Roku Releases Fourth Quarter 2024 Financial Results
Roku (NASDAQ: ROKU) reported strong Q4 2024 results, achieving its first quarter with over $1 billion in Platform revenue, representing 25% YoY growth. The company's full-year 2024 performance showed total net revenue of $4.1 billion, up 18% YoY, with Platform revenue reaching $3.5 billion.
Key metrics include gross profit of $1.8 billion (up 19% YoY), streaming households growing to 89.8 million (net increase of 9.8 million), and streaming hours reaching 127.1 billion. The Roku Channel experienced significant growth with streaming hours up 82% YoY, reaching households with approximately 145 million people in the U.S.
The company's Average Revenue Per User (ARPU) increased 4% YoY to $41.49. Roku expects to achieve operating income positivity by full year 2026 and sees clear growth paths in key performance metrics including Streaming Hours, Platform revenue, Adjusted EBITDA, and Free Cash Flow.
Roku (NASDAQ: ROKU) ha riportato risultati solidi per il quarto trimestre del 2024, raggiungendo il suo primo trimestre con oltre 1 miliardo di dollari di entrate dalla piattaforma, con una crescita del 25% rispetto all'anno precedente. Le performance complessive dell'azienda per l'anno 2024 hanno mostrato un fatturato netto totale di 4,1 miliardi di dollari, in aumento del 18% rispetto all'anno precedente, con entrate dalla piattaforma che hanno raggiunto 3,5 miliardi di dollari.
I principali indicatori includono un profitto lordo di 1,8 miliardi di dollari (in aumento del 19% rispetto all'anno precedente), famiglie in streaming cresciute a 89,8 milioni (aumento netto di 9,8 milioni) e ore di streaming che hanno raggiunto 127,1 miliardi. Il Roku Channel ha registrato una crescita significativa con ore di streaming aumentate dell'82% rispetto all'anno precedente, raggiungendo famiglie con circa 145 milioni di persone negli Stati Uniti.
Il Ricavo Medio per Utente (ARPU) dell'azienda è aumentato del 4% rispetto all'anno precedente, raggiungendo 41,49 dollari. Roku prevede di raggiungere una redditività operativa entro la fine dell'anno 2026 e vede percorsi di crescita chiari in metriche di performance chiave, tra cui Ore di Streaming, entrate dalla piattaforma, EBITDA rettificato e Flusso di Cassa Libero.
Roku (NASDAQ: ROKU) reportó resultados sólidos para el cuarto trimestre de 2024, logrando su primer trimestre con más de 1 mil millones de dólares en ingresos de la plataforma, lo que representa un crecimiento del 25% interanual. El rendimiento de la empresa para todo el año 2024 mostró un ingreso neto total de 4.1 mil millones de dólares, un aumento del 18% interanual, con ingresos de la plataforma alcanzando 3.5 mil millones de dólares.
Las métricas clave incluyen una ganancia bruta de 1.8 mil millones de dólares (aumento del 19% interanual), hogares en streaming creciendo a 89.8 millones (aumento neto de 9.8 millones) y horas de streaming alcanzando 127.1 mil millones. El Roku Channel experimentó un crecimiento significativo con horas de streaming aumentando un 82% interanual, llegando a hogares con aproximadamente 145 millones de personas en EE.UU.
El Ingreso Promedio por Usuario (ARPU) de la compañía aumentó un 4% interanual a 41.49 dólares. Roku espera lograr ingresos operativos positivos para el año completo 2026 y ve claros caminos de crecimiento en métricas clave de rendimiento, incluyendo Horas de Streaming, ingresos de la plataforma, EBITDA ajustado y Flujo de Caja Libre.
로쿠 (NASDAQ: ROKU)는 2024년 4분기 실적을 강하게 보고하며, 플랫폼 수익 10억 달러 이상을 달성하여 첫 분기를 기록했습니다. 이는 전년 대비 25% 성장한 수치입니다. 회사의 2024년 전체 실적은 총 순수익 41억 달러를 기록했으며, 이는 전년 대비 18% 증가한 수치로, 플랫폼 수익은 35억 달러에 달했습니다.
