Key numbers from Roku’s Q2 earnings:
1) 1.4M active accounts added in Q2
2) 30.5M total active accounts
3) 86% YoY increase in advertising revenue
Share of U.S. streaming box/stick sales in 2019-Q1 according to Strategy Analytics:
1) Roku – 39%
2) Amazon – 28%
3) Apple – 16%
4) Google – 13%
5) Other – 4%
Share of U.S. smart-TV OS sales in 2019-Q1 according to Strategy Analytics:
1) Roku – 33%
2) Samsung – 23%
3) Vizio – 16%
4) LG – 12%
5) Google – 9%
6) Amazon – 2%
7) Other – 5%
Market capitalization by company according to FactSet:
1) Apple – $900B
2) Amazon – $887B
3) Alphabet – $815B
4) Roku – $12B
Roku active accounts by quarter (YoY growth):
1) 2017-Q2 – 15.1M
2) 2018-Q2 – 22.0M (↑ 46%)
3) 2019-Q2 – 30.5M (↑ 39%)
Roku advertising revenue by quarter (YoY growth):
1) 2017-Q2 – $46M
2) 2018-Q2 – $90M (↑ 96%)
3) 2019-Q2 – $168M (↑ 86%)
Roku advertising revenue per account by quarter (YoY growth):
1) 2017-Q2 – $3.05
2) 2018-Q2 – $4.10 (↑ 35%)
3) 2019-Q2 – $5.50 (↑ 34%)
Roku total streaming hours by quarter (YoY growth):
1) 2017-Q2 – 3.5B
2) 2018-Q2 – 5.5B (↑ 57%)
3) 2019-Q2 – 9.4B (↑ 71%)
Roku streaming hours per account by quarter (YoY growth):
1) 2017-Q2 – 232
2) 2018-Q2 – 250 (↑ 8%)
3) 2019-Q2 – 308 (↑ 23%)
Wow: The average Roku household is streaming 19 hours more per month than last year!
Roku advertising revenue per hour streamed by quarter (YoY growth):
1) 2017-Q2 – $0.013
2) 2018-Q2 – $0.016 (↑ 25%)
3) 2019-Q2 – $0.018 (↑ 9%)
More #1: 73% of All Roku Sales Comes From Amazon, Best Buy, & Walmart
More #2: Roku expands its free, live TV selection with 5 more channels, including fubo’s Sports Network
More #3: Inside Roku’s Enormous Bet On AVOD
