Key numbers from Roku’s Q4 earnings:
1) 9.8M active accounts added in 2019 (4.6M in Q4)
2) 36.9M total active accounts
3) 71% YoY increase in advertising revenue
4) 60% YoY increase in streaming hours
5) 1/3 of smart TVs sold in the U.S. are pre-loaded with Roku OS
6) 56M viewers for Roku channel
Roku active accounts (YoY growth):
1) 2016 – 13.4M
2) 2017 – 19.3M (↑ 44%)
3) 2018 – 27.1M (↑ 40%)
4) 2019 – 36.9M (↑ 36%)
Roku advertising revenue (YoY growth):
1) 2017 – $225M
2) 2018 – $417M (↑ 85%)
3) 2019 – $741M (↑ 78%)
Roku advertising revenue per account (YoY growth):
1) 2017 – $16.81
2) 2018 – $21.60 (↑ 28%)
3) 2019 – $27.34 (↑ 27%)
Roku total streaming hours (YoY growth):
1) 2017 – 15.9B
2) 2018 – 24.5B (↑ 54%)
3) 2019 – 40.3B (↑ 64%)
Roku streaming hours per account (YoY growth):
1) 2017 – 824
2) 2018 – 904 (↑ 10%)
3) 2019 – 1,092 (↑ 21%)
Roku advertising revenue per streaming hour (YoY growth):
1) 2017 – $0.014
2) 2018 – $0.017 (↑ 20%)
3) 2019 – $0.018 (↑ 8%)
More #1: ‘The Facebook of TV’: Roku rankles media companies as platform pushes The Roku Channel
More #2: Roku Built the Dominant Streaming Box. Now It’s Under Siege