주요 지표로는 총 이익 18억 달러 (전년 대비 19% 증가), 스트리밍 가구 수가 8980만으로 증가(순 증가 980만)했으며, 스트리밍 시간은 1271억 시간에 달했습니다. 로쿠 채널은 스트리밍 시간이 전년 대비 82% 증가하여 미국 내 약 1억 4500만 가구에 도달하는 등 큰 성장을 경험했습니다.
회사의 사용자당 평균 수익(ARPU)은 전년 대비 4% 증가하여 41.49달러에 이르렀습니다. 로쿠는 2026년까지 운영 수익성을 달성할 것으로 예상하며, 스트리밍 시간, 플랫폼 수익, 조정 EBITDA 및 자유 현금 흐름을 포함한 주요 성과 지표에서 명확한 성장 경로를 보고 있습니다.
Roku (NASDAQ: ROKU) a rapporté de solides résultats pour le quatrième trimestre 2024, atteignant son premier trimestre avec plus de 1 milliard de dollars de revenus de la plateforme, représentant une croissance de 25% d'une année sur l'autre. La performance globale de l'entreprise pour l'année 2024 a montré un revenu net total de 4,1 milliards de dollars, en hausse de 18% d'une année sur l'autre, avec des revenus de la plateforme atteignant 3,5 milliards de dollars.
Les indicateurs clés incluent un bénéfice brut de 1,8 milliard de dollars (en hausse de 19% d'une année sur l'autre), des foyers en streaming passant à 89,8 millions (augmentation nette de 9,8 millions), et des heures de streaming atteignant 127,1 milliards. La chaîne Roku a connu une croissance significative avec des heures de streaming en hausse de 82% d'une année sur l'autre, atteignant des foyers avec environ 145 millions de personnes aux États-Unis.
Le revenu moyen par utilisateur (ARPU) de l'entreprise a augmenté de 4% d'une année sur l'autre, atteignant 41,49 dollars. Roku s'attend à atteindre une rentabilité opérationnelle d'ici la fin de l'année 2026 et voit des chemins de croissance clairs dans les indicateurs de performance clés, y compris les heures de streaming, les revenus de la plateforme, l'EBITDA ajusté et le flux de trésorerie disponible.
Roku (NASDAQ: ROKU) hat starke Ergebnisse für das vierte Quartal 2024 gemeldet und das erste Quartal mit über 1 Milliarde Dollar an Plattformumsätzen erreicht, was einem Wachstum von 25% im Jahresvergleich entspricht. Die Gesamtleistung des Unternehmens für das Jahr 2024 zeigte einen Nettoumsatz von 4,1 Milliarden Dollar, ein Anstieg von 18% im Jahresvergleich, wobei die Plattformumsätze 3,5 Milliarden Dollar erreichten.
Wichtige Kennzahlen umfassen einen Bruttogewinn von 1,8 Milliarden Dollar (19% Steigerung im Jahresvergleich), Streaming-Haushalte, die auf 89,8 Millionen gewachsen sind (netto 9,8 Millionen Zuwachs), und Streaming-Stunden, die 127,1 Milliarden erreicht haben. Der Roku Channel erlebte ein signifikantes Wachstum mit einem Anstieg der Streaming-Stunden um 82% im Jahresvergleich und erreichte Haushalte mit etwa 145 Millionen Menschen in den USA.
Der durchschnittliche Umsatz pro Nutzer (ARPU) des Unternehmens stieg um 4% im Jahresvergleich auf 41,49 Dollar. Roku erwartet, bis zum Ende des Jahres 2026 eine positive Betriebsergebnis zu erreichen und sieht klare Wachstumswege in wichtigen Leistungskennzahlen, einschließlich Streaming-Stunden, Plattformumsätzen, bereinigtem EBITDA und freiem Cashflow.
- First-ever quarter exceeding $1B in Platform revenue (+25% YoY)
- Total net revenue grew 18% YoY to $4.1B
- Gross profit increased 19% YoY to $1.8B
- Streaming households grew by 9.8M to 89.8M
- Roku Channel streaming hours grew 82% YoY
- Projected operating income positivity by 2026
- ARPU growth to 4% YoY
Insights
Roku's Q4 2024 performance reveals compelling growth dynamics with several noteworthy developments. The achievement of $1 billion+ in quarterly Platform revenue (25% YoY growth) marks a significant milestone, particularly impressive given the mature streaming market. The Platform segment, contributing $3.5 billion of the $4.1 billion total revenue, demonstrates the company's successful transition from a hardware-centric to a platform-focused business model.
The user metrics paint an interesting picture: 89.8 million streaming households represents robust scale, while the 21.1 billion increase in streaming hours indicates deepening engagement. However, the 4% YoY ARPU growth to $41.49 suggests room for monetization optimization, especially considering the substantial streaming hours growth.
The platform revenue growth of 15% YoY (excluding political ad spend) reveals the underlying organic growth rate, which remains healthy but highlights dependency on cyclical political advertising. The projection of operating income positivity by 2026 indicates management's confidence in scaling economics, though this timeline suggests continued investment requirements in the near term.
The Roku Channel's 82% YoY streaming hours growth and reach to households with approximately 145 million people underscores its evolution from a content aggregator to a significant streaming destination. This transformation enhances Roku's negotiating position with advertisers and content partners, potentially driving higher-margin revenue streams.
Looking ahead, key focus areas include: 1) Monetization efficiency, particularly in converting growing engagement into revenue, 2) Sustainability of user acquisition costs given the 9.8 million new streaming households, and 3) Progress toward operating profitability while maintaining competitive market position in an increasingly crowded streaming platform landscape.
We delivered outstanding Platform results in Q4 – our first quarter with more than
We continue to make progress growing ad demand through deeper third-party platform integrations, improving the Roku Experience (which starts at our Home Screen) to expand monetization, and growing Roku-billed subscriptions. As we look ahead, we see clear paths to growing our KPMs of Streaming Hours, Platform revenue, Adjusted EBITDA, and Free Cash Flow. In addition, we expect to be operating income positive for full year 2026.
Full Year 2024 Key Results
- Total net revenue was
$4.1 billion , up18% year over year (YoY) - Platform revenue was
$3.5 billion , up18% YoY and up15% YoY excluding political ad spend - Gross profit was
$1.8 billion , up19% YoY - Streaming Households were 89.8 million, a net increase of 9.8 million from 2023
- Streaming Hours were 127.1 billion, up 21.1 billion hours YoY
- Average Revenue Per User (ARPU) was
$41.49 (trailing 12-month basis), up4% YoY
The company will host a webcast of its conference call to discuss the results today at 2:00 PM Pacific Time. Participants may access the live webcast in listen-only mode on the Roku investor relations website. An archived webcast of the conference call will also be available following the call.
About Roku, Inc.
Roku pioneered streaming on TV. We connect users to the content they love, enable content publishers to build and monetize large audiences, and provide advertisers with unique capabilities to engage consumers. Roku TV™ models, Roku streaming players, and TV-related audio devices are available in various countries around the world through direct retail sales and/or licensing arrangements with TV OEM brands. Roku-branded TVs and Roku Smart Home products are sold exclusively in
Roku is a registered trademark, and Roku TV is a trademark of Roku, Inc. in the
View source version on businesswire.com: https://www.businesswire.com/news/home/20250213296675/en/
Media
Jack Evans
jackevans@roku.com
Investor Relations
Conrad Grodd
cgrodd@roku.com
Source: Roku, Inc.
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