Key numbers from Roku’s earnings:
1) 14.3M active accounts added in 2020
2) 51.2M total active accounts
3) 71% YoY increase in advertising revenue
4) 56% YoY increase in streaming hours
5) 24% YoY increase in average revenue per user (ARPU)
Quote from Anthony Wood – CEO @ Roku:
“We think the pandemic has accelerated, and permanently changed the curve on, the shift to streaming”
Roku active accounts (YoY growth):
1) 2016 – 13.4M
2) 2017 – 19.3M (↑ 44%)
3) 2018 – 27.1M (↑ 40%)
4) 2019 – 36.9M (↑ 36%)
5) 2020 – 51.2M (↑ 39%)
Roku advertising revenue (YoY growth):
1) 2016 – $105M
2) 2017 – $225M (↑ 115%)
3) 2018 – $417M (↑ 85%)
4) 2019 – $741M (↑ 78%)
5) 2020 – $1.3B (↑ 71%)
Roku advertising revenue per account (YoY growth):
1) 2016 – $7.83
2) 2017 – $13.78 (↑ 76%)
3) 2018 – $17.95 (↑ 30%)
4) 2019 – $23.14 (↑ 29%)
5) 2020 – $28.76 (↑ 24%)
Roku total streaming hours (YoY growth):
1) 2016 – 5.2B
2) 2017 – 14.8B (↑ 185%)
3) 2018 – 23.7B (↑ 60%)
4) 2019 – 37.7B (↑ 59%)
5) 2020 – 58.7B (↑ 56%)
Roku advertising revenue per streaming hour (YoY growth):
1) 2016 – $0.020
2) 2017 – $0.015 (↓ 25%)
3) 2018 – $0.018 (↑ 16%)
4) 2019 – $0.020 (↑ 12%)
5) 2020 – $0.022 (↑ 10%)
Quote from Scott Rosenberg – Senior VP of Platform @ Roku: “We’re really at the precipice of reinventing how TV advertising is going to work for the next couple of decades. There’s huge value creation potential.”
Podcast: Roku’s Scott Rosenberg Dishes on the WarnerMedia and Quibi Deals
Big news: Roku is pushing into original content with their deal with Quibi.
Key details for Quibi/Roku deal:
1) 75 series
2) < $100M deal size
3) Rights through 2027
Most searched title by month according to Roku:
1) JAN – Joker
2) FEB – Frozen II
3) MAR – Contagion
4) APR – Trolls World Tour
5) MAY – Scoob!
6) JUN – Yellowstone
7) JUL – Yellowstone
8) AUG – Yellowstone
9) SEP – Yellowstone
10) OCT – Hocus Pocus
11) NOV – Elf
12) DEC – Elf
Video: Pulling the future forward. An interview with Scott Rosenberg
More #1: Roku Chases Content
More #2: What Roku’s 2020 tells us about the state of streaming
More #3: Roku Torments Entertainment Giants in Quest to Dominate Streaming
