Roku Q4 2024: Revenue Beats Estimates, Stock Soars
Company Highlights:
* Revenue: $1.20 billion (22% YoY growth, 4.4% beat)
* EPS (GAAP): -$0.24 (41.7% beat)
* Adjusted EBITDA: $77.5 million (16.5% margin, significant beat)
* Revenue guidance: $1.01 billion for Q1 2025 (close to analyst estimates)
* 2025 EBITDA guidance: $350 million (above analyst estimates)
Company Overview:
Roku (NASDAQ: ROKU) revolutionizes streaming TV through its hardware players, granting access to various online services.
Key Metrics:
* Active Accounts: 89.8 million (9.8 million YoY increase)
* Market Capitalization: $12.31 billion
Performance:
* Solid sales growth of 14.2% CAGR over the past three years
* Consistent year-over-year revenue growth, with Q4 2024 surpassing estimates
* Growing active account base, indicating strong user traction
Revenue Breakdown:
* Subscription revenue: Driving growth through expanding subscriber base and increasing user spending
Key Considerations:
* ARPU growth has slowed in recent quarters
* Revenue guidance for upcoming quarters aligns with analyst expectations
Analyst Recommendations:
Read our comprehensive research report for actionable insights and recommendations on Roku's investment potential.