Key numbers from Roku’s Q1 earnings:
1) 2M active accounts added in Q1
2) 29M total active accounts
3) 79% YoY increase in advertising revenue
Roku active accounts by quarter (YoY growth):
1) 2017-Q1–14.2M
2) 2018-Q1–20.8M (↑ 46%)
3) 2019-Q1–29.1M (↑ 40%)
Roku advertising revenue by quarter (YoY growth):
1) 2017-Q1 — $36M
2) 2018-Q1 — $75M (↑ 106%)
3) 2019-Q1 — $134M (↑ 79%)
Roku advertising revenue per account by quarter (YoY growth):
1) 2017-Q1 — $2.56
2) 2018-Q1 — $3.61 (↑ 41%)
3) 2019-Q1 — $4.61 (↑ 28%)
Video: Media companies not destroying, but partnering with Roku, says CEO
More #1: Roku sets its sights on linear TV ad dollars
More #2: Roku’s Platform Revenue Soars, But Competition Looms
More #3: Roku TV Are Now the #1 Selling Smart TV OS in the United States