 2022 5:00 PM ET Company Participants Conrad Grodd - VP, IR Anthony Wood - CEO Steven Louden - CFO Conference Call Participants Cory Carpenter - JPMorgan Jason Helfstein - Oppenheimer Matthew Thornton - Truist Shweta Khajuria - Evercore ISI Nicholas Zangler - Stephens Benjamin Swinburne - Morgan Stanley Tim Nollen - Macquarie Alan Gould - Loop Capital Michael Nathanson - MoffettNathanson Operator Good day and thank you for standing by. Welcom ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38211 ROKU, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organizat ...

Company and Industry Overview * **Company**: Roku, Inc. (NASDAQ: ROKU) * **Industry**: Streaming and connected TV * **Date**: May 16, 2022 * **Participants**: * Laura Martin - Senior Internet and media analyst at Needham & Company * Steven Louden - CFO of Roku Key Points Competition * **Increased Competition**: Roku faces increased competition from companies like Samsung, VIZIO, LG, and Comcast, as well as from Google and Amazon. * **Competitive Position**: Roku maintains a strong competitive position as the leading streaming platform by engagement in the US, Canada, and Mexico. * **Innovation**: Roku views competition as a means to fuel innovation and stay ahead in the market. Scale and Monetization * **Active Accounts**: Roku has over 61 million active accounts globally, with the majority in the US. * **ARPU**: Roku's ARPU is over $40 on a trailing 12-month basis. * **Monetization**: Roku's scale and engagement drive strong monetization capabilities, particularly in advertising. * **Reach**: Roku's large user base provides significant reach for advertisers, making it an attractive platform for ad spend. Content Strategy * **Content Spend**: Roku's content spend is focused on the free ad-supported TV (AVOD) model within The Roku Channel. * **Content Approach**: Roku's content strategy differs from traditional SVOD services, focusing on efficient spending on back catalog content, Roku Originals, and fixed licensing deals. * **Data-Driven**: Roku leverages data and engagement metrics to inform content investments and ensure positive return on capital. Advertising * **Ad Inventory**: Roku has a strong ad inventory, with over 50% of US TV viewing time now occurring on streaming platforms. * **Ad Spend**: Ad spend on streaming is lagging behind viewership, presenting opportunities for growth. * **Frequency Capping**: Roku implements frequency capping on The Roku Channel to improve the consumer experience and ensure better ROI for advertisers. SVOD and Ad-Based Tiers * **SVOD Growth**: The rise of ad-based tiers from major streaming services like Netflix and Disney+ presents opportunities for Roku as a platform. * **Economic Deals**: Roku will likely need to renegotiate contracts with services like Netflix if they introduce ad-based tiers. * **Platform Value**: Roku's platform value grows as more services adopt ad-based models and require monetization support. Dongles vs. Smart TVs * **Dongles**: Dongles remain a significant part of Roku's business, accounting for half of its active accounts. * **Smart TVs**: The transition to smart TVs is ongoing, but Roku expects the player business to remain relevant for several years due to the large number of TVs with outdated operating systems and the need for low-cost streaming options.

Roku, Inc. (NASDAQ:ROKU) Q1 2022 Earnings Conference Call April 28, 2022 5:00 PM ET Company Participants Conrad Grodd - VP, IR Anthony Wood - CEO Steven Louden - CFO Scott Rosenberg - SVP, General Manager of Platform Business Conference Call Participants Shyam Patil - SIG Victoria James - D.A. Davidson Barton Crockett - Rosenblatt Securities Shweta Khajuria - Evercore ISI Ralph Schackart - William Blair Steven Cahall - Wells Fargo Vasily Karasyov - Cannonball Research Operator Ladies and gentlemen, than ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38211 ROKU, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organiza ...