Oct 30, 2024, 5:00 PM
Oct 28, 2024, 2:54 PM

Roku to Reveal Q3 2024 Earnings on October 30

Highlights
  • Roku forecasts third-quarter 2024 revenues at $1.01 billion with a gross profit of about $440 million.
  • The company's user base increased to 83.6 million streaming households, resulting in year-over-year growth.
  • Despite significant competition from major players, Roku's diversified revenue streams may help drive performance.
Story

Roku is set to release its third-quarter earnings for 2024 on October 30. For this quarter, the company anticipates revenues of $1.01 billion, with gross profit expected to be around $440 million and adjusted EBITDA at $45 million. This projection reflects an 11.52% increase in revenues compared to the prior year, despite an expected loss of 35 cents per share, which is a significant improvement from a $2.33 per share loss in the same quarter last year. The quarter is expected to see growth driven by an increase in Streaming Households, which rose to 83.6 million, representing a 14% year-over-year increase. Also contributing to potential revenue growth is Roku's partnership with Sony, enhancing its content offerings for viewers. The company has diversified revenue streams, which include Roku-billed subscriptions and innovative ad products, aiding its financial performance amidst market volatility. However, Roku faces stiff competition from industry giants like Netflix, Disney, and EchoStar's Sling Media, which could impact its growth trajectory. Netflix and Disney have rolled out ad-supported tiers, further intensifying the rivalry. This competitive landscape poses challenges for Roku, particularly in the Media and Entertainment sector, which affects its active user growth and device sales. Despite these headwinds, Roku's strategy to focus on better ad revenues and improve user engagement could yield positive outcomes in the forthcoming earnings report, reflecting a mixture of optimism and caution for their financial outlook.

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