earnings
confidence high
sentiment neutral
materiality 0.80
Roku Q4 revenue $984M (+14% YoY); FY23 positive Adj EBITDA and FCF ahead of schedule
ROKU, INC
2023-FY EPS reported
-$5.01
revenue$3,484,619,000
- Q4 total net revenue $984.4M (+14% YoY); full-year revenue $3.5B (+11% YoY).
- Q4 platform revenue $828.9M (+13%); full-year platform revenue $3.0B (+10%).
- Full-year 2023 positive Adjusted EBITDA and Free Cash Flow, achieved one year ahead of schedule.
- Active accounts reached 80M globally (net +10M); streaming hours hit 106B (first year >100B).
- Q1 2024 guidance: revenue ~$850M, gross profit ~$370M, break-even Adjusted EBITDA.